SohamGeni
Are you still using third party software to track your agents and brokers and their commission payouts? Look nowhere, because we have it all, a quick, simple way of knowing your intermediaries & their policies
Still trying to categorise your customer as Individual or Corporate manually. We make it easy! Categorize your customers, capture their details, define status as active, inactive, blacklist and fetch customer wise reports
Core General Insurance System helps your underwriter with all lines of General Insurance business i.e. Motor, Fire, Aviation, Engineering, Marine, Travel and Miscellaneous lines of business. Streamlines your underwriter’s work and lets him/her evaluate and analyze the risk quicker.
Underwriting…
- Auto Debit Notes – Hassle free invoices/debits as soon as policy is issued with Print option
- Premium & Quotation – Did you underestimate the risk and provide a low quote? Recalculate the premium by changing the rate for the specific proposal and provide a new quote
- Document Tracking – Upload any number of documents for a respective proposal for each document type such as Registration doc, Road License, Contract copy, Property details etc…
- Reinsurance apportionment – System lets you know the reinsurance apportionment while you are in the process of risk evaluation. Estimate your PML (Probable Maximum Loss) and get accurate ceded sum insured at Underwriting level itself. Know your facultative reinsurance and make reinsurance arrangement before you accept the risk, which is beyond your underwriting capacity.
Automatic recalculation of premium when an endorsement is performed (in pro-rate basis, 1/365 or 1/12 or 1/24 method). Handles manual policy termination, renewals, policy corrections in a swift way
Policy Administration…
- Automatic Emails on policy issuance – Send emails with policy document and schedule to your customer as soon as you issue the policy
A built-in robust engine letting you configure your company specific product rates, risks, loads, discounts, by authorized users only (Security is a key factor in SohamGeni)
Product Management…
- Paying different commissions to your agent or broker for motor policy and a fire policy and wondering how to? SohamGeni is the solution, it lets you configure intermediary commissions product wise easily
A complete package of accounting, SohamGeni allows you to handle both your Insurance accounting and general accounting
Even if your policy holder is paying in installments and in different methods – Cheque, Cash, Bank, Credit/Debit Card, you can always rely on the powerful accounting system and billing of Soham
A comprehensive module, Reinsurance Management of Soham lets you configure all types of proportional and Non-proportional treaties for different Re-insurers
Reinsurance Management…
- Co-Reinsurer configuration & reports – Configure all co-reinsurers for a treaty, mark who is the lead reinsurer, specify share percentage and fetch reinsurance reports, claim recoveries report with apportionment
Configure all details of your company, country and company branches
Multi-currency – You business is always expanding to different locations, having multiple currencies, so why look for a third party tool to convert your currencies? Configure multiple currencies, their conversion rates and choose the currency at underwriting, policy administration level
A reliable feature, security management provides different levels of hierarchy for all users by specifying roles and access permissions
An extravagant module giving you all the required reports for every level of hierarchy
