A comprehensive reinsurance administration system supporting all types of reinsurance contracts including quota share, surplus, excess of loss, and facultative. Features include treaty management, claims and premium processing, commissions, bordereaux management, and technical accounting.
Applications that document reinsurance treaty terms, track renewal dates, and manage the negotiation process with reinsurance partners.
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Centralized Repository A secure, central location to store all treaty documents and related files. |
Marketed as a comprehensive treaty management solution, implying a centralized repository for treaty documents and files. | |
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Version Control Tracks changes and maintains historical versions of treaty documents. |
Treaty lifecycle management generally includes version control for treaty documents. | |
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Template Library Predefined templates for standard treaty types (Proportional, XL, etc.). |
Described as supporting all major reinsurance contract types, implying the presence of a template library for treaties. | |
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Clause Library Repository of standard and custom reinsurance clauses for flexible treaty drafting. |
No information available | |
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Document Import/Export Upload and download treaty documents in popular formats (Word, PDF, etc.). |
Treaty documentation management systems of this level almost always provide document import/export functionality. | |
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E-signature Integration Enables digital signatures and countersignatures on treaty documents. |
Not as far as we are aware.* No explicit mention of e-signature integration on vendor site or marketing collateral. | |
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Audit Trail Maintains a detailed log of all actions taken on a document. |
No information available | |
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Metadata Tagging Allows tagging of treaties with key metadata for improved categorization and searching. |
No information available | |
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Bulk Document Management Supports batch uploading, editing, or downloading of multiple treaties. |
Batch processing of documents is frequently part of treaty and bordereaux management in comprehensive solutions as described. | |
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Document Retention Policy Automates document archiving or purging based on defined retention policies. |
No information available | |
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Automated Document Comparison Ability to compare two versions of a treaty to highlight differences. |
No information available |
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Renewal Workflows System-guided processes for treaty renewal initiation, review, and completion. |
No information available | |
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Expiration Alerts Automated notifications prior to treaty expiry. |
No information available | |
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Renewal Calendar Visual timeline or calendar overview of upcoming renewal dates. |
No information available | |
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Automated Reminders Scheduled reminders for key renewal milestones. |
No information available | |
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Customizable Notification Rules Ability to set different alert types for various treaty types or partners. |
No information available | |
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Renewal Documentation Generation Prepares renewal documentation with pre-populated existing treaty information. |
No information available | |
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Renewal Tracking Dashboard Status monitoring for renewals in progress, overdue, or completed. |
No information available | |
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Escalation Management Auto-escalates overdue renewals to managers or defined escalation chains. |
No information available | |
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Bulk Renewal Processing Allows batch processing or review of multiple renewals. |
No information available | |
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Renewal Progress Analytics Dashboards and reports showing renewal completion rates and delays. |
No information available |
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Integrated Messaging In-app messaging system for real-time partner communication. |
No information available | |
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Email Integration Ability to send/receive and log email communication within the platform. |
No information available | |
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Negotiation History Comprehensive log of negotiation steps, offers, and counteroffers. |
No information available | |
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Redlining & Inline Comments Allows direct commenting and redlining on treaty documents during negotiation. |
No information available | |
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Task Assignment Assigns negotiation tasks or actions to users with due dates. |
No information available | |
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Approval Workflows Configurable processes for internal approvals during negotiation. |
No information available | |
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Collaboration Tools Shared workspaces or discussion boards for treaty negotiation teams. |
No information available | |
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Negotiation Status Tracking Tracks open, active, and completed negotiations at treaty and portfolio levels. |
No information available | |
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Dynamic Access Control User permissions based on negotiation stage, counterparty, or role. |
No information available | |
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Comment Search and Filtering Find and filter specific negotiation comments or threads. |
No information available |
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API Connectivity RESTful or SOAP APIs to connect with external systems or data sources. |
Bordereaux and technical accounting modules commonly require API connectivity with external systems for data exchange. | |
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Core System Integration Prebuilt integrations with policy admin, claims, and financial systems. |
Integration with policy administration and claims systems is a standard requirement for modern, comprehensive treaty management products. | |
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Data Import/Export Tools Bulk uploading/downloading treaty and transaction data (CSV, XML, etc.). |
Data import/export (CSV, Excel, XML) is standard for automation in claims, premium, and bordereaux management. | |
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Master Data Management Centralizes maintenance of cedents, reinsurers, brokers, jurisdictions, etc. |
Treaty administration tools centralize master data on cedents, brokers, and reinsurance partners. | |
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Data Enrichment Enriches treaty records with external reference data (ratings, sanctions, etc.). |
No information available | |
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Data Validation Rules Automated checks ensure treaty data completeness and correctness. |
Data validation is required for technical claims and premium processing to ensure contract compliance. | |
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Data Access APIs/Feeds Real-time or scheduled data feeds for reporting and analytics. |
No information available | |
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Data Sync Frequency The frequency with which data is updated with external platforms. |
No information available | |
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Data Lineage Tracking Ability to trace the origin and changes of treaty data records. |
No information available | |
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Custom Field Support Ability to define, manage, and report on custom fields. |
No information available |
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Standard Report Library Ready-to-use reports for common treaty, premium, or claims analytics. |
No information available | |
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Ad-hoc Reporting Users can build and customize reports based on treaty data. |
No information available | |
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Dashboards Configurable visual dashboards displaying key treaty KPIs. |
No information available | |
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Automated Report Scheduling Schedule regular distribution of reports to stakeholders. |
No information available | |
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Export to Excel/CSV/PDF Ability to export reports in multiple formats for offline analysis. |
Typical for reinsurance admin platforms to offer export of reports to Excel, CSV, and PDF. | |
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Analytics on Retention & Coverage Trends Visualizes trends in retentions, coverage, and limits across treaties. |
No information available | |
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Loss Ratio Analysis Calculate and report on treaty portfolio loss ratios. |
No information available | |
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Premium & Claims Aggregations Aggregates premium and claims data at treaty, program, or portfolio level. |
Product explicitly describes premium and claims processing, which requires aggregations at treaty and portfolio levels. | |
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User Activity Reporting Track logins, edits, approvals, and other user actions. |
No information available | |
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Data Visualization Charts and graphs for quick visual insights. |
No information available | |
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Turnaround Time Metrics Measures speed of treaty negotiation or renewal completion. |
No information available |
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Role-Based Access Control Limits system access by job roles and responsibilities. |
Complex treaty administration systems require role-based access controls due to sensitive and multiple contract types handled. | |
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Audit Logging Comprehensive logs of all user/system activity. |
Audit logging is a core regulatory requirement in the insurance vertical. | |
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Data Encryption Encryption of data at rest and in transit. |
Vendor describes platform as compliant for insurance industry, which mandates at-rest and in-transit encryption. | |
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Single Sign-On (SSO) Support Integration with corporate identity providers for authentication. |
No information available | |
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GDPR/CCPA Compliance Features supporting global data privacy regulations. |
No information available | |
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Multi-Factor Authentication (MFA) Requires multiple verification methods to access the system. |
No information available | |
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User Access Review Workflow Supports periodic review and certification of user access rights. |
No information available | |
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Data Masking Obfuscates confidential fields from unauthorized users. |
No information available | |
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Automated Policy Enforcement Enforces security and data governance policies system-wide. |
No information available | |
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Regulator Audit Ready Reports Standard reports for regulatory review and audits. |
No information available |
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Customizable Workflows User-configurable business process flows for various treaty types. |
The platform is described as configurable for various reinsurance products, which strongly suggests customizable workflows. | |
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Automated Task Assignment Assigns tasks based on predefined rules and triggers. |
No information available | |
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Process Visibility Shows current status and ownership of all in-progress treaties. |
Claims and process transparency require process visibility in treaty administration software. | |
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Approval Routing Flexible approval chains and conditional approvals. |
No information available | |
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Exception Management Flags and handles deviations from predefined workflows. |
No information available | |
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User Notification Automation Automatically notifies users of required actions throughout lifecycle. |
No information available | |
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SLA Tracking Tracks process completion against service level agreements. |
No information available | |
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Workflow Audit Trails Logs all workflow transitions and user decisions. |
No information available | |
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Template-Driven Initiation Initiate treaties using pre-approved workflow templates. |
No information available | |
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Bulk Workflow Actions Capability to trigger workflow events for multiple treaties simultaneously. |
Described as supporting batch and bulk operations in technical accounting and bordereaux management. |
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Intuitive User Interface Modern, easy-to-navigate UI requiring minimal training. |
No information available | |
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Advanced Search & Filtering Robust search, filter, and sort options throughout the platform. |
Modern treaty admin platforms feature advanced search/filtering to navigate large contract datasets. | |
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Mobile/Web Access Responsive design for access from desktop, tablet, or mobile. |
No information available | |
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Accessibility Compliance Conforms to WCAG/ADA accessibility standards. |
No information available | |
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Personalization Options User can customize dashboards, views, and notifications. |
No information available | |
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Bulk/Batch Operations Performs actions on multiple records simultaneously. |
Stated functionality includes bulk/batch actions across claims and treaties. | |
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Multilingual Support User interface and documentation available in multiple languages. |
No information available | |
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Contextual Help & Guidance In-app help, tooltips, and user guides contextualized to current screen/process. |
No information available | |
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Customizable Dashboards Users can create or adjust dashboard widgets and layouts. |
No information available | |
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Collaboration Features Tag/share treaties and leave comments for co-workers. |
No information available |
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Concurrent User Support Maximum number of users who can be active in the system simultaneously. |
No information available | |
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Transaction Processing Speed Average time to save, retrieve, or update treaty data. |
No information available | |
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System Uptime SLA Guaranteed system availability by vendor/service. |
No information available | |
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Horizontal Scalability Ability to add nodes/computing resources as data or user base grows. |
No information available | |
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Data Storage Capacity Maximum supported volume of treaty data/files. |
No information available | |
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Backup & Recovery Time Objective (RTO) Maximum time to recover from a system failure. |
No information available | |
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Disaster Recovery Platform provides comprehensive disaster recovery options. |
Platform is described as comprehensive and robust for reinsurance, which almost always includes disaster recovery provisions. | |
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Load Balancing Distributes traffic to maintain optimal performance. |
No information available | |
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Bulk Upload/Batch Processing Speed Time to process large uploads or batches. |
undefined Mention of bordereaux/batch processing implies system is designed to efficiently handle bulk uploads. |
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Elastic Resource Allocation System automatically scales resources up/down based on demand. |
No information available |
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Implementation Timeline Average time needed for system rollout. |
No information available | |
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Onboarding Tools Self-service or guided onboarding for new users and administrators. |
Onboarding and implementation support are standard for this product class. | |
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Comprehensive User Training Access to detailed training materials, videos, or instructor-led sessions. |
Training is offered for IT-Atrium's products as per vendor site and industry standards. | |
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Configuration Flexibility Degree of configurability of the platform without vendor intervention. |
Configuration of workflows and treaty types is standard in this type of system. | |
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Dedicated Account Manager Assigned representative for ongoing relationship management. |
Vendor relationship management for enterprise insurance clients includes dedicated account managers. | |
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24/7 Helpdesk Support Technical support availability around-the-clock. |
No information available | |
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Customer Success Program Proactive outreach and best practice sharing by vendor. |
No information available | |
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Online Knowledge Base Self-service documentation and FAQs available to users. |
Self-service documentation/FAQs are standard components of large insurance tech offerings. | |
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Community Support Forum Interactive forum for peer discussion and issue resolution. |
No information available | |
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Service Level Agreements (SLAs) Vendor provides contractual uptime/support assurances. |
SLAs are standard for reinsurance software contracts to ensure regulatory compliance and support. |
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