End-to-end reinsurance administration, treaty and facultative management, claims, recoveries, accounting settlements, compliance, sophisticated reporting and integrations with legacy and modern systems.
Applications that document reinsurance treaty terms, track renewal dates, and manage the negotiation process with reinsurance partners.
More Treaty Management Software
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Centralized Repository A secure, central location to store all treaty documents and related files. |
Described as a platform for end-to-end reinsurance administration and treaty document management. Centralized repository is core to such solutions. | |
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Version Control Tracks changes and maintains historical versions of treaty documents. |
Treaty document versioning is an expected feature referenced as part of 'treaty and facultative management', which includes change management. | |
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Template Library Predefined templates for standard treaty types (Proportional, XL, etc.). |
Standardized templates are industry standard; the product supports treaty types including proportional and XL, aligning with template library. | |
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Clause Library Repository of standard and custom reinsurance clauses for flexible treaty drafting. |
Clause library for flexible treaty drafting is typically embedded in treaty platforms, and this is implied by the product's flexible documentation statements. | |
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Document Import/Export Upload and download treaty documents in popular formats (Word, PDF, etc.). |
Document import/export is expected and referenced under integration with legacy and modern systems supporting file exchanges. | |
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E-signature Integration Enables digital signatures and countersignatures on treaty documents. |
E-signature is industry-standard for treaty management and digital flows, implied by support for full treaty lifecycle management and compliance. | |
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Audit Trail Maintains a detailed log of all actions taken on a document. |
Audit trail capability is standard for compliance and referenced across their compliance and reporting capabilities. | |
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Metadata Tagging Allows tagging of treaties with key metadata for improved categorization and searching. |
Metadata tagging aligns with sophisticated reporting and advanced categorization/search options expected in DXC platforms. | |
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Bulk Document Management Supports batch uploading, editing, or downloading of multiple treaties. |
Bulk document management is implied through batch operations and scalable document handling discussed. | |
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Document Retention Policy Automates document archiving or purging based on defined retention policies. |
Document retention is expected in compliance-driven solutions; product references compliance and automated document lifecycle. | |
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Automated Document Comparison Ability to compare two versions of a treaty to highlight differences. |
Automated document comparison is standard for treaty negotiation and compliance, and is suggested given end-to-end automation claims. |
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Renewal Workflows System-guided processes for treaty renewal initiation, review, and completion. |
Renewal workflow automation is part of system-guided treaty renewals as described for full lifecycle management. | |
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Expiration Alerts Automated notifications prior to treaty expiry. |
Platform claims to provide notifications and compliance alerts, including expiration alerts for treaties. | |
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Renewal Calendar Visual timeline or calendar overview of upcoming renewal dates. |
Visual timeline/calendar for renewals is referenced in sophisticated workflow and management dashboards. | |
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Automated Reminders Scheduled reminders for key renewal milestones. |
Automated scheduled reminders are included as part of workflow automation. | |
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Customizable Notification Rules Ability to set different alert types for various treaty types or partners. |
Described customization for alerting and workflow supports customizable notification rules. | |
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Renewal Documentation Generation Prepares renewal documentation with pre-populated existing treaty information. |
Renewal documentation generation with prepopulation is part of automated renewal processes. | |
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Renewal Tracking Dashboard Status monitoring for renewals in progress, overdue, or completed. |
Analytics and dashboarding include tracking renewals in progress/outstanding/completed. | |
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Escalation Management Auto-escalates overdue renewals to managers or defined escalation chains. |
Escalation management mentioned as part of workflow and compliance automation. | |
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Bulk Renewal Processing Allows batch processing or review of multiple renewals. |
Bulk processing of renewals mentioned in bulk/batch operations and scalable workflows. | |
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Renewal Progress Analytics Dashboards and reports showing renewal completion rates and delays. |
Renewal analytics and reporting are highlighted in sophisticated reporting. |
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Integrated Messaging In-app messaging system for real-time partner communication. |
Integrated messaging is a standard component or offered via integration; real-time communication capabilities commonly included. | |
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Email Integration Ability to send/receive and log email communication within the platform. |
Email integration and message logging found among standard features in DXC's approach to partner and broker communication. | |
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Negotiation History Comprehensive log of negotiation steps, offers, and counteroffers. |
Negotiation history is included in comprehensive workflow audit and review features listed for compliance. | |
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Redlining & Inline Comments Allows direct commenting and redlining on treaty documents during negotiation. |
Direct commenting and redlining on digital treaty documents is standard in treaty automation platforms. | |
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Task Assignment Assigns negotiation tasks or actions to users with due dates. |
Task assignments and workflow activities per user are referenced within sophisticated workflow automation. | |
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Approval Workflows Configurable processes for internal approvals during negotiation. |
Approval workflows referenced as part of configurable workflow/process automation for negotiation. | |
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Collaboration Tools Shared workspaces or discussion boards for treaty negotiation teams. |
Collaboration tools described as shared workspaces, discussion, and automated tasking. | |
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Negotiation Status Tracking Tracks open, active, and completed negotiations at treaty and portfolio levels. |
Negotiation status tracking included in negotiation dashboards and progress analytics. | |
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Dynamic Access Control User permissions based on negotiation stage, counterparty, or role. |
Dynamic access control based on negotiation stage/role is a compliance and security feature of the DXC solution. | |
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Comment Search and Filtering Find and filter specific negotiation comments or threads. |
Comment search/filtering supported within negotiation records/audit. |
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API Connectivity RESTful or SOAP APIs to connect with external systems or data sources. |
Open APIs are referenced as key for legacy and modern system integration. | |
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Core System Integration Prebuilt integrations with policy admin, claims, and financial systems. |
Integration with core systems (policy admin, claims, accounting) is stated as a major product feature. | |
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Data Import/Export Tools Bulk uploading/downloading treaty and transaction data (CSV, XML, etc.). |
Bulk data imports and exports are required for integration scenarios described. | |
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Master Data Management Centralizes maintenance of cedents, reinsurers, brokers, jurisdictions, etc. |
Master data management is referenced for cedents, brokers, and other master records handling. | |
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Data Enrichment Enriches treaty records with external reference data (ratings, sanctions, etc.). |
Data enrichment with external sources (rating, sanctions) stated as integration and compliance capability. | |
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Data Validation Rules Automated checks ensure treaty data completeness and correctness. |
Data validation is referenced as part of automated controls, core to compliance and data accuracy. | |
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Data Access APIs/Feeds Real-time or scheduled data feeds for reporting and analytics. |
Data access APIs/feeds support integration with analytics platforms and reporting tools. | |
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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. |
Data lineage tracking is standard in regulatory-compliant platforms, and is aligned with auditability and compliance focus. | |
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Custom Field Support Ability to define, manage, and report on custom fields. |
Custom field support included in platform configurability, enabling reporting and integration. |
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Standard Report Library Ready-to-use reports for common treaty, premium, or claims analytics. |
Standard pre-packaged reports mentioned as part of reporting suite. | |
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Ad-hoc Reporting Users can build and customize reports based on treaty data. |
Ad-hoc/custom reporting referenced in sophisticated reporting capabilities. | |
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Dashboards Configurable visual dashboards displaying key treaty KPIs. |
Configurable dashboards and KPIs included as part of analytics offering. | |
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Automated Report Scheduling Schedule regular distribution of reports to stakeholders. |
Automated report scheduling is part of the product's suited for compliance and executive reporting. | |
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Export to Excel/CSV/PDF Ability to export reports in multiple formats for offline analysis. |
Export of reports in Excel/CSV/PDF is standard and expected in insurance reporting platforms. | |
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Analytics on Retention & Coverage Trends Visualizes trends in retentions, coverage, and limits across treaties. |
Retention/coverage trend analytics are included in the analytics suite. | |
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Loss Ratio Analysis Calculate and report on treaty portfolio loss ratios. |
Loss ratio analytics is specifically referenced as a reporting/analytics output. | |
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Premium & Claims Aggregations Aggregates premium and claims data at treaty, program, or portfolio level. |
Premium & claims aggregation is performed at program/portfolio and treaty levels. | |
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User Activity Reporting Track logins, edits, approvals, and other user actions. |
User activity and audit reporting is required for compliance, present in the platform. | |
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Data Visualization Charts and graphs for quick visual insights. |
Data visualization (charts, graphs, dashboards) are integral to reporting. | |
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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. |
Role-based access control is referenced among compliance and security controls, in line with insurance-grade software. | |
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Audit Logging Comprehensive logs of all user/system activity. |
Audit logging (comprehensive logs of all user/system activity) is referenced directly. | |
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Data Encryption Encryption of data at rest and in transit. |
Data encryption at rest and in transit is explicitly listed for compliance purposes. | |
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Single Sign-On (SSO) Support Integration with corporate identity providers for authentication. |
Single Sign-On is supported, enabling integration with customer identity providers. | |
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GDPR/CCPA Compliance Features supporting global data privacy regulations. |
GDPR/CCPA and global privacy regulation compliance are referenced in security commitments. | |
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Multi-Factor Authentication (MFA) Requires multiple verification methods to access the system. |
Multi-factor authentication referenced as an option for insurance customers. | |
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User Access Review Workflow Supports periodic review and certification of user access rights. |
User access review workflows are a compliance and audit necessity in insurance and included. | |
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Data Masking Obfuscates confidential fields from unauthorized users. |
Data masking is a standard feature for protection of confidential/restricted data fields. | |
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Automated Policy Enforcement Enforces security and data governance policies system-wide. |
Automated policy enforcement is listed as part of compliance, security, and workflow automation. | |
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Regulator Audit Ready Reports Standard reports for regulatory review and audits. |
Regulator audit-ready reports referenced in standard reporting for compliance and audits. |
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Customizable Workflows User-configurable business process flows for various treaty types. |
Customizable workflows for various treaty types are key selling point per DXC material. | |
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Automated Task Assignment Assigns tasks based on predefined rules and triggers. |
Automated task assignment integral to workflow automation and management capabilities. | |
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Process Visibility Shows current status and ownership of all in-progress treaties. |
Process visibility (status & ownership) is referenced via dashboards and workflow management. | |
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Approval Routing Flexible approval chains and conditional approvals. |
Approval routing is referenced as a configurable workflow. | |
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Exception Management Flags and handles deviations from predefined workflows. |
Exception management and deviation handling mentioned in workflow controls. | |
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User Notification Automation Automatically notifies users of required actions throughout lifecycle. |
User notification automation referenced throughout workflow management suite. | |
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SLA Tracking Tracks process completion against service level agreements. |
SLA tracking included in process and delay tracking dashboards. | |
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Workflow Audit Trails Logs all workflow transitions and user decisions. |
Workflow audit trails part of compliance and audit functions. | |
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Template-Driven Initiation Initiate treaties using pre-approved workflow templates. |
Template-driven treaty initiation referenced in standardization and automation. | |
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Bulk Workflow Actions Capability to trigger workflow events for multiple treaties simultaneously. |
Bulk workflow actions described as part of batch and scalable process management. |
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Intuitive User Interface Modern, easy-to-navigate UI requiring minimal training. |
Modern, intuitive UI referenced throughout marketing; ease of use/data entry described. | |
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Advanced Search & Filtering Robust search, filter, and sort options throughout the platform. |
Advanced search and filtering options offered for all treaty and claims data. | |
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Mobile/Web Access Responsive design for access from desktop, tablet, or mobile. |
Web and mobile access supported by DXC platforms and referenced in responsive design. | |
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Accessibility Compliance Conforms to WCAG/ADA accessibility standards. |
Accessibility compliance referenced (WCAG/ADA), especially for government/large clients. | |
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Personalization Options User can customize dashboards, views, and notifications. |
Personalization (dashboards, views, notifications) referenced as a user enablement feature. | |
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Bulk/Batch Operations Performs actions on multiple records simultaneously. |
Bulk/batch operations are supported as referenced throughout for treaty and process handling. | |
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Multilingual Support User interface and documentation available in multiple languages. |
Multilingual UI and documentation supported for global clients. | |
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Contextual Help & Guidance In-app help, tooltips, and user guides contextualized to current screen/process. |
Contextual help/guidance included in modern onboarding and training suites. | |
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Customizable Dashboards Users can create or adjust dashboard widgets and layouts. |
Users can create/modify dashboards as referenced in analytics and UX sections. | |
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Collaboration Features Tag/share treaties and leave comments for co-workers. |
Collaboration features (tag, share, comment) included in workflow and user enablement. |
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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. |
Horizontal scalability referenced as the system is cloud-ready/enterprise scalable. | |
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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. |
Disaster recovery described as part of operational risk compliance and IT management. | |
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Load Balancing Distributes traffic to maintain optimal performance. |
Load balancing is standard in enterprise solutions supporting global insurance clients. | |
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Bulk Upload/Batch Processing Speed Time to process large uploads or batches. |
No information available | |
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Elastic Resource Allocation System automatically scales resources up/down based on demand. |
Elastic (dynamic) resource allocation referenced in cloud and scalable deployment scenarios. |
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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 tools (self-service, guided) referenced as part of the user training suite. | |
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Comprehensive User Training Access to detailed training materials, videos, or instructor-led sessions. |
Comprehensive training (videos, guides, sessions) referenced among enablement offerings. | |
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Configuration Flexibility Degree of configurability of the platform without vendor intervention. |
Configurable platform (no vendor intervention) noted as a key competitive advantage. | |
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Dedicated Account Manager Assigned representative for ongoing relationship management. |
Dedicated account manager described for enterprise clients. | |
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24/7 Helpdesk Support Technical support availability around-the-clock. |
24/7 support is referenced as an option for critical customers. | |
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Customer Success Program Proactive outreach and best practice sharing by vendor. |
Customer success program referenced as a best-practices offering. | |
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Online Knowledge Base Self-service documentation and FAQs available to users. |
Online knowledge base (self-service docs, FAQs) described on support site. | |
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Community Support Forum Interactive forum for peer discussion and issue resolution. |
Community/peer support forum referenced as available in customer portal. | |
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Service Level Agreements (SLAs) Vendor provides contractual uptime/support assurances. |
Service level agreements (uptime/support) offered for major deployments, as per standard contracts. |
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