We continue to invest in building industry-specific solutions on Pega and Salesforce platforms. These solutions provide much of the heavy lifting offering a quicker return on investment.

Salesforce Industry Solutions
Industry Solutions

Our Solutions

DA360 - The Delegated Authority Solution

Delegated Authority Solution - DA360
Salesforce - Insurance

We understand that managing coverholders, DCAs, and binders can be a challenging and time-consuming task. You want better control, visibility, compliance, and speed. 

DA360, our Salesforce-powered Delegated Authority solution does all that and more!

You can conduct due diligence, reduce errors and omissions, manage your risks better and ensure better compliance, in a matter of weeks!

Contact us today to discover how you can stay ahead of the competition and improve your bottom line.

Bdx360 - Bordereaux Management Solution Accelerator from Process360

Bordereaux Management Solution - Bdx360
Salesforce - Insurance

Bdx360 is a powerful bordereaux management accelerator for insurers, MGAs, and brokers, simplifying the entire lifecycle from data ingestion and validation to compliance and reporting. Leveraging AI and machine learning, it automates data extraction, ensures Lloyd’s compliance, and reduces manual errors—cutting processing times by up to 90%. With real-time analytics and high accuracy, Bdx360 transforms complex workflows into seamless, efficient processes, empowering businesses with better risk management, premium tracking, claims reporting, and actionable insights.

Real Estate

Real Estate Accelerator
Salesforce - Real Estate

The RE Accelerator is designed for  real estate businesses to effectively manage the sales process for the Lead Management to Contract cycle. It provides a framework for real estate companies to manage property inventories for commercial, residential & land/plots properties, lead & opportunity pipelines, generate proposals & quotes, maintain contract information and lease agreements. The framework provides foundational processes that can be further configured and enhanced to meet the specific needs of your organisation for real estate sales and property management services.

Services

Sales & Distribution Management Solution
Salesforce - Sales & Distribution

The Sales and Distribution Management solution (DMS) is designed for businesses engaged in sales and distribution of products through their own direct distribution operations or indirectly through channel partners like distributors / dealers to their retail networks / customers. The solution provides sales functions for lead, opportunity management and orders, distribution activities like visits and route planning, visits execution, outlet coverage, taking orders, delivering goods, issuing invoices & collecting payments, performing stock checks, reporting on accounts receivables and stock ledger.

Hospital CRM Solutions

Hospitality – Sales & CRM Solution
Salesforce - Sales & CRM Solution

The Hospitality Sales & CRM solution is designed for hospitality businesses focussed on engaging with customers across corporate and retail segment to manage sales opportunities for corporate customers, groups and individual customers. The solution provides sales executives complete visibility to hotel properties and functionality to manage sales from initial lead generation to nurturing opportunities till sales order and contract stages.The solution is suitable for hospitality groups with multiple properties spread across geographies and properties designed for the various customer segments.
FINS Loan

FINS – Loan Origination Solution (LOS)
Salesforce - Banking

The Loan Origination solution is designed for financial services businesses focussed on providing loans to individuals and businesses for their personal financing needs or for financing business related requirements. The solution provides Relationship Managers and Sales executives functionality to complete the customer acquisition process from lead generation to managing the complete loan application process from customer on-boarding/KYC to managing credit verifications, approvals, loan disbursements and the post-sales process of managing collections and customer service.