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Synergy2 Reinsurance from Eurobase
Comprehensive treaty and facultative contract management, automated premium and claims processing, data gathering and reporting, support for multi-currency, multi-entity, and Lloyd's market compliance.
Product analysis by function
Treaty Management Software for Reinsurance
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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Core Treaty Documentation & Management
(7 Yes /7 Known /11 Possible features)
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Centralized Repository A secure, central location to store all treaty documents and related files. |
Product advertises 'centralized contract management' and secure storage as a primary offering. | |
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Version Control Tracks changes and maintains historical versions of treaty documents. |
Version control is mentioned as part of treaty document management on the product site. | |
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Template Library Predefined templates for standard treaty types (Proportional, XL, etc.). |
Product states support for templates for contract documentation. | |
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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.). |
Synergy2 highlights document import/export in formats such as Word and PDF. | |
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E-signature Integration Enables digital signatures and countersignatures on treaty documents. |
E-signature and digital signature/countersignature integrations are listed as available features. | |
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Audit Trail Maintains a detailed log of all actions taken on a document. |
Comprehensive audit trails and change history of documents are noted in the documentation and brochures. | |
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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. |
Product references bulk processing and batch uploading of treaty documents. | |
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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 |
Renewal & Expiry Management
(5 Yes /5 Known /10 Possible features)
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Renewal Workflows System-guided processes for treaty renewal initiation, review, and completion. |
Renewal workflows and automation of renewal initiation and review are listed as key system features. | |
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Expiration Alerts Automated notifications prior to treaty expiry. |
Automated reminders/alerts for treaty renewal and expiry are promoted as core functionality. | |
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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. |
System supports scheduled and automated reminders for renewals and key events. | |
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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. |
Product automates generation of renewal documentation with pre-populated fields. | |
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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. |
Bulk processing, including bulk renewals, is listed as a supported operational feature. | |
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Renewal Progress Analytics Dashboards and reports showing renewal completion rates and delays. |
No information available |
Negotiation & Communication Management
(4 Yes /4 Known /10 Possible features)
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Integrated Messaging In-app messaging system for real-time partner communication. |
Product documentation references integrated messaging and real-time communication features. | |
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Email Integration Ability to send/receive and log email communication within the platform. |
Email integration is called out as part of the communication suite. | |
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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. |
Collaboration tools and shared workspaces mentioned in the product overview. | |
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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. |
Role-based and dynamic access controls are indicated to ensure stage/role/counterparty-based permissions. | |
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Comment Search and Filtering Find and filter specific negotiation comments or threads. |
No information available |
Data Management & Integration
(5 Yes /5 Known /10 Possible features)
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API Connectivity RESTful or SOAP APIs to connect with external systems or data sources. |
REST APIs discussed for integration with external data and core systems. | |
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Core System Integration Prebuilt integrations with policy admin, claims, and financial systems. |
Prebuilt core system integrations such as policy admin and financials are a standard feature. | |
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Data Import/Export Tools Bulk uploading/downloading treaty and transaction data (CSV, XML, etc.). |
Bulk data import/export tools (CSV, XML) highlighted on product datasheet. | |
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Master Data Management Centralizes maintenance of cedents, reinsurers, brokers, jurisdictions, etc. |
Master data for cedents, brokers, and jurisdictions is supported. | |
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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. |
No information available | |
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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. |
Custom field definition, management, and reporting highlighted as a platform capability. |
Reporting & Analytics
(9 Yes /9 Known /11 Possible features)
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Standard Report Library Ready-to-use reports for common treaty, premium, or claims analytics. |
Library of standard reports for treaty, premium, and claims analytics is advertised. | |
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Ad-hoc Reporting Users can build and customize reports based on treaty data. |
Ad-hoc and customizable reporting builder explicitly available. | |
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Dashboards Configurable visual dashboards displaying key treaty KPIs. |
Configurable dashboards for KPIs and reporting shown in product screenshots. | |
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Automated Report Scheduling Schedule regular distribution of reports to stakeholders. |
Automated scheduling and distribution of reports is supported. | |
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Export to Excel/CSV/PDF Ability to export reports in multiple formats for offline analysis. |
Exports to Excel, CSV, and PDF formats are enabled based on marketing literature. | |
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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. |
Loss ratio analysis and reporting is listed among analytic capabilities. | |
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Premium & Claims Aggregations Aggregates premium and claims data at treaty, program, or portfolio level. |
Premium and claims aggregations and summaries feature is standard. | |
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User Activity Reporting Track logins, edits, approvals, and other user actions. |
System-wide user activity logging and reporting is called out. | |
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Data Visualization Charts and graphs for quick visual insights. |
Charts, dashboards, and graphical visualizations are present in marketing materials. | |
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Turnaround Time Metrics Measures speed of treaty negotiation or renewal completion. |
No information available |
Security & Compliance
(6 Yes /6 Known /10 Possible features)
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Role-Based Access Control Limits system access by job roles and responsibilities. |
Role-based access control is a standard enterprise feature. | |
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Audit Logging Comprehensive logs of all user/system activity. |
Full audit logging of user and system activity is cited as an enterprise compliance control. | |
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Data Encryption Encryption of data at rest and in transit. |
Data encryption at rest and in transit stated in security documentation. | |
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Single Sign-On (SSO) Support Integration with corporate identity providers for authentication. |
SSO (Single Sign-On) is supported and documented for corporate authentication. | |
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GDPR/CCPA Compliance Features supporting global data privacy regulations. |
Product mentions compliance with GDPR and similar regulations as a feature. | |
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Multi-Factor Authentication (MFA) Requires multiple verification methods to access the system. |
Multi-factor authentication is advertised as part of security suite. | |
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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 |
Workflow & Process Automation
(2 Yes /2 Known /10 Possible features)
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Customizable Workflows User-configurable business process flows for various treaty types. |
Configurable workflows for diverse treaty types is a capability described in product details. | |
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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. |
No information available | |
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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. |
Bulk/batch operations (workflow triggers for multiple treaties) mentioned as part of operational efficiency. |
User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-navigate UI requiring minimal training. |
Modern UI/UX highlighted as a selling point with a focus on minimal training requirements. | |
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Advanced Search & Filtering Robust search, filter, and sort options throughout the platform. |
Advanced search/filter capabilities referenced in user documentation. | |
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Mobile/Web Access Responsive design for access from desktop, tablet, or mobile. |
Supports access from desktop, tablet, and mobile with responsive design. | |
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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. |
User-customizable dashboards and notification settings referenced. | |
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Bulk/Batch Operations Performs actions on multiple records simultaneously. |
Bulk/batch operations supported for various actions. | |
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Multilingual Support User interface and documentation available in multiple languages. |
Multilingual support available, as Eurobase serves an international client base. | |
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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. |
Customizable dashboards promoted in the UI overview. | |
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Collaboration Features Tag/share treaties and leave comments for co-workers. |
No information available |
Scalability & Performance
(2 Yes /2 Known /10 Possible features)
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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. |
Platform supports horizontal scalability to support business growth. | |
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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 and business continuity are referenced in technical documentation. | |
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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. |
No information available | |
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Elastic Resource Allocation System automatically scales resources up/down based on demand. |
No information available |
Implementation & Support
(6 Yes /6 Known /10 Possible features)
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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 training modules, including guided onboarding, are cited in documentation. | |
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Comprehensive User Training Access to detailed training materials, videos, or instructor-led sessions. |
Training videos, materials, and instructor-led options are offered as part of onboarding. | |
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Configuration Flexibility Degree of configurability of the platform without vendor intervention. |
Self-configurable system setup and ongoing configuration are emphasized. | |
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Dedicated Account Manager Assigned representative for ongoing relationship management. |
Dedicated account managers provided as part of Eurobase’s support offering. | |
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24/7 Helpdesk Support Technical support availability around-the-clock. |
24/7 helpdesk and technical support outlined on the support section. | |
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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. |
Online knowledge base and FAQs accessible for self-serve support. | |
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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. |
No information available |
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