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DataPath Summit Overview

DataPath Summit is a specialized insurance agency software designed to streamline operations and enhance efficiency for insurance professionals. This comprehensive solution provides tools for policy management, claims processing, and customer relationship management, enabling agencies to manage their workflows seamlessly. Users can easily track policy details, manage renewals, and handle claims with minimal effort. The software also includes powerful reporting and analytics features, allowing agencies to monitor performance metrics and identify trends in their business. With built-in communication tools, DataPath Summit enables agents to engage with clients effectively and provide exceptional service. By implementing this insurance agency software, organizations can improve operational efficiency, enhance customer satisfaction, and ultimately drive business growth.

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DataPath Summit Screenshot & Video

Contact Details

  • Vendor Name DataPath
  • Founded 1984
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Windows Windows
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Computer Software, Professional Training

DataPath Summit Features

  • Arrow Icon Self Service Portal
  • Arrow Icon Vacation/Leave Tracking
  • Arrow Icon Performance Management
  • Arrow Icon Disability Insurance Administration
  • Arrow Icon Time Off Requests
  • Arrow Icon Document Management
  • Arrow Icon Applicant Tracking
  • Arrow Icon Life Insurance Administration
  • Arrow Icon Health Insurance Administration
  • Arrow Icon Attendance Tracking
  • Arrow Icon Benefits Management
  • Arrow Icon Compliance Management
  • Arrow Icon Retirement Plan Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Recruitment Management
  • Arrow Icon Deduction Management
  • Arrow Icon Online Benefits Enrollment
  • Arrow Icon Compensation Management
  • Arrow Icon HR Management
  • Arrow Icon Employee Database
  • Arrow Icon Sick Leave Tracking
  • Arrow Icon Payroll Management
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Employee Management
  • Arrow Icon Training Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking

DataPath Summit Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

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DataPath Summit FAQs

DataPath Summit is a specialized insurance agency software designed to streamline operations and enhance efficiency for insurance professionals. This comprehensive solution provides tools for policy management, claims processing, and customer relationship management, enabling agencies to manage their workflows seamlessly. Users can easily track policy details, manage renewals, and handle claims with minimal effort. The software also includes powerful reporting and analytics features, allowing agencies to monitor performance metrics and identify trends in their business. With built-in communication tools, DataPath Summit enables agents to engage with clients effectively and provide exceptional service. By implementing this insurance agency software, organizations can improve operational efficiency, enhance customer satisfaction, and ultimately drive business growth.

  • No, DataPath Summit does not offer a free version.

  • Yes, DataPath Summit offers a free trial.

  • No, Credit Card details are not required for the DataPath Summit trial.

  • No, DataPath Summit does not offer an API.

  • DataPath Summit offers support with the following options:
    • 24x7 Support , Email , Phone , Chat

  • DataPath Summit offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • DataPath Summit supports the following languages:
    • English

  • Following are the typical users of the DataPath Summit:
    • Self-Employed , Small-Business , Midsize-Business

  • DataPath Summit supports the following deployment:
    • Cloud Hosted , On-Premise

  • DataPath Summit supports the following devices and operating systems:
    • Web-Based , Windows , Linux