Transactor Pricing, Features, Reviews & Comparison of Alternatives


Policy administration for insurance brokers & agencies

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Transactor overview

Transactor is a cloud-based insurance software for SMBs and enterprises located in the U.K. and Europe. The product offers a wide range of features including underwriting, document management, reporting and accounts management.

Transactor provides an underwriting solution that allows insurance businesses to deploy their own schemes. The company also provides technical underwriters for the purpose of programming and updating the client when a new scheme is built. The front end applications of Transactor continuously interact with the back-end office databases to keep all information up to date, and enhance productivity across the organization.

Transactor offers website development features that support the entire policy processing for B2B and B2C distribution methods. The websites can be customized and branded to meet the exact needs of the insurance companies. Administrators are authorized to control the website and make changes through a web based CMS, reducing development time.

Transactor's document management features allow users to fully archive all documents sent to customers. Transactor also provides MI Cube, a tool that enables offline reporting and the analysis of raw data in order to generate useful business insights. The solution integrates with multiple third party providers including Bankval, Verifone, Sage, LexisNexis, CarweB and Winn Assist, among others. Third party partnerships with payment processing service providers enable clients to accept multiple payment methodologies.


Pricing options
Value for money
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Business size



Europe, United Kingdom

Supported languages

English, Polish
Transactor screenshotIntroducing Transactor Version 7 - Configurable Insurance SoftwareTransactor screenshotTransactor screenshotTransactor screenshotTransactor screenshotA Fresh Approach to Insurance Websites - Transactor Version 7

Transactor reviews

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Transactor pricing

Pricing options
One time license
View Pricing Plans

Contact Transactor Global Solutions for pricing details.

Transactor features

Third Party Integration

Accounting Integration (65 other apps)
Activity Dashboard (101 other apps)
Activity Tracking (64 other apps)
Automatic Notifications (86 other apps)
Automatic Reminders (74 other apps)
Billing & Invoicing (79 other apps)
Calendar Management (80 other apps)
Client Portal (61 other apps)
Customizable Reporting (75 other apps)
Data Import/Export (63 other apps)
Document Storage (61 other apps)
Electronic Payments (66 other apps)
Inventory Management (86 other apps)
Inventory Tracking (69 other apps)
Invoice Management (99 other apps)
Real Time Data (61 other apps)
Reporting & Statistics (122 other apps)
Search Functionality (74 other apps)

Additional information for Transactor

Key features of Transactor

  • Office database integation
  • Support for multiple currencies
  • Integrates with websites
  • Insurance delivery process
  • Claims management
  • Customizable fields
  • Customize questions
  • Train new employees
  • Policy lifecycle management
  • Custom branding for websites
  • Customer login
  • Record payments
  • Third party integration
  • Email distribution of policies
  • Offline reporting & analysis
  • API
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Transactor allows insurance businesses which operate online or via a contact centre to create customized screens for relevant data capture with the help of a Screenbuilder tool.

Scripts can be added to help new employees, and different levels of authority can be assigned to individual staff members.

Transactor has partnership and collaborative arrangements with a number of third parties, and an open API for integration with almost any third party application.

Users can create and edit a variety of policy documents for print, email, delivery via SMS or access online, with Transactor Document Manager.

Transactor's Claims Suite toolset enables the set up of full claims handling, including the ability to record both payments and recoveries from the customer, lawyers, suppliers, third parties, and more.