Product Overview
Policy Management
Policy Management is a cloud-based, modern, and configurable tool that supports the entire policy lifecycle from quote to renewal over mid-term adjustment.
Our software enables insurance businesses to manage complicated workflow and allows simple control with no-code configuration tools, and modular software architecture. These benefits make upgrading easy without the risk of breaking the entire software.
Specifications
Automate Processes
Save time by automating renewals, payments, claims, commission calculation and more.
Full Audit Trial
Follow records and events back to their origin offering transparency and protection.
Operational Efficiency
Work efficiently through streamlining processes, react flexible and agile to keep up with the speed of the market.
Quote :
An accurate quotation is sent from the back office easily to improve the pricing speed.
Bind :
Binding a quotation is easily possible while keeping track of details and transactions.
Endorse :
Back office users can make mid-term policy adjustments with smart endorsement processing.
Renewal :
If the client wants to renew a policy, changes and purchase can be easily handled from the back office.
Cancellation :
If a client wants to cancel a policy, a back-end user can pick the date and the provided reason for the cancellation.