Define different degrees of privileges (features, data access, approval level, tailor-made reporting...) depending on the user status, seniority and authority level.
Modify various information on existing policies, automatically update policy information, finance reporting, or re-issue policy documents.
All policies sold can be viewed on a single tab, with more comprehensive insights such as commissions & taxes included depending on level of privilege.
Enable your agent/broker to rapidly generate quotes and issue dynamic insurance certificates.
Keep track of your product performances using our rich data visualization, which gives you access in real time to your preferred key performance indicators.
Easy policy cancellation and reissuance for major information changes such as policy upgrade.
All changes and actions within the platform are logged in order to ensure clear accountability.
Meet self-service demands by configuring customized, multi-channel support for customers, agent, brokers and other third party entities.
Rapidly respond to market shifts and lower implementation costs for product deployment with a single point of change for price, format and rules.