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Policy Management for All Stakeholders

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Privilege management

Define different degrees of privileges (features, data access, approval level, tailor-made reporting...) depending on the user status, seniority and authority level.

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Easy policy edit

Modify various information on existing policies, automatically update policy information, finance reporting, or re-issue policy documents.

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Reliable policy reports

All policies sold can be viewed on a single tab, with more comprehensive insights such as commissions & taxes included depending on level of privilege.

Policy Administration System
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Advanced premium calculation engine

Enable your agent/broker to rapidly generate quotes and issue dynamic insurance certificates.

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Sales performances dashboard

Keep track of your product performances using our rich data visualization, which gives you access in real time to your preferred key performance indicators.

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Cancel and reissue policy

Easy policy cancellation and reissuance for major information changes such as policy upgrade.

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Change monitoring

All changes and actions within the platform are logged in order to ensure clear accountability.

Policy Management Module
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MORE REASONS TO LOVE

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Improved customer satisfaction

Meet self-service demands by configuring customized, multi-channel support for customers, agent, brokers and other third party entities.

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Faster testing, deployment and changes

Rapidly respond to market shifts and lower implementation costs for product deployment with a single point of change for price, format and rules.