Manage the entire policy lifecycle.
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Automatically create policiesGenerate new policies based on approved quotes, then send them automatically. All it takes is a single click.
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Manage renewals and billingAutomate parts of the renewal process, and integrate your billing system to handle the financial transactions.
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Compile Bordereaux reportsAutomatically compile your regulatory reports and give your carrier real-time insight into risk reports.
Reduce errors and speed up your policy creation. Policy admin automatically performs sanction checks for you, then lets you create and send policies from approved quotes with a single click.
Track and manage all your endorsements or mid-term adjustments, renewals, claims, and cancellations. Every email, phone call, quote and renewal document is automatically logged in one place for a clear audit trail.
Save time by automating aspects of the renewal process. Automatically issue notice of renewals and generate quotes based on your underwriting rules. All you have to do is review the renewal, then click a button to issue it.
Meet your regulatory requirements, automatically. Policy admin compiles written, paid, and exposure Bordereaux reports and gives your carrier instant access and insight into how your book of business is performing.
Core
Underwriting workbench
Custom reporting
Data enrichment
Salesforce CRM
