Client overview.
Get a 360 degree overview of your individual, group, and company clients with user-friendly interface.
Policy Administration
Once your policy is issued, your business users can use our policy admin hub to manage clients, policies, members, and other processes in a completely digital way.
Member movement.
Add new members, terminate policies, and reinstate members fluidly. Update health plans for members, and can issue SME/email notice to customer
Member information.
Access all standard policy endorsements out of the box. Update plan additions, T&Cs, policy holder, policy extension, and policy cancellation and can issue SME/email notice to customer.
Renewal management.
Get notified of upcoming renewals and remind both your business users and clients for a timely renewal process, and can issue SME/email notice to customer.
Endorsement management.
Add plan, update T&C, policy holder. Extend / cancel a policy and can issue SME/email notice to insured.
Document download.
Download all pertinent documents and document reports related to members and policies.
