Improve and automate your policy lifecycle

Manage your policies, renewals, endorsements, billing, reporting and other policy lifecycle processes in an automated and digital way with our flexible policy admin system, enabling major cost savings and improved efficiency and productivity.  

Insurance company staff will use the admin portal to manage products and the full lifecycle of policies created from the products. Insurance company staff will also collaborate with external stakeholders that use other portals, such as client portal or HR, member and provider portals (for health product lines only).  Currently, all health product lines are supported - policy admin system for life and P&C lines coming soon.

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Streamline your processes with our  future-proof solution

Our regular system updates ensure you always have the most innovative platform, not just today or tomorrow, but in the next decade.

Business benefits

Automated processes

Save time by automating renewals, payments, commission calculation and more.

Productivity

40% higher number of policies per FTE

Features

Client overview

Get a 360 degree overview of your individual, group, and company clients with our user-friendly interface.

Member movement

Add new members, terminate policies, and reinstate members fluidly. Update plans for members, and send SMS/email notice to customers.

Member information

Access all standard policy endorsements out of the box. Update plan additions, T&Cs, policy holder, policy extension, and policy cancellation and issue SME/email notice to customers.

Renewal management

Get notified of upcoming renewals and remind both your business users and clients for a timely renewal process, and send SMS/email notice to customers.