Insurance Management
A complete solution to streamline client onboarding, policy tracking, claims processing, renewals, and compliance management for insurance agencies and brokers.
Key Features
Policy creation, issuance, and renewal
Automated premium calculations
Risk and reinsurance management
Regulatory compliance tracking
Claim lifecycle management
Email integration for client communication
Advanced reporting and performance analytics
Efficient Policy & Client Management
Easily manage client profiles and centralize all policy-related operations including creation, issuance, and renewals. Automate calculations and reduce administrative burden while maintaining accuracy.
Claims & Compliance Tracking
Streamline claim submissions, monitor progress in real-time, and resolve faster. Stay compliant with industry regulations through automated standards updates and clear audit trails.
Risk Assessment & Insights
Use robust risk evaluation tools to assess coverage vulnerabilities and make better underwriting decisions. Gain insight into performance with real-time analytics and KPI dashboards.
Full Description
Insurance Management – Centralized Control for Insurance Operations
The Insurance Management Add-On empowers insurers, agents, and underwriters with a centralized system to manage client information, insurance policies, claims, compliance, and renewals efficiently.
Client and Policy Management
Organize all client details, policy types, and coverage information from one dashboard. Create, issue, and renew policies with minimal effort, track all historical data, and ensure accuracy across transactions.
Premium Calculations and Claims
Automate premium calculations using fixed or variable inputs, reducing manual errors. Submit and track claims in real time while communicating updates to clients. Ensure seamless processing and improved client satisfaction.
Compliance and Regulatory Oversight
Stay compliant with changing regulations using automated compliance updates. Track document validity, policy expirations, and secure storage of sensitive information with confidence.
Automated Reminders and Renewals
Never miss a renewal. Set automated reminders for expiring policies and streamline the reissue process with pre-filled data and workflows. Maintain continuous coverage for clients with minimal friction.
Email Integration and Communication
Send email notifications for policy approvals, claims updates, and renewals. Maintain professional and timely communication to boost client trust and operational efficiency.
Risk and Reinsurance Management
Evaluate and manage policy risk exposure using dedicated tools. Support reinsurance planning and documentation through structured workflows.
Whether you’re running an insurance agency, working in compliance, or managing underwriting, this module brings clarity, efficiency, and accuracy to every part of the insurance process.