The policy admin system performs ratings, provides quotes, binds, and issues the policy. It is also used for endorsements and renewals. Remove remaining manual steps in policy management to reduce error rate and expenses, and decrease handling time by automating steps such as the policy check.
Automate policy management and review
Reduce onboarding timesEnable clients to join your business faster and improve time to value.
Reduce errors & omissionsReduce errors in policy checks and underwriting slips processing
Improve customer experienceProvide the final policy faster and execute easily on endorsements
Extract informationExtract key information across complex policy documents, underwriting slips, and binders
Compare documentsDetect differences between the binder and issued policy, or between the underwriting slip and the issued policy
Change terms and coverageExecute on endorsements or seek & replace unfavorable clauses