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Policy Management

Policy Administration, Rating, Underwriting, and Billing

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A platform built for the cloud

Integrated components enable speed-to-market, streamlined processes, and improved customer service
Comprehensive Functionality

Comprehensive functionality

Manage program definitions, underwriting rules, rate tables and algorithms, document and form templates, out-of-sequence endorsements, claims, and more.

API based Felxibility

API-based flexibility

Quick integration with other ecosystem solutions along with endless customization options.

 

Reporting without Rocket Science

Reporting without rocket science

Library of pre-configured reports for automated distribution on your schedule--without IT development.

Ratings

Ratings

Customizable rating engine that seamlessly works with policy administration. Quickly configured by business users, enabling both the creation of new rates and updates to existing ones without involving IT.

Underwriting

Underwriting

Customizable underwriting that seamlessly works with rating and policy administration. Easily configured to enable exception underwriting, streamlining workflow.

Billing

Billing

Integrated payments and billing with configurable payment management, rate calculation, and billing reporting. Features include automated billing schedules, management of rate calculations, payment processing transactions, recurring payment, and selection of billing due date.

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