Policy Management
Manage the entire policy lifecycle with structured, auditable workflows designed for speed and compliance.
Full lifecycle support: new
business, endorsements, cancellations, reinstatements, and renewals
Structured data entry with
required field checks and dynamic validations
Auto-generate quote & binder
templates along with filling policy forms: dec pages, schedules, and binders based
on policy status
Full audit history and approval
tracking across the lifecycle of a policy
Document Management
Centralize, organize, and automate every document tied to your submissions and policies.
Store, tag, and search documents
with full audit logs
Automatically associate uploads
with matching policies or workflows
Create reusable templates for
common forms: binders, quote letters, etc.
eSignature support with tracked
delivery and return
Workflow & Task Management
Route work intelligently with configurable workflows, task rules, and performance tracking.
Assign tasks based on roles, LOB,
or submission type
Track turnaround times with SLA
monitors and escalations
Use prebuilt workflows for each
LOB or carrier requirement
Visualize workload by team, due
date, and task type
Integrated Accounting
Maintain financial accuracy with a full accrual-based accounting layer built for insurance transactions.
Track all receivables and payables
per policy or producer
Map transactions to a general
ledger with automated journal entry generation
Generate carrier-ready bordereaux
from live transaction data
Sync seamlessly with QuickBooks
for back-office reconciliation
Integrated Rating & Carrier Integration
Quote faster with built-in rating and seamless integrations across Excel, ISO, carrier APIs, or other customer raters.
Use internal rating logic or
upload custom Excel raters with mapped formulas
Integrate with over 40 carrier
APIs for real-time rate, quote, bind (RQB) flow
Support ISO rating tables with
override logic for program nuances
Enforce carrier-specific rules for
required data and documentation
Claims Tracking
Track and manage claims data across partners, programs, and policyholders.
Monitor every claim with custom
status workflows and adjuster notes
Track loss reserves, reserve
changes, and notifications
Integrate into third-party claims
management systems and TPAs
Analyze claim trends, close
ratios, and incurred losses via dashboards
