Clients & Policies
Hold client information, cover and renewal details together.
- Clients
- Policies
- Renewals
- Documents
All systems
For insurance operations
Insurance Management
Keep clients, cover, claims and finance in context. Give your team a clear path from the next renewal to the next approval.
- Clients
- Policies
- Claims
- Ledger
THE WORK, BROUGHT TOGETHERYour everyday work.
Your everyday work.
In a better place.
Keep the relationship between a client, their cover and the work behind it visible.
Insurance Management organises the relationship between clients, policies, claims and finance. Each record keeps its supporting documents and activity close, making the next action easier to see.
Claims
Follow each claim with its assessment and supporting documents.
- Claims
- Assessments
- Claim documents
Approvals
Make decisions and review history visible to the people involved.
- Review queues
- Approvals
- Activity
Finance & Ledger
Connect premium payments to the financial record behind each policy.
- Premiums
- Payments
- Ledger
- Reconciliation
Operations
Keep follow-ups moving across teams without losing ownership.
- Tasks
- Teams
- Notifications
Reporting
Review policy, claims and finance activity from a consistent source.
- Policy reports
- Claims reports
- Finance reports
FROM FIRST STEP TO NEXT STEPA workflow with
A workflow with
a clear direction.
See how the core work moves through Insurance. Each stage keeps the next part of the process in view.
- 01
Client
- 02
Policy
- 03
Claim
- 04
Approval
- 05
Ledger
THE DETAILS THAT MAKE A DIFFERENCEMore of what
More of what
your team needs.
Practical tools that support the work around the main workflow, so everyday details have a home too.
Renewal Tracking
Keep upcoming policy renewals visible to teams.
Approval Queues
Organise work that needs review and approval.
Each claim stays linked to the relevant client, policy, documents and review activity.
Policy records include renewal activity so teams can review what is coming next.
Open the system site and contact our team. A sales agent will arrange a walkthrough and sign in during the showcase.
YOUR NEXT CHAPTERMake room for
Make room for
better work.
See how Insurance Management fits your team. Tell us about your work and we’ll arrange a guided walkthrough.
Let’s talk about your business