PolicyEnterprise
Flexible policy lifecycle management from quote through renewal.
Reduce Your Risk
PolicyEnterprise provides complete automation for every step of the insurance policy lifecycle – from the first agent interaction with the consumer, through underwriting, service and renewal. With straight-through application and endorsement processing, underwriting costs can be reduced by more than 30%. Built in business intelligence and integrations with regulatory services helps you reduce risk with every new policy.
Build loyalty
Meet the needs of agents, distributors, service agents, underwriters, and the consumer with a single policy record that spans the life of the policy from generation through renewal.
Simplify underwriting
Reduce underwriting time and cost with straight -through application and endorsement processing.
Empower team members
Business users can configure existing products or rapidly launch new ones without the help of IT.
Built In Integrations
Built-in regulatory integrations let you rapidly respond to market shifts and regulatory changes.
Online service
Increase customer and agent satisfaction with simple views and complete information in a simple to use portal.
Reduce risk
Configure Underwriting rules to automatically govern your processes for more predictable and profitable outcomes.
Who is using this product?
Underwriters
Full functionality for policy administration, premium or qualification rules and control for individual policies or a complete book of business.
Agents
Intuitive system is easy to use. Simple quotes, applications, policy services and commissions management.
Administrators
Create, maintain and launch new products, rates, rules and content. Assign permission-based roles and monitor business performance through analytics.
Consumers
Simple online quoting, policy application, payment and policy inquiries. Consumers and service reps have access to consistent, real-time account information.
Benefits
Reduce costs and cycle time
Reduce underwriting costs and cycle time by improving underwriting accuracy and efficiency. Reduce risk and eliminate bottlenecks with a single-path, automated policy system.
Responds to market shifts
Rapidly respond to market shifts and regulatory changes with built in configuration options so business users can enhance existing products or rapidly develop or launch new ones.
Customer portal
Engage your consumer and the agent with our easy to use, web-based customer portal—giving agents, consumers and customer service reps a complete view into every policy detail.
Comprehensive
Complete policy administration helps you drive profit and control costs. It transforms policy handling and provides a complete system of record throughout the entire underwriting and administration process.
Gives you control
Adjust rates, modify underwriting rules, introduce new product and respond to market and regulatory changes without involving IT resources.
Customer santisfaction
Increase efficiency and customer satisfaction with a policy system that is completely connected from agent, through underwriting, through servicing and renewal.
Single Process
A single set of processes are used across all distribution channels, providing a consistent intuitive experience.
Distribution
Pre-built distribution processes allow easy integration to document processing service providers.
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