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Policy Administration System — Insurance

End‑to‑end policy lifecycle for Life, Health, and P&C: new business & issuance, endorsements, renewals, reinstatements, cancellations/refunds, billing & collections, commissions, and policy servicing — with strong product configurability and audit trail.

Fast to LaunchProducts live in days
Operational ControlMaker‑checker & SLAs
Omni‑ChannelPortal, API, and bancassurance

Product & Rules Engine

Coverage, riders/add‑ons, underwriting rules, benefits, exclusions, and waiting periods.

Illustrations & Quotes

Premium calculators, benefit projections, and printable quotes.

New Business & Issuance

Application capture, UW decisions, e‑sign, policy issuance, and welcome kits.

Endorsements & Servicing

Personal/benefit changes, sum insured, riders, beneficiaries, and address/bank updates.

Renewals & Reinstatements

Auto‑renewal, lapse & grace, reinstatement rules, and notifications.

Billing & Collections

Frequency, e‑invoices, VA/QR/cards, arrears, and allocation rules.

Commissions & Overrides

Agency hierarchy, split commissions, clawbacks, and statements.

Claims Hooks

FNOL intake, benefits eligibility checks, and seamless handover to Claims.

Documents & E‑Sign

Policy schedule, CoC, e‑signatures, and document storage.

Customer & Partner Portals

Self‑service policy view, endorsements, renewals, and status.

Dashboards & Reports

In‑force, lapses, premiums, endorsements, and commissions.

Integrations

UW, Claims, Billing, Payment Gateway/VA/QR, DWH/BI, and print house.

Technology & Integration

Underwriting & Claims Payment Gateway/VA/QR Document & E‑Sign Data Warehouse/BI Bancassurance APIs API‑First & SSO

What You Get

Free customization (products & workflows) Trial access until go‑live Annual maintenance incl. change requests Migration/import tools & training On‑prem or cloud
Ready to customize
Launch products faster and run policies with full control.
Share your product list, underwriting/billing rules, and document templates — we’ll configure a working pilot.
Request Free Customization