Point of Sales and Service Software Solution

Policy Wording, Binding and Generation

Streamline the policy wording, binding, and generation process to minimize losses and penalties by deftly managing complex policies and clause updates. Enable back office and underwriting teams with self-service access to the wording library. Improve process efficiency with features such as template libraries, clause libraries, rule definition, and strong integration capabilities with core systems.

Comprehensive Clause Library

Support for creating new clauses and precise product and policy wordings
Ability to update clauses based on the type of product/endorsement/service
Ability to apply various rules, such as show, hide, or replace, on wordings to handle multiple products and endorsements
Powerful search capabilities
Maker-checker capability to highlight any changes made in the clause library
End-to-end monitoring and detailed audit trails

Dynamic Template Library

In-built dynamic text editor for creating new templates
Support for uploading existing templates into the system
Ability to automatically add words associated with endorsement/product type in policies

Seamless Policy Creation

Detailed view of the rules applied at the time of policy generation
Rule-based policy/wording/clause editing by designated users
Seamless integration with the core policy administration system for fetching the client/coverage/endorsement details, selecting the corresponding template, and applying the relevant wording rules based on the selected coverages
Support for API and batch-based integration to get the metadata required for policy generation
Auto-storage of client-specific edits in the local library, which are helpful at the time of renewals

Solutions for Insurance Firms

Policy Issuance and Underwriting

Issue policies instantly and accurately using an...

Policy Administration and Servicing

Improve customer experience and retention by streamlining...

Claims Processing

Streamline the claims lifecycle for fast, accurate, and...

Point of Sales and Service

Empower your agents and customers with intuitive mobile...

Policy Wording, Binding and Generation

Digitize the end-to-end policy lifecycle and enable...

Success Stories