Enabling back-office users, brokers and end consumers to manage policies swiftly, simply and intelligently – throughout the policy lifecycle.
Manage risks swiftly and intelligently
Clear & Concise Processes
Create & update risks rapidly, aided by intelligent risk workflows and helpful data.
Adaptable Policy Workflows
Intelligent workflows change routes and questions based on policy status and lifecycle stage.
Chat to colleagues, Brokers and Customers with the built-in, auditable messaging.
Maintain detailed claim developments on each claim with notes and document upload capability.
Professional, branded, versioned documents with intelligent dynamic data capability.
Automatic and manual task creation & management, tied to specific risks and processes.
View key events and information in a timeline format for simple risk tracking.
Automatic sanctions checking built in to speed up and simplify the sanctions process.
Manages complex, multi-section, multi-tax, multi-country pricing calculations.
Automatic and manual endorsements at both policy and section levels.
Authorisations & Peer Reviews
Automatically process risks through auditable authorisation and peer review processes.
MTAs & Renewals
Apply specific workflow, underwriting and pricing rules for MTA and Renewal actions.
MTAs & Renewals
Speed up key risk management processes using intelligent workflows and automation. Carry out changes in the back-office with ease, or even allow customers to self-serve.
Create MTAs in seconds, present only relevant questions, calculate MTA premiums in seconds.
Operate manual, semi-automated or fully automatic renewals based on product requirements and risk history.
Use internal and external data to speed up MTA and Renewal decision making and processes.
Insureflow risk comparison enables users to quickly view differences between versions of the risk.
Professional, fully branded and product specific document generation.
Fully automated document production for all your risk document requirements.
Display information in documents based on rules, logic, distribution type and more.
Fully versioned document outputs. Search and find any version for any risk, within moments.
Total customisation and branding capability across every template, for every product.
Enable customers to manage policies themselves, from accessing documents to carrying out fully automated MTAs and Renewals.
Deploy a secure, professional client area for customers to log in and manage their account and risks. Suitable for single or multi-risks.
Enable customers to request MTAs online. Enable automated MTA process online, or submit for manual review.
Manage renewals online, from requesting updated information for manual review, through to full automated renewal processing.
Provide customers with their insurance documentation online for 24/7 access.