Policy Services

• Customize workflow and processes
• We provide out-of-the-box rule and workflow support for new business, renewals, endorsements, cancellations and reinstatements
• We can customize to meet your specific rules and workflow needs
• Reconcile out-of-sequence endorsements, automate audits, process batch renewals, and schedule future endorsements
• Feed data to billing, data warehouses, and other downstream systems
• Enforce Policies and rules
• Provide your agents with binding authority only when risks meet specific requirements
• Create approval and declination limits for individual underwriters
• Provide auditors with their own customized work environment