Policy Management
Manage all insurance types with complete lifecycle tracking from issuance to renewal. Automate premium calculations, track NCB, and never miss a renewal with intelligent reminder systems.
What is Policy Management?
Our Policy Management system handles the complete insurance policy lifecycle for all types - Motor, Health, Life, and Travel. From policy issuance to renewal tracking, premium calculations to NCB management, everything you need in one powerful platform.
Key Features
All Insurance Types
Manage Motor, Health, Life, and Travel insurance with type-specific fields and workflows.
Renewal Tracking
Automated renewal reminders at 30, 15, and 7 days before expiry via WhatsApp, SMS, and email.
Premium Calculations
Automatic premium breakdown with base amount, GST, addon covers, and discounts.
NCB Management
Track No Claim Bonus (20% to 50%) with automatic progression on claim-free renewals.
Document Generation
Auto-generate policy documents, renewal notices, and payment receipts with branding.
Renewal Linking
Link renewed policies to previous policies for complete policy history and NCB tracking.
Why It Matters
Increase Renewal Rates
Automated reminders increase renewal rates by 45%, securing your recurring revenue stream.
Reduce Manual Work
Automated calculations and workflows reduce policy processing time by 70%.
Ensure Accuracy
Eliminate calculation errors with automated premium and NCB calculations.
Better Insights
Track policy performance, expiry trends, and revenue forecasts with powerful analytics.
How It Works
Issue Policy
Create new policy with customer, coverage, and premium details.
Track Lifecycle
Monitor policy status, claims, and renewal dates automatically.
Send Reminders
Automated renewal notifications sent to customers via multiple channels.
Process Renewal
One-click renewal with NCB progression and updated premiums.
Related Features
Ready to Streamline Policy Management?
Start your 14-day free trial today. No credit card required.