Policy
Administration
System

Simplify and automate policy operations with our modular Policy Administration System, enabling you to efficiently manage policies, optimize workflows and store policy data in a structured and easily accessible manner.

Key business advantages

Enhanced Data Quality
Seamless Transfer
Full Control of Process
4 modules that you buy together or separately
We offer our Policy Administration System as all-in-one solution or a solution with selected modules: Policy Processor, Policy Register, Policy Service Module and Payment Module separately. We can customize our solution to suit your needs and business, as well as to incorporate new functionalities. You can choose to configure for Life or P&C insurance or both.
Policy Processor
Manage your policy processes in an efficient and ordered manner.
Seamless manage insurance policy processes
Our Policy Processor is designed to run all the policy tasks throughout the policy lifecycle.
Its policy processing architecture is transparent due to concept of events. Every action, operation, and change in policies is represented as an event, which has its own cause and effect chain. As a result, policy processes are structured and can be modified or extended. Policy processing, policy reversal and policy reprocessing are very intuitive.
Our solution includes all standard policy processes, such as policy application, generation, endorsements, modifications, payments, and more. These can be customized to meet specific requirements, with new processes added with ease.
Our tool fosters automation. Users can easily configure which operations or processes will be run automatically.
Our Policy Processor generates log entries resulting from policy processing and sends them to the subledger.

Policy Register

Store all policy information in one place.
Our Policy Register serves as a centralized repository that captures all application and policy data and important events that occur throughout the policy lifecycle, such as policy issuing, renewal, changes, approvals, payments, cancellations, terminations and agent changes.
The register reflects not only the current status, but also historical policy changes.
It is designed to be the only source of policy information, making it easier to manage policies.
Store all insurance policy data in one place
Policy Service Module
Administer your policies smoothly.
Manage insurance products smoothly
Our Policy Service Module is a user-friendly tool that allows your back-office staff to manage policies and perform all related operations directly in our Policy Administration System.
It enables users to create and graphically configure workflow processes that guide and support your operations team.
The module allows for task automation and customization, catering to diverse products, customers, and specific requirements.
Our Policy Service Module supports the definition of different roles and authorization levels to ensure not only security and compliance, but also workflow efficiency.

Payment Module

Pay your liabilities automatically.
Our Payment Module automatically collects and prepares all required data for payment.
It includes transaction management functions for viewing, controlling and authorizing payments both manually and automatically.
It can be easily integrated with banking and payment systems via API. It can also generate static files if needed.
Our solution can also generate a list of journal entries for subledger.
Automatically collect payments
Additional modules that can be incorporated
into Policy Administration System:
Sales Distribution
Management Module
Manage sales with centralized registration and management of distributors and their structure.
Product
Configurator
Simplify and accelerate the deployment, modification, customization and management the product offer.
Pricing
Configurator
Streamline the pricing process by enabling efficient deployment, modification, calculatation, and management of prices.
Underwriting
Configurator
Give users the ability to define, implement, automate, and centralize underwriting rules.
Benefits
Improved productivity
Increase operational efficiency by reducing manual processes, automating tasks and streamlining workflows.
Enhanced service delivery
Reduce processing time and improve service quality by automating and customizing workflow planning.
Customization and user-friendliness
Benefit from configurable and intuitive tools that can be easily tailored to user needs and specific requirements.
Easy integration with other systems
Ensure seamless data exchange, better process coordination and system efficiency with easy integration with other systems and applications.
Centralization and data integrity
Provide a single centralized and structured source of policy data, making it easy to monitor and manage policies throughout their lifecycle.
Short time to market
Configure your processes in all phases of operations quickly and efficiently, adapting them to changing circumstances.
Talk with Expert
Case Study
Janusz Januszkiewicz
Członek Zarządu
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations... Show more
Janusz Januszkiewicz
Członek Zarządu
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations... Show more
Frequently
asked questions
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more