Free Operations Tool
Score your policy administration efficiency across 6 key areas, get an estimate of weekly manual hours, and see exactly where automation would have the biggest impact.
24 questions across 6 categories. Takes about 5 minutes. No sign-up required. Your estimated hours figure is indicative — actual time will vary based on team size, complexity, and volume.
A quantified view of where your policy admin time goes — and where automation could give it back.
Overall and per-category automation scores with colour-coded ratings — see exactly how manual your operation is.
An estimate of weekly manual hours and FTE equivalent spent on policy admin — a number you can take to your board.
Specific recommendations for each category showing where automation would have the greatest impact on your operation.
6 Key Areas
Covers the core policy administration processes that consume the most handler time in insurance operations.
How new policies are received, allocated, and processed — from initial enquiry through to binding and document issuance.
How policy changes, additions, and cancellations are received, processed, and documented during the policy term.
How renewal pipelines are managed, at-risk clients identified, and retention strategies executed across the book of business.
How data is compiled, formatted, and submitted to insurers and capacity providers — including bordereaux, loss runs, and performance reports.
How premiums are collected, allocated, reconciled, and settled — including credit control, refunds, and insurer payments.
How operational data is collected, reported, and used to drive decisions — including handler productivity, SLAs, and business performance.
