Workflow automation for brokers, MGAs, claims administrators, and underwriting teams — from FNOL to settlement.
Each workflow is purpose-built for insurance operations — not generic templates.
Capture first notification of loss from any channel, validate policy details in real time, and route claims to the right handler — all without manual re-keying.
Automatically score, segment, and prioritise incoming claims by complexity, value, and fraud indicators — so your best handlers focus on the cases that matter most.
Automate mid-term adjustments, renewals, cancellations, and endorsement processing — reducing admin burden and improving broker response times.
Automate the production, validation, and submission of premium and claims bordereaux — eliminating spreadsheet errors and meeting capacity provider deadlines every month.
Automatically reconcile premium finance instalment schedules against policy records and insurer statements — catching discrepancies before they become write-offs.
Structure the journey from reserve to payment with configurable approval chains, automated payment processing, and full FCA-compliant audit trails.
Auto-generate policy schedules, claim letters, renewal notices, and regulatory documents from structured data — eliminating manual drafting and formatting errors.
Manage the full MGA operating model — from binding authority compliance through underwriting workflow to capacity provider reporting — in a single connected platform.
Manage insurance complaints from receipt to resolution with structured workflows, regulatory deadline tracking, and FOS-ready case files — demonstrating Consumer Duty compliance at every step.
Track binding authority agreements, monitor coverholder performance, and maintain audit-ready compliance records — whether you are the delegating insurer or the coverholder.
