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.
