Platform makes policy management simple and convenient. Manage every step of policy servicing — from quotes to renewals — for streamlined operations, enhanced efficiency, and better customer service.
Make policy management for you and your customers, hassle-free
Policy management doesn’t need to be cumbersome and complicated. Platform makes the end-to-end process of managing policies painless for you — and delightful for your customers.
Core capabilities
Platform delivers the most up-to-date technology to support all your policy management needs.
Policy administration
Record, store, and easily retrieve policy documents, including quotes, binders, endorsements, billing details, renewal notices, and more.
System of record
Manage application forms, issue refunds, cancel policies, change coverage limits, and send policy documents in minutes.
Reporting
Use Platform’s reporting features, or integrate with your existing business intelligence tools, to quickly understand the current state of your business to inform decision-making.
Analytics
Automate integrations with analytics, data warehouse, and data visualization tools from leading providers such as Amazon Redshift, Microsoft Dynamics, Snowflake, Tableau, and more.