Administer policies in real
time, from any device.
Automate essential administrative tasks with a fully integrated policy portal
solution. The portal serves as an intermediary between members and agents
and the underwriter. Members and agents have the capability to administer their
policies for new business, renewals, and mid-year changes – in real time and
from any device. It's never been easier for pools, TPAs, and carriers to upload
data, run reports, service third-party certificates of insurance, and monitor the
policy management processes.
Policyholder Self-Service
» Member/Agent Portal
» Certificate Processing
» Self-Service Forms/Reports
» Configurable Questionnaire
» Attachments
» Renewal/Endorsement Processing
THE RISK POOLS PLAYBOOK Using Data to Win & Retain Members
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