It all starts with our easy-to-use application process, which can be accessed from the insured’s desktop, tablet or mobile device. From there, Insurance Management Suite generates new and automated renewal quotes and, upon approval and payment, creates the policy. We make the process as quick and painless as possible for your insureds.

Forget the days of having separate underwriting and claims management systems. With Insurance Management Suite, everything is fully integrated. Even better, claims documents can be accessed from anywhere you have an internet connection. All your claim documents, notes and related emails easily attach to the policy electronically – meaning there’s no longer a need for all those filing cabinets in your office. Insurance Management Suite also offers point-in-time policy coverage verifications and the ability to track and adjust reserves and expenses.

Unlock the future of insurance and finance with AI-Enabled Underwriting! Our cutting-edge technology streamlines the risk assessment process, delivering faster, more accurate decisions tailored to your unique needs. Say goodbye to lengthy evaluations and hello to personalized coverage with unmatched precision. With AI, we’re not just underwriting— we’re revolutionizing it. Experience the next level of efficiency, transparency, and customer satisfaction. Join us in transforming the industry with AI-Enabled Underwriting, where innovation meets intelligence!

We know every insured is different and that, as an insurance provider, you want to be as flexible as possible to the needs of your customers. That’s why Insurance Management Suite offers a variety of payment options, including payment plans, credit card transactions and ACH/automated withdrawal. Your insureds can easily configure their payment preferences through our online portal.

Insurance Management Suite makes it easy for both your insureds and your employees to access the information they need. Insureds who are reapplying for coverage will be presented with an application that has been auto-filled with the previous year’s information – saving your insureds time. After an insured applies, they’ll be able to see the status of their application or quote, pay for their policy, request policy changes and more.

Looking for a way to streamline your operation? We’ve got it. With Insurance Management Suite, you can set up fully configurable risk rating factors that allow for logic-based auto-decisioning and straight–through processing. But if you’re not quite ready for that, don’t worry – it’s a feature that can easily be turned on or off.

Brokers can easily submit applications on behalf of their customers. When it comes through the portal, it’s marked as broker business and is routed to the appropriate underwriter. Commission is auto calculated, making the process seamless. Brokers can also log in to the system to view a dashboard that contains all their customers in one place.