Insurance Management: Policies, claims and premiums across life, health, property and liability insurance
No extra charge. Free instant access, no credit card required.
See it running
Insurance Management, screen by screen
Real screens from the running product.
What's inside
Everything in Insurance Management
97 items in 19 areas, every one shipping with the app today.
Configuration
- Settings
Products
- Insurance Products
- Coverage Types
- Coverages
- Perils
- Policy Wording
- Proposal Questions
- Rate Bench
Parties
- Carriers
- Intermediaries
- Producers
- Party Roles
Rating
- Rating Tables
- Rating Factors
- Short-rate Scales
Compliance
- Statutory Levies
- Document Requirements
Classes of Business
- Lines of Business
Reports
- Premium Production
- Loss Analysis
- Development Triangle
- Unearned Premium Runoff
- Retention
- Premium Register
- Claims Register
- Commission Register
- IFRS 17 Measurement
- Service Level Tracking
- API Calls
Reinsurance
- Treaties
- Layers
- Reinsurer Panel
- Premium Cessions
- Claim Recoveries
- Bordereaux
- Bordereau Detail
Claims
- Claims
- Exposures
- Payments
- Reserve Movements
- Reserving Studies
- Development Triangle
Billing
- Billing Schedules
- Instalments
- Premium Receivables
- Unearned Premium Runs
Analysis
- Premium Analysis
- Premium Movement
- Levies Collected
- Risks
Submissions
- Pipeline
- My Referrals
- Quote Options
Underwriting
- Policies
- Transactions
- Renewals Pipeline
Insurance
- Breached & At Risk
Documents it prints
- Policy Schedule
- Endorsement Schedule
- Certificates of Insurance
- Certificate of Insurance
- Renewal Notice
- Premium Debit / Credit Note
- Claim Acknowledgement
- Discharge Voucher
It runs by itself
- Insurance: refresh receivables and run dunningRuns daily
- Insurance: invoice instalments that have fallen dueRuns daily
- Insurance: prepare the monthly premium closeRuns monthly
- Reinsurance: Expire Treaties Past Their PeriodRuns daily
- Insurance: Expire policies past their expiry dateRuns daily
- Insurance: Prepare renewals falling dueRuns daily
- Insurance: Lapse policies whose first premium never arrivedRuns daily
- Insurance: Claims diary — flag claims with no reserve movementRuns daily
Roles it ships
- Insurance Carrier / Sales & Service
- Insurance Carrier / Underwriter
- Insurance Carrier / Claims Handler
- Insurance Carrier / Finance
- Insurance Carrier / Manager
- Carrier: Reinsurance
- Carrier: Premium Audit
- Insurance Carrier / Senior Underwriter
Guided assistants
- Config Settings
- Record a Submission Outcome
- Rate Impact Analysis
- Rate Impact — One Policy
- Rate Impact — What Changed
- Endorse a Policy
- Cancel a Policy
- Renew a Policy
What it sends
- Insurance: premium reminder
- Insurance: notice of premium arrears
- Insurance: final notice before cancellation
- Insurance: Renewal Notice
- Insurance: Premium Due Reminder
- Insurance: Final Demand Before Cancellation
- Insurance: Policy Issued
- Insurance: Endorsement Confirmation
Works with
What Insurance Management works with
Insurance Management shares one database with the rest of the Insurance Suites and BridgeERP: these are the apps it already talks to, with nothing to buy in between.
And the wider platform
Any BridgeERP app can join the same database.
AccountingFull double-entry accounting, bank reconciliation, assets, budgets and statutory reports.
ExpensesEmployee expense claims with receipt capture and reimbursement.
InvoicingCustomer invoices, vendor bills, payments and tax handling.
SignSend documents for legally binding electronic signature.
SubscriptionsRecurring contracts, automatic renewals and MRR reporting.
ApprovalsConfigurable approval requests with approver matrices and audit trail.
In the suite
More Insurance Suites apps
Put Insurance Management to work
Add it to your Insurance Suites plan, priced per policy in force, or start a free trial and see it running first.