Policy Management Shouldn't Consume Your Day
Transform manual policy accounting into automated excellence. Cut processing time 70% and reduce costs 55%.
Watch 3-min Demo
Trusted by Leading Insurance Companies
Sarah Anderson
CFO, Regional Insurance Leader
“We’ve automated 90% of our policy accounting and cut claims processing time in half. The real-time analytics have transformed how we manage risk.”
The Operational Challenges You Face Daily
- Manual policy-based accounting processes
- Complex claims payment reconciliations
- Ever-changing regulatory requirements
- Time-consuming statutory reporting
- Premium collection tracking headaches
- Reinsurance contract management
- Reserve calculation complexities
- Multi-state compliance demands
How We Transform Your Operations
Automate Policy Accounting
Managing thousands of policies shouldn’t mean thousands of manual entries. Our platform automates the entire policy lifecycle – from premium booking to claims payments to renewals. Watch processing time drop dramatically while accuracy improves, letting your team focus on serving policyholders instead of handling paperwork
Streamline Claims Management
Stop letting claims processing drain your operational resources. Our intelligent system automatically handles payment processing, reserve adjustments, and reinsurance allocations. Transform claims handling from a bottleneck into a streamlined workflow that improves both efficiency and policyholder satisfaction.
Simplify Regulatory Compliance
Meeting evolving regulatory requirements shouldn’t consume your entire team. Our platform automatically maintains compliance across jurisdictions, generates statutory reports, and provides complete audit trails. Stay confidently compliant without the constant stress and overhead.
Enable Real-Time Analytics
Making risk decisions requires current, accurate data. Our automated analytics provide instant insight into policy performance, claims trends, and reserve adequacy. Spot emerging risks and opportunities the moment they arise instead of discovering them in quarterly reports.
Common Scenarios We Transform
Premium Management
Tracking premiums across thousands of policies and multiple states traditionally means endless reconciliations. Our platform automates premium booking, collection tracking, and earned premium calculations. Transform premium management from a daily challenge into a seamless automated process.
Statutory Reporting
Meeting regulatory reporting requirements across multiple jurisdictions demands significant time and resources. Our system automatically generates statutory reports, maintains compliance documentation, and provides audit trails. You can cut reporting time dramatically while ensuring perfect accuracy.
Reinsurance Administration
Managing complex reinsurance contracts and claims allocations adds layers of complexity to financial operations. Our platform handles treaty calculations, bordereau reporting, and settlement processing automatically. Maintain clear visibility into reinsurance positions while eliminating manual calculations.
Reserve Management
Calculating and tracking reserves requires sophisticated actuarial support and careful documentation. Our system integrates actuarial inputs, automates reserve adjustments, and maintains complete audit trails. Make confident reserving decisions with real-time visibility into claims development.
Performance Impact
- 75% faster policy processing
- 90% reduction in manual entries
- 50% quicker claims settlement
Real Results from Insurance Companies
“Getting things done right. Liza ensures every implementation delivers real results with minimum hassle.”
Liza Thompson
“Making sure every solution fits perfectly. Heike helps businesses find exactly what they need to grow.”
Heike van der Westhuizen
“Turning business challenges into success stories. Sandra leads our mission to make ERP actually work for businesses.”
Sandra Peacock
“The automation of our sales process has been game-changing. We’re closing twice the deals with better accuracy and our team can focus on selling instead of admin work.”
Sarah Thompson
“The visual workflow builder changed everything. We’re running complex, multi-channel campaigns that practically manage themselves.”
David Chen
“The automation of our project accounting and resource management has been transformative. We have perfect visibility into profitability and our team can focus on client service.”
Sarah Chen
Ready to Transform Your Operations?
No pressure, no sales pitch – just an honest conversation about your challenges and how we might help.
