Insurance Management
A policy administration system, not a list of policies with an expiry date.
What installs
Everything you need to run it comes with this app. The add-ons further down are optional, each for a desk you may not have.
| What | |
|---|---|
| This app | Insurance Management: policy administration and the transaction register, submissions, quotes, referral and underwriting authority, the claims desk with exposures and reserve movements, billing schedules, instalments, dunning, renewals, the unearned premium close, the portal and the reporting over all of it. |
| Comes with it | The insurance foundation — lines of business, products, coverages, perils, party roles, the premium engine, the levy engine and the country packs. It downloads automatically with this app. |
| Optional, inside this app | Nothing on this page needs them. |
| Optional, your market | A country pack with that market's researched levies, commission ceilings and certificate regime — Kenya and Burundi are published. |
In this guide
- Four boards, and every figure on them opens its own records — Overview
- Price it, refer it or decline it — with the reason on the record — Underwriting
- An endorsement is a version, not an edit — Policy Lifecycle
- Products are configuration, and the rating engine writes nothing — Product Factory
- Premium is derived, and it lands in the general ledger — Premium, Levies And The Close
- The premium arrives in instalments, and somebody has to chase them — Billing And Credit Control
- A payment consumes the reserve. It does not add to the loss. — Claims
- What the close already tells you, before you buy anything else — Analytics
- Nothing waits on somebody remembering — Service Levels And Compliance
- The paper that leaves the building — Documents
- Setting up
- Roles and access
- Every feature, at a glance
- Questions
Try it. insurance.mybridgeerp.com — press Log in.
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