Many policies
Fewer errors.
Star category
Property and liability for insurance and financial advisors across the U.S.
Work is planned in short sprints with a demo at the end of each, so you can change direction early. In property, liability and motor insurance, many policies and claims files are managed. Claim steps and offers are tracked separately.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
Order in high-volume work
Each policy’s cover, premium and renewal date are recorded; before renewal, offers are compared and presented to the client. When a claim occurs, steps, documents and correspondence with the insurer are tracked in one file.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Canadian specifics
Cover scope and claim decisions belong to the insurer; the system organizes process and documents.
Frequently asked questions
Can claim photos be attached?
Yes; photos and documents are attached to the claim file.
Related topics
Policy management
Policy management for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreClaims tracking
Claims tracking for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreOffer comparison
Offer comparison for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more