Many policies
Fewer errors.
Star category
Property and liability: for insurance and financial advisors
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
- EUR, IVA and local levies
- Data protection under GDPR
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.
Spanish specifics
Cover scope and claim decisions belong to the insurer; the system organises 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
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.
Learn moreClaims tracking
The client’s claim report is recorded, passed to the insurer and followed step by step.
Learn moreOffer comparison
Offers from different insurers are compared side by side by cover, premium and terms.
Learn more