Insurer and product
In one record.
Hotel feature
Policy management: for insurance and financial advisors
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately. Policy changes are kept with their history.
- English and the community languages your customers speak
- USD, sales tax and local levies
- Data protection under CCPA
The portfolio is always in view
Each policy is linked to the client and insured persons; payment period, cover note and documents sit in the same record. The portfolio can be filtered by insurer, product type and term, and total premium volume is visible.
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.
US specifics
Policy terms and cover depend on the insurer’s documents; the system keeps records, while legal interpretation lies with the adviser and insurer.
Frequently asked questions
Do policy files arrive automatically from insurers?
It depends on the interface the insurer offers; otherwise files are imported and the scope is clarified up front.
Related topics
Client file
The client’s personal details, family members, policies, documents and meeting notes are held in one file.
Learn moreDeadlines and reminders
Renewal, termination and payment dates appear in one calendar; reminders go to the adviser and client as a deadline nears.
Learn moreClaims tracking
The client’s claim report is recorded, passed to the insurer and followed step by step.
Learn more