BFSI
Loan Origination System
Moves a loan application from intake to disbursal with a documented approval trail.
View productInsurance Policy & Claims Management
Tracks policies from issuance through renewal and claims to settlement.
In short
Insurance Policy & Claims Management tracks a policy from issuance through renewal, and a claim from first notification through document review to settlement, with status visible to both the policyholder and the processing team.
The problem
What breaks without Insurance Policy & Claims Management
Policy renewals missed because there is no automated reminder, and claims stuck in paper files, are two of the most common operational gaps in small and mid-size insurance operations.
- Renewal reminders are sent manually, or missed, leading to lapsed policies.
- Claims files move between desks with no shared status view for the policyholder.
- Document verification for a claim happens in rounds because requirements were not communicated upfront.
What it does
Core features
01
Policy issuance & renewal
Policy records with automated renewal reminders before expiry.
02
Claims intake
Structured claim filing with a document checklist by claim type.
03
Claims workflow
Stage-wise claim review with status visible to the policyholder.
04
Settlement tracking
Settlement amount, approval trail and payout status in one record.
See it
Screens & workflow
Illustrative screens — final UI is confirmed during onboarding for your configuration.
Insurance Policy & Claims Management dashboard
Overview
Insurance Policy & Claims Management in daily use
Workflow
Insurance Policy & Claims Management reports
Reporting
Plans
Pricing built around rollout stage
Every plan is scoped with you before rollout — talk to an architect for a quote based on user count and integrations.
Starter
Custom
For a single site or department running a pilot.
- Core module access
- Fixed user/seat cap for the pilot group
- Standard onboarding and setup
- Email support
Most chosen
Growth
Custom
For rollout across multiple branches, departments or outlets.
- Everything in Starter
- Multi-branch / multi-department support
- Role-based access and audit logs
- API access for existing tools
- Priority support
Enterprise
Talk to us
For large or regulated deployments with custom integration needs.
- Everything in Growth
- Custom integrations (SSO, ERP, government systems)
- Dedicated implementation manager
- SLA-backed support
- On-premise or private cloud deployment option
FAQ
Common questions
Yes, policyholders can be given a status link or portal login to check claim stage without calling in.
Related
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Collects and verifies KYC documents before an account or policy goes live.
View productSee Insurance Policy & Claims Management on your own data
Book a walkthrough or talk to an architect about fit, integration points and rollout timeline.