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Applications take weeks
Manual review and approval routing can turn a single application into a weeks-long process.
For Insurance CompaniesMove Policies Forward,
Move Policies Forward,
Not Paperwork.
Run new business and in-force servicing on connected data, from onboarding and gathering client information to keeping it up to date. Cut the handoffs between people, queues, and systems, and move policy work without the wait.
- Faster to issue
- New business moves from submission to issued without sitting in a manual queue
- Fewer handoffs
- In-force changes route and complete without passing through multiple teams
- Audit-ready
- Every workflow step captured in a log as it happens, not assembled after the fact
New Business to In-Force.
One Workflow.
Trusted by insurance companies and carriers across North America
The Challenge
Policy Servicing Shouldn’t
Require This Much Manual Effort.
Policies move through people, queues, and disconnected systems from submission to in-force change. Every manual step adds time, inconsistency, and compliance exposure.
Changes wait in queues
Beneficiary updates and policy changes sit in a queue until someone manually triggers them.
Routine work crowds out judgment
Service teams spend hours on routine requests, leaving less time for complex cases.
Compliance trails lag
Compliance documentation gets assembled after the fact instead of captured as it happens.
Capabilities
New Business to In-Force.
One Connected Workflow.
Policy servicing runs from submission through in-force change, on the systems you already use. Clients see wealth and insurance together in one view, built for firms that offer both.
A Look at What’s Included.
New business, servicing, and compliance connect across every policy in your book, on the systems you already run. For firms that offer both, clients get one view across wealth and insurance.
New business application issued, policy active
Identity and KYC documents verified
Beneficiary update completed, action logged
Suitability review routed to reviewer
Exception triaged and assigned
Compliance report generated for filing
New Business Automation
A fully digital application and onboarding flow: identity checks, KYC, approval routing, and account opening in one sequence.
In-Force Policy Servicing
The agent monitors policy events and triggers servicing as they occur. Beneficiary and address changes move without a queue, logged as they happen.
KYC and Suitability
Reviews trigger on the right cycle, route to the right reviewer, and write back to the client record automatically.
Intelligent Exception Management
Pulse surfaces exceptions as they come up. The agent triages and routes each one, so your team handles what needs judgment.
Workflow Orchestration
Multi-step processes across new business, servicing, and compliance run on approval rules and escalation paths you define.
Reporting and Audit Delivery
Generate policy and compliance views on demand. Scheduled reports go out automatically, audit-ready, with no extra assembly.
Why It Matters
Faster Processing.
Fewer Handoffs.
Fully documented
Every step captured in a log as workflows execute, not assembled for examination after the fact.
Fewer handoffs
In-force changes route and complete without passing through multiple queues or teams.
Always current
KYC and suitability stay on cycle, so your book doesn’t fall behind regulatory requirements.
Ready to Modernize Policy Servicing Without Rebuilding?
See how new business and in-force workflows run through one connected platform, with the controls your enterprise requires.