Policy Servicing & Billing
Every change, payment and request checked and ready to sign same day.
Every mid-term change request read, checked, rated and drafted the same day, each field traced to the request.
Cancel & ReinstateEvery cancellation notice sent on time and every reinstatement checked, with each state’s notice rule applied.
Cash ApplicationEvery premium payment matched to the right policy and instalment, and suspense cleared in a day.
Commission ReconEvery commission statement reconciled line by line to premium paid, with each difference explained.
CorrespondenceEvery policyholder letter and email answered from the policy itself, drafted in minutes and cited.
Surrenders & LoansEvery surrender, loan and withdrawal request checked and quoted the same day, replacements flagged for review.
Policy Servicing & Billing.
Built and live.
Start from one of these solutions, or bring us your own spec.