Run the entire policy lifecycle on one platform
Policy management runs the whole policy lifecycle, submission intake to renewal, on one configurable data model. Built for carriers, MGAs, and brokers.
One system of record for every policy. From first submission to renewal, with product and rating changes you configure, not code.
Configure products, coverages, and rating. Automate underwriting and quote-to-bind. Every policy keeps a full version history at every event.
From submission to bind
Multi-channel intake on a live pipeline, from new to bound, alongside renewals and expiring quotes.
Multi-channel submission intake. Portal, email, API or phone into one model, with attachments and ACORD forms.
Product & rating configuration. Author products, coverages and rating tables without code, with saved test cases and per-step traces.
Customer self-service portal. Policies, quotes, payments, documents and FNOL for policyholders, in your brand.
An underwriting workbench with authority built in
Referral and team queues sorted by priority, SLA, and premium, with authority levels, triage settings, and decisions in one place.
Underwriting rules & authority. Configurable rules, authority matrices by territory and product, SLA-tracked referral queues.
Compliance & sanctions screening. Automatic OFAC checks at intake, bind and renewal, plus filing and premium-tax tracking.
Quote-to-bind. Multi-option quotes with per-coverage premium, then a durable bind and issuance workflow.
Administer the policy for its whole life
Endorsements, cancellations, reinstatements and renewals, each written as a new immutable version, with the documents and the money that follow.
Policy administration. Endorsements, cancellations, reinstatements and renewals, each an immutable policy version.
Documents & certificates. Versioned, hash-verified documents, template PDFs and ACORD 25 certificates.
Billing & receivables. An append-only ledger with installments, allocations, multi-currency, reconciliation and collections.
AI-native, so your team spends its time on decisions, not data entry.
Built-in intelligence handles intake, extraction, triage and renewal prep across the whole lifecycle. No add-ons, no re-keying.
Intake fills, validates, and enriches every submission and claim automatically, with no re-keying.
Document extraction pulls structured data from policies, schedules, loss runs, and emails in seconds.
Email and task triage categorizes inbound work and routes it across your team.
Renewal preparation drafts the renewal and surfaces what needs your team’s attention.
Built to connect from day one.
An API-first core: OpenAPI and OAuth2 access with fine-grained scopes, a CloudEvents transactional outbox with signed webhooks, and native feeds into tigerlab Billing and Distribution management. Cloud or on-premises.
Pricing tailored to your book.
There are no public tiers for the core systems. We scope each rollout with you against the size and shape of the business it will run, and you get one number for the whole thing.
Talk to salesVolume. Policies in force, premium or claims handled, and how fast the book is growing.
Scope. The modules you switch on, the lines and products configured, and the teams on the platform.
Deployment. Cloud on our infrastructure or in your own tenancy, and the regions you operate in.
Integrations. The ledgers, banks, markets and legacy systems the platform has to talk to from day one.