Policy Administration
Every policy, one place.
A modern admin layer that replaces phone trees and PDFs with a clean, two-sided experience — for the people who own the policy and the people who sold it.
For members
Self-service that actually serves.
Auto-pay
Set, change, or pause payments without calling anyone.
Beneficiaries
Update primary and contingent in under 30 seconds.
Documents
Policy, schedule, riders, and tax forms in one vault.
Address & contact
Keep records current; updates propagate downstream.
Coverage changes
Request reductions, conversions, and reinstatements in-app.
Claims status
See every step from FNOL through payment.
For producers
Your book, in focus.
Book of business
Every case, every status, sortable and exportable.
Live case status
From application start to issue, in real time.
Commissions
Accrued, paid, and scheduled — visible per case.
Persistency
Lapse risk surfaced before it hits your statement.
Servicing requests
Member requests routed to you or self-served.
Compliance trail
Every action timestamped and audit-ready.
99.95%
Platform uptime target
< 60s
Common service requests
0
Paper forms required