Policy Administration
Automation by Design
INSTANDA's policy administration system tracks quotes, policies, renewals, and cancellations and offers intelligent tools to manage and streamline the everyday needs of your policyholders and agents.
The Smart Way to Administer Policies
Everything you Need to Empower your Teams
Policy
- Automated Renewals
- Out of sequence endorsements
- Copy and re-quote without double entry
Underwriting
- Straight-through application processing
- Automated renewals and ‘tagging’ capability to accelerate underwriter decision making
- Authority-based referral rules and permissioning
Payments
- Real-time payments
- 30+ payment gateways supported out of the box
- Configurable billing documents
Permissioning
- View, edit and publish controls
- Date- and time-stamped audit trails of all actions taken on quotes and policies
- Referral notes, with ability to tag users in notes
