Policy Management
INSTANDA's policy administration system tracks quotes, policies, renewals, and cancellations and offers tools to manage the everyday needs of your policyholders and agents.
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Automated renewals
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Out-of-sequence endorsement support
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30+ payment gateways
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Copy and re-quote without double-entry
Group Policies
INSTANDA offers a single place to quickly configure and iterate on products and offer tailored employee and member portals. Offer your customers comprehensive coverages and easy policy management on their group policies.
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Member and employee portal capability
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Visibility of real-time and accurate member data
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Select & manage different categories of cover
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Digitise documents to save time, paper and cost
Automated Underwriting
Automation tools help lower your operating costs, empower your team to focus more on value-adding activities, and ultimately increase the number of policies you can write without adding headcount.
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Straight-through application processing
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Automated renewals
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Authority-based referral rules
Policyholder Self-Service
Enable policyholders to manage their payments and policy from anywhere at anytime with INSTANDA's policyholder web app. Configuration tools enables insurers to tailor what functionality is available for policyholders.
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Pay bills electronically
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Update contact information and policy
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View policy documents
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Submit a claim
“We’re finding that account managers will run a quick check on our price before beginning the hassle of submitting applications elsewhere. Upon binding, custom policies and declaration pages are delivered instantly, with payment scheduled and collected through ACH resulting in electronic audit trails for speed and ease of premium accounting, broker and carrier remittance, and painless renewals."
