Definition

An insurance policy app is a web or mobile application that enables insurers to offer a convenient and user-friendly platform for customers to manage their policies and access services easily.


Why build a an insurance policy app/software?

With features like policy information, claims filing, and premium payments accessible on-the-go, an insurance policy app/software can enhance customer engagement and satisfaction.

What are the features of an Insurance Policy App/Software?

Policy Creation

The feature offers a centralized database with a library of templates, allowing your agency to easily create and manage various policy types for customers.


Policy Issuance

This feature streamlines policy issuance by providing efficient tools to generate quotes, calculate rates, create contracts, and obtain electronic signatures. It also enables seamless policy tracking and customer inquiry management.


Compliance Management

With this feature, you can ensure that all issued policies comply with local, state, and national legal and industry regulations, maintaining the highest standards of compliance.


Claims Tracking

The software's automated filing and cross-referencing tools simplify the claims process for both insurers and customers, resulting in quicker and more efficient claim filing and payment issuance.


Customer Portal

The customer portal allows policyholders to manage their policies and accounts online, reducing customer service phone calls and enhancing overall customer satisfaction.