Policy Management

A policy tracked in the wrong spreadsheet tab is a renewal that lapses before anyone notices. We build the system that tracks every policy in the book, automatically.

What we build

• Policy records: Carrier, coverage type, premium, and effective dates tracked per policy.
• Renewal alerts: Upcoming renewals surfaced automatically, weeks ahead of the deadline.
• Carrier tracking: Policies organized by carrier for faster book-of-business review.
• Claims history: Prior claims logged and visible against each policy record.

Implementation scope

Policy management connects to reporting and the client portal, so renewal status is always visible to both advisor and client.