Multiple policies per client
Organize different insurance products under the relevant client relationship.
FROM POLICY RECORD TO NEXT RENEWAL
Insurance policy management.
Stay ahead of renewals.
Keep policy details, applicants, documents and coverage dates together. Find what you need and support the conversations that continue long after a policy is issued.
YOUR BOOK, ORGANIZED
Connected recordsPolicies & renewals
All policiesActivePendingRenewals
PolicyStatusNext step
Visitor insuranceExample client · Policy record
ActiveReview renewal Life insuranceExample client · Application
PendingView documents Travel insuranceExample client · Policy record
ActiveOpen client Client details, documents and follow-ups. In context.
Product illustration · example content
BUILT AROUND YOUR INSURANCE WORKFLOW
Useful tools.
Connected to the way you work.
Policy status
Track active, pending and other supported policy statuses.
Applicants and coverage details
Keep applicant information and policy details close to the record.
Documents in context
Find documents attached to the relevant client or policy.
Renewal reminders
Use configured reminders and coverage dates to support timely follow-ups.
Reports and filters
Explore policy summaries by status, date range, type and provider.
A CLEAR PATH FORWARD
From information to action.
- 01
Organize policy details
- 02
Track dates and status
- 03
Plan the next conversation
THE REST OF YOUR CONNECTED WORKSPACE
Keep the journey connected.
LET’S LOOK AT YOUR WORKING DAY
See what a connected
insurance practice can look like.
Explore the platform with a Simahi demo.