Policy

Streamline end-to-end policy lifecycle management to boost operational efficiency

Key Benefits

Drive Operational Efficiency

Manage policies across their entire lifecycles – from quotation and issuance to renewal or termination.
Increase Business Agility

Automate renewal applications, policy reminders and other administrative tasks eliminating the need for manual intervention and reducing operational costs.
Enable Data-Informed Decision Making

Uncover data insights with policy dashboards to monitor business growth, profile customers and identify new opportunities.

Key Features

Streamlined Approval Workflow

Easily make changes on even the most complex cancellation, lapsation and recission cases with streamlined workflows and configurable refund calculation rules.
Underwriting Automation

Streamline underwriting and policy issuance by configuring automated underwriting rules.
Analytics Dashboard and Report

Drill down on policy-specific business intelligence to make informed decisions on what products to offer.
Insured Risk Profile

Increase case management effectiveness with a complete view of an insured subject's underwriting risk factors.
Auto Renewals

Manage renewals with ease using IXT's built-in automation logic.
Complete Activity History

Ability to view all policy activity history and stay on top of all policy changes.

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