Policy Management


rm.Policies is a web software platform for the storage of active and historical Insurance Policies and tracking of specific policy items. Its functional workflows enable users to easily collect and access policy information, solicit opinions, and escalate matters to identified individuals regardless of their location.

Application Features:
  • Central dashboard to manage and monitor annual Insurance Policy Renewal Exercises
  • Automated notifications alert users of task assignments and issue escalating reminders of approaching deadlines
  • Assign and track status of insurance renewals by Program, Coverage Line, Policy, etc.
  • Flexible web forms capture relevant renewal Policy data, authorizations and approvals, and process documents – Quotes, Binders, Insurance Policy, Endorsements, etc.
  • Seamlessly integrates with rm.Certificates to fully automate the Certificate of Insurance renewal and distribution process
  • Stores expired Policies and accompanying documents in a readily accessible, searchable archive
  • Integrated ad-hoc reporting provides real-time access to insurance policy data, process analytics, and performance trends