The policyholder in context.
Open customer details, contact history and vulnerability markers from the policy.
- Products
- Policy Administration
Policy Administration
Everything about a policy. One record.
Customer, risk, money, documents and service history stay connected to the policy from first issue to final renewal.
Policy lifecycle
Change what happens next. Preserve what happened before.
Mid-term adjustments
Change the policy without breaking its history.
- Re-rate
- Premium difference
- Charge or refund
- New policy version
Policy history
A reliable record of what was true and when.
- Dated snapshot at every change
Renewals
A complete renewal process, not just a new policy date.
- Automated creation
- Rating
- Notices
- Collection
- Policy chaining
- Previous and current premium disclosure
- Shop-around statement
- Minimum notice period
- Configurable compliance wording
Cancellation
Close cover cleanly and account for the difference.
- Cancellation reason
- Calculated refund
- Ledger adjustment
Documents
Regenerate the documents the customer and regulator need.
- Reissue schedules and certificates
- Employer's liability certificates
Customer record
The full relationship remains one click away.
- Quotes and policies
- Email history
- Customer details
- Vulnerability marker
Doing technical due diligence? Every feature is in the capability register.
See every capabilityExplore the platform
See CRD Core running your products.
Book a walkthrough with the team, or try the live demo journey yourself.