View your policies portfolio in one place

• Keeping policies synchronized with internal systems requires significant time and effort.

• Information is often scattered across multiple systems or documents, making it hard to maintain an accurate portfolio view.

   

Who's it for

• Companies of any size or industry managing one or multiple policies.

• Insureds, Brokers, Factors needing a consolidated and always‑current policy overview.

Available Countries (BUs)

This feature is available in selected countries managed by the following Business Units:

✔ Time-Saving: Retrieve your entire policy portfolio  in one click.

✔ Easy Management: Automate policy data synchronisation into your CRM/ERP system, including joint-insured information whenever applicable.

✔ Targeted Access: Drill down into specific policy details only when needed, enabling efficient workflow and precise navigation.

A broker replaces manual spreadsheets with the Policy Management API. Their platform automatically aggregates all client policies, sends instant alerts on limit/grade changes, and surfaces up‑to‑date policy facts in client meetings.