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Athena - Insurance Broking Software |
| Policy lifecyle is seperate in life insurance policies and varies in different types of general insurance policy. The lifecyle management tool is automated for life insurance using the feeds from the various insurance companies and for general insurance it is wrapped out quotation, proposal and lead management. |
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Policy Lifecycle Management - Life Insurance |
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- Create Policy, Login Policy, Issue Policy & Renew Policy
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- Update Policy manually or using bulk operations
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- View and Search Policies based on status and other search criteria
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Policy Lifecycle Management - General Insurance |
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- Policy Entry - Direct or through Quote Management
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- Covernote Management - Cover note, cover book movement, create, update, assign, view cover note
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