The policy admin area is where a live policy is managed. Everything relating to that policy sits in one place: cover and premium, documents, mid-term changes, referrals, claims and a full record of what has happened to it.
What you can do
| Endorsements | View the endorsements applied to the policy, and add, amend or remove them. |
| Premiums | View the premium breakdown, including tax and commission, and amend it where you have permission to. |
| Documents | Access every document issued against the policy, upload your own, and reissue when details change. |
| MTAs | Make a mid-term adjustment, see the change in premium before you commit, and issue the updated documents. |
| Renewals | Review the renewal terms, adjust them if needed, and invite or confirm the renewal. |
| Cancellations | Cancel a policy from a chosen date and see the return premium calculated for you. |
| Referrals | See why a policy referred, and accept, decline or amend the terms as underwriter. |
| Claims | Record a claim against the policy and track its status and reserves alongside the cover it sits under. |
| Activity log | A full audit trail of every change, who made it and when, kept for the life of the policy. |
What each user sees depends on their permissions, so a broker, an underwriter and an administrator will not all have the same options.
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