How do I issue insurance policies online?

Issuing a policy online means entering the client, insurer and product data once, then keeping the policy in the portfolio with its expiry and renewal dates. This reduces transcription errors between documents.

Short answer

Issuing a policy online means entering the policy data in an application, not in a separate document.
The client and the insurer are records already in the platform, so you select the data instead of retyping it.
The issued policy appears in the portfolio, with its expiry and renewal dates, and enters the renewals list.
The commission is filled in on the policy, and the commission reports include it in the totals.

Steps for online issuance of a policy

Choose the client from the client records (CRM).
Choose the insurer and the product type.
Enter the policy number, the validity period, the premium and the insured object's data.
Enter the commission on the policy, where applicable.
Save the policy: it goes into the portfolio and into the renewals list, at its expiry date.

How 4insurance helps you issue policies

4insurance keeps issuance, the client, the insurer and the commission in the same application. You no longer re-enter the same data in three places, and the issued policy stays in the portfolio for renewal and for later claims files.