Overview
The Insurance module manages the full lifecycle of insurance operations: from policy creation through claims processing, with built-in support for underwriting, billing, and agent management.
Policy Management
Create and manage insurance policies with coverage types, terms, and conditions. Track policy status from quote through active, renewed, lapsed, and cancelled. Maintain policy history with full version tracking.
Claims Processing
Structured claims workflow: intake, investigation, assessment, approval, and settlement. Track claim amounts, supporting documents, and adjuster assignments. Automate status notifications to policyholders.
Underwriting
Define underwriting rules for risk assessment. Calculate premiums based on coverage type, risk factors, and policyholder profile. Support manual override with approval workflows.
Agent Management
Manage agent and broker relationships. Track commission structures, earned commissions, and payouts. Support hierarchical agent networks.