Policy Administration

Evolve Insure - Policy Administration


Policy administration provides functionality for agent, client and policy and risk item management. The setup of products and linking agents to products through arrangements are also done using the Policy Administration module.


Provision is made for individual clients as well as clients that are companies. Multiple addresses can be stored for each client and different addresses linked to various risk items as required. Clients can also have multiple bank accounts with different bank accounts linked to different policies.

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