Manage policies, endorsements, renewals and the non-life portfolio.
Surelia Assurance structures the non-life policy life cycle: issuance, transactions, endorsements, renewals, cancellations, voidances, covers, premium notices, related claims and full history.
From issuance to cancellation, through every transaction.
Surelia keeps the full chronology of a policy: quote, issuance, endorsements, renewals, voidances and related events.
Every transaction is versioned. Its impact on premiums, premium notices, covers and risks stays readable and usable.
A Policy 360 view connected to operations.
A policy is not a frozen document: it links quotes, covers, premium notices, payments, claims and reinsurance.
Issuance
Policy, special terms, covers taken out, signatories.
Endorsements
Mid-term changes, impact on premiums and premium notices.
Renewals
Configurable renewals, simulations, expiry alerts.
Cancellations
Reasons, pro rata, refunds, tracking of policy endings.
Versioning
Quote and policy versions with a usable history.
Documents
Contractual documents, certificates, centralised templates.
Portfolio
Active portfolio by product, network, segment, geography.
Audit
Traceability of decisions, access, changes and signatures.
A policy connected to the rest of the core.
Policies feed premium notices and payments, trigger claims, expose their covers to reinsurance and supply portfolio steering.
- Billing · premiums, taxes, fees, due dates
- Claims · mobilisation of the covers taken out
- Reinsurance · cession rules, treaties, FAC
- Data · active portfolio, cost, loss experience
“The policy is the central point: it links product, premiums, claims and reinsurance within one usable history.”