Policy Administrator

PolicyAdministrator.

A full end-to-end solution for all underwriting professionals.

Components of Success

Welcome to the next generation of policy management. Our web based and easily accessible policy administration system gives you a life cycle view and complete control of any policy. Issue quotes, and send invoices and correspondence directly, while performing bulk actions all in one system. Our system lets you take command of the policy administering process from beginning to end.

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User Support

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Unlimited Configurability

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Security

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Mobile Accessibility

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Everything You Need to Succeed

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Policy Creation & Tracking

From start to finish, PolicyAdministrator® successfully serves as your tool for tracking, managing, and adjusting all policies. We use simple yet innovative solutions to remain user-friendly, while incorporating a variety of productivity increasing features.
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Billing and Invoicing

With PolicyAdministrator's® customizable billing rates and invoice descriptions brings a fast and easy billing process, ensuring a high return on investment. We are focused on saving your time and resources, and have created this quick billing solution in order to do so.
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Rating & Quoting

The PolicyAdministrator® real-time rating engine is configurable and capable of pro-rating and short-rating financially significant policy modifications throughout the life cycle of a policy. The rating engine displays its work in an easy-to-read hover bubble available anywhere a rate is visible to a user.
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Rapid Reporting

JDi Data's PolicyAdministrator® delivers real-time policy reporting and analysis. PolicyAdministrator® allows access to ready made reports, as well as customizable ones for your policy reporting. Our system layout and functionality also makes it much easier to share these numbers and reports with other administrators of the system.
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Document Management

Capturing all document file activity is just one way we believe in helping you operate more efficiently. Whether you're uploading, scanning, or sharing a document, we ensure even the most intricate policy creating and tracking processes will be made easier with this tool.
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Outlook Integration

With our clients' convenience in mind, we wanted to create a platform that included easy access to relative emails and calendar events. Therefore, JDi Data's PolicyAdministrator® has integrated with Microsoft Outlook in order to allow all users to connect preferred emails to certain policies.

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