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Policy Recordkeeping 

Our online Policy Recordkeeping solution is ideal for non-mandated intermediaries that do not collect premium and are looking to digitise their recordkeeping process. The cloud allows for enhanced mobility with access to files from any device, anywhere and facilitates collaboration with insurers, helping to save storage space and ensuring increased control over company files. All this without the maintenance cost and administrative hassle of traditional file servers.

The necessity to store data in a secure and compliant way is also becoming more prevalent with the ever-changing regulatory landscape. This solution caters for both Personal and Commercial lines alongside multiple Insurers.  

Talk To Us.

Whether you would like to request a demo or simply want to ask a question, we would love to hear from you. 

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