Solutions Insurance Policy Administration
Quote
Bound
Endorsement
Lapsed

What's Included

  • Quote generation and comparison
  • Policy binding workflows
  • Endorsement and amendment processing
  • Renewal management and automation
  • Cancellation workflows
  • Premium calculation engine
  • Document generation (schedules, certificates, invoices)
  • Bordereaux reporting
  • Policy search and retrieval
  • Integration with underwriting systems

Key Capabilities

🎯 Quoting

Generate and compare quotes with configurable rating factors.

📋 Policy Lifecycle

Bind, endorse, renew, cancel — every stage managed in one system.

📄 Documents

Auto-generate schedules, certificates, and invoices from policy data.

📊 Reporting

Bordereaux, premium registers, and portfolio analytics on demand.

What changes when this is in place

Faster turnaround

Automated workflows cut manual handoffs.

Reduced errors

Validation rules and guided processes prevent common mistakes.

Single source of truth

One place for policy status, history, and documents.

Seamless integration

Works alongside your existing systems, not against them.

🤖
AI-Powered Underwriting Assistance. AI assists underwriters by analysing risk profiles, suggesting pricing adjustments based on historical data, and automatically generating policy documentation — reducing manual processing time per policy.

Ready to automate your policy administration?

See how xMS Policy Administration can be configured to fit your book of business.