POLICY MANAGEMENT

Insurance is a major expense for any corporation. Dmitri's Policy Management module offers a convenient and user-friendly way to manage policy information. The insights gained from this information can help discern required insurance levels.

The module monitors:

  • Premiums
  • Deductibles
  • Dates
  • Limits
  • Aggregates
  • Scanned policy documents

You can also add to notes and diaries to help communicate details about the policy such as limits of liability, co-insured or additional insured. All policies are also graphed to quickly realize gaps or other problems.