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Policy Management
Fully manage commercial and personal lines
policies, from a simple single
standard policy to complex
Multi-Client/Multi-insurers/Multi-agents
with multiple addon schemes.
Powerfully add Multi Clients to
manage the policy
Manage policy notes or forced
memos for a policy
Add policy extras such as legal expenses and
follow this through to automatically
debiting the client with correct details.
Record and monitor claims.
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