One +
Platform for your entire policy operation
We’re everything outdated policy management software isn’t. Manage policies, members, claims, billing, collections and compliance from one connected platform.
One +
Platform for your entire policy operation
87%
Faster policy and claims workflows
Better control
Connect policies, premiums, members, dependants and claims.
Learn moreThe PolicyOne platform
PolicyOne connects policy administration, customer records, collections, claims, documents, compliance and reporting inside one secure workspace.
Register members, configure policy plans, manage beneficiaries, track payments and maintain documents from one platform.
Verify documents, assign reviewers, record decisions and maintain a complete claims audit trail.
Solutions
Give administrators, finance teams, claims officers and management a shared system for accurate information and consistent workflows.
Maintain complete member, dependant and beneficiary records.
Track premiums, transactions, arrears and collection activity.
Maintain documents, approvals, roles and detailed audit history.
Monitor portfolio performance through live reports and dashboards.
Why PolicyOne
Replace duplicate capturing, scattered spreadsheets and manual follow-ups with connected workflows and reliable information.
Automate common actions, reminders and workflow steps.
Track policies, payments, claims and team activity from one place.
Use roles, permissions and approvals to reduce operational risk.
Pricing
Choose the level of access, support and policy capacity your team requires.
For new businesses and small teams getting started.
Billed annually
Get Started with StartupFor growing businesses that need automation and insights.
Billed annually
Get Started with GrowthAdvanced tools for growing business efficiency
Billed annually
Get Started with Pro PlanDedicated support and infrastructure for large-scale organizations.
Volume-based pricing
Contact SalesMeet PolicyOne
Explore how PolicyOne can support your policies, members, collections, claims and compliance processes.