Insurance carriers assess risk at the portfolio, account, policy, and property level. The Account and Policy Management capability seamlessly integrates property-level insights into accounts and policies. It gives insurers a powerful new way to unify and operationalize intelligence across properties, policies, and accounts. It also ensures that Betterview has the latest information compared to the actual PIF. By seamlessly connecting individual property insights to the broader policy and account context, underwriters and managers can now work more efficiently and make smarter decisions with less manual effort.
The Policy and Accounts feature allows carriers to organize their properties into policy and account screens, and it gives them a method (through Bulk Upload) to mark properties as cancelled.
Benefits
The Account and Policy Management capability:
- Boosts productivity and delivers a clearer understanding of every account and policy - Insurers gain deeper risk insights at every level, property, policy, account, and portfolio, enabling them to proactively predict and prevent losses.
- Provides integrated map and table views, along with detailed policy and account pages, making it easy to assess the health of the account, spot trends, and prioritize high-risk policies.
With a more complete and accurate picture of account and policy health, carriers are better positioned to deliver tailored and appropriate coverage at renewal, strengthening customer trust and long-term retention.
Access
This feature is available to all Betterview users.
Additional information