PolicyHandler Enterprise

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A Comprehensive Policy Management System

This software solution for policy administration is designed to support all phases of the policy lifecycle. PolicyHandler Enterprise's™ capabilities include data-driven rating tools, quoting, automated renewal processes, billing, and optional workflow tools. Our software is up-to-date with the latest policy tools, dashboards, and functionality that companies come to expect from their policy administration software.

Key Features

Complete Policy Management Solutions

Our workers' compensation administration software supports the full life cycle of a policy. It was designed to be efficient and easily understandable, with as few steps between processes to manage the policy.

Loss Costs, Rating Variables, and Templates

Loss Costs

An importation of loss cost tables provides for easy, yearly rate changes.

Rating Variables

The integration of user-definable rating elements with a customizable rating engine supports jurisdictional premium algorithms

Quoting and Billing


Logical functionality streamlines the quote-to-issuance workflow. “One-click” copying of quotes allows for re-use of data previously entered and makes creation of multiple, alternate versions of submissions easy, increasing production and shortening turn-around time frames.


The billing module offers both direct and agency billing, including a scheduling tool that allows defined premium payment amounts and frequencies. Additional features include self-report and installment bill processing, past due processing, and billing reports.

Audits and Emailing Capabilities


An auditing assignment module sends audit requests to third parties via e-mail. Auditors may login to the system via the internet and review the requested policy, but also manage their existing workload of audits previously assigned.

Emailing Capabilities

Emailing capabilities are available throughout the entire system for sending and receiving mail within the policy file.

Renewals and Security


PolicyHandler Enterprise’s™ Business Rules Engine can automate a user-defined policy workflow process by applying a number of days prior to expiration, as well as routing rules. The results are system renewal quote creation with notification to the underwriting staff for review and analysis of the policy’s premium and loss history.


Designed for HIPAA compliance, this tool streamlines administration while maintaining the highest level of data security.

Streamline and Automate Workflow Tools

PolicyHandler Enterprise™ has several tools available to help streamline and automate workflows during policy administration. These tools, including business rules, diaries, and various correspondence tools help to make your business more efficient and easier to manage. Look below at what some of these tools can do.

Business Rules

PolicyHandler Enterprise™ currently offers business rules to automate workflow. Based on a qualifying action in PolicyHandler Enterprise™, each business rule triggers either one or a combination of user defined actions.


Diary functions provide a comprehensive tool that allows users to track tasks and monitor policy-related activities in two key components: The Diary Audit Page and the Policy Diary page.

Correspondence Modules

An integrated tool for the generation of policy-related documentation. Any correspondence that has been generated is tracked in the database and stored at the policy level.


An internal messaging tool allowing PolicyHandler Enterprise™ users to communicate within the system to enhance workflows and increase production.

Product/Service details