Policy & Sales Management
Insurance Policy Management Software
your Microsoft Dynamics 365 solution for Insurance Companies and Insurance Brokers
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Full Policy Life Cycle Management
Full Policy Life Cycle Management
Out-of-the box application that suits the clients requirements
Issue an insurance quote or policy in real time with just a few clicks with our Insurance Policy Software
Save and finish later your policy registration
Upload required documents at a later stage, without having to start the process from the beginning
Easy Quote to Policy Conversion
Automated Policy Documents Generation
Track the status of your policies in your personal User account
Policy Discounts Management (multi item discount; annual payment discount etc.)
End-to-end policy management solution for various business lines and regions
Offer specific insurance business lines for different regions with different approach for higher customer satisfaction
Remain compliant with each local country’s regulations
Track your performance, premium spent and exposure


Amendments Management
Amendments Management
Easy and intuitive policy amendments management with COREFIN Insurance Policy Management Software
Amend your policy easy, anytime, anywhere
Change the policy holder name or details
Extend your insurance to more people, e.g. your family members
Extend, renew or cancel a policy
Add a new insurance object, cover or risk
Keep track of all your policy versions
Quick access to all the related policy documentation
Request assistance or report a problem with a few clicks
Communicate with an insurance agent online or over the phone