<img src="https://ws.zoominfo.com/pixel/kZxG1sNctrruFoZSPoVD" width="1" height="1" style="display: none;">

Policy Management Solutions

Streamline access to data and deliver timely information to executives, underwriters, and agents with Ventiv's policy management solution

Book a Demo Today

Who is using Ventiv

  • Seal County of Los Angeles
  • Indiana Public Employers Plan
  • Tribal First
  • Cox Enterprises
  • The Mosaic Company
  • Nestlé
  • Seal-State-of-Georgia-sm
  • Takeda
  • Saint-Gobain
  • Henkel
  • Stagecoach
  • Travelopia
  • Textron
  • Uniting Church in Australia
  • Logo-Imperial-Brands-sm
  • Decathalon
  • Schlumberger
  • HPIC
  • K&S Freighters
  • Marriott

What they are saying about Ventiv


Ventiv provides us with the flexibility to perform several different reports and to analyze information by various data elements, such as by branch or by state. That’s the beauty of the solution—it’s easy to get the information we need.

K&S Freighters

Ventiv's reporting capabilities are fabulous. We've created a more efficient and automated process. At the same time, the data is accurate and delivered much more quickly.

K&S Freighters


Manage the entire lifecycle of a policy in a single policy management solution

Gain complete control over your entire book of business.

Finish tasks in a fraction of the time with optimized workflows

Automate your processes to deliver information to executives, underwriters, and agents.

Improve access for insureds while increasing client satisfaction

Provide your insureds with timely access to policy information and reporting.

Reduce overall costs and achieve better business retention

Streamline access to information to lower costs and retain agents and members.

Support all processes from underwriting to renewal

Track all lines of business for all states and automate processes:

  • Rating and allocation
  • Renewals
  • Invoicing
  • Diaries
  • Reporting
  • Certificates
  • Endorsements
  • Quoting

Take control of your book of business:

  • Policy management and administration
  • Member services
  • Loss mitigation
  • Risk assessments
  • Future pricing models
  • Analytics with Business Intelligence (BI) reporting

Easily design and set up workflows for your unique processes

With Ventiv's policy management solutions, streamline the complete policy administration process and automate those normally very labor-intensive underwriting tasks.

  • Generate renewals
  • Generate quotes
  • Issue new policies
  • Eliminate manual data entry
  • Make changes to existing policies

A workflow that once took hours, days, or even weeks or longer can now be accomplished in a fraction of the time - without sacrificing any reliability or security. Effortlessly configure workflows for your unique processes.

policy management solutions


Improve satisfaction for members and agents with self-service options

Offer easy and secure access to: 

  • New business, renewal, and endorsement quotes and proposals
  • Member and agent contact details
  • Navigation through underwriting information
  • Document management and uploads, including exposures
  • Producing reports, schedules, and certificates
  • Customizable proposal questionnaires
  • User inbox to view pending tasks
  • Proposal and policy history

Improve cost and pricing accuracy

With Ventiv's policy management solution, create significant operational savings with improved analysis of premium, risk, and deductible factors. Increase product-line earnings and increase business retention.

Policy management solutions with powerful embedded analytics, users can quickly make better decisions based on their own data:

  • 33 out-of-the-box Key Performance Indicators (KPIs) provided
  • User friendly ad-hoc reporting
  • Library of standard reports

Ready to learn more?


Transform your approach to policy management

Morgan BarletDiscover how to support your unique policy management needs with a modern solution designed for you. Watch this short video with Ventiv's Policy Product Manager, Morgan Barlet.

Operational Savings

Achieve significant savings and efficiency

Recognize an operational savings of up to 75% to produce certificates and policies with Ventiv's policy management solution. Improved staff efficiencies can save more than 20% or more in related overhead costs, including policy costs.

Policy Webcast


Looking for a win-win?
Consider a Portal for Your Policyholders

This on-demand webcast covers Insured/Agent Portals and the high value they bring to policyholders and insurers alike.

Check IT out NOW

Ready to learn more?

Want to talk?

You have questions about our policy management solutions...we have answers!

Let’s talk about how we can move your business forward.

Download eBook

Considering an policy management solution or another risk technology purchase?

Download our Buyer's Guide to a Risk Management Information System.


Expect more from renewals technology

Walk through the Ventiv renewals roadmap and discover what to expect from a new generation of automated renewals tools.


Ventiv's 3SIXTYº Blog is the go-to source for risk, insurance, and safety managers. Subscribe and stay up to date.

Ready to move your business forward?

Let’s Talk

With 500+ global customers and counting, Ventiv is one of the premier leaders in the risk management, insurance claims and advanced analytics space. Helping some of the biggest brands in the world with products like our industry leading policy management solution.

Fill out the form, email us at contact@ventivtech.com or call one of our many worldwide office locations to get the conversation started today on moving your business forward.