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Policy Management System

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


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

policy management system, policy management systems

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

policy management systems, policy management system

Manage the entire lifecycle of a policy in a single system

Gain complete control over your entire book of business.

Complete tasks in a fraction of the time with optimal workflows

Automate processes to deliver information to important parties such as executives, underwriters, and agents.

Improve access for insureds while improving customer satisfaction

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

Decrease the overall costs and achieve even better business retention

Simplify access to information to both reduce 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
  • Certificates
  • Quoting
  • Invoicing
  • Renewals
  • Reporting
  • Diaries
  • Endorsements

Control your book of business:

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

Easily configure workflows for your unique processes

Streamline the complete policy management process and automate labor-intensive underwriting tasks.

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

A workflow that once took hours, days, or even weeks can now be accomplished in a fraction of the time - without sacrificing reliability or security. Easily design and develop workflows for even your most unique of processes.

policy management systems


Improve member and agent satisfaction with self-service options

Ventiv's Policy offers secure and easy access to:

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

Improve pricing and cost accuracy

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

With powerful embedded analytics, you can quickly make better decisions based on your 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?


Change your approach to policy management

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

Operational Savings

Achieve significant savings and efficiency

Realize operational savings of up to 75% to produce policies and certificates with Ventiv's policy management system. 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.


As Seen on G2 & TrustRadius


"Ventiv Policy has a commonsensical way of breaking down policy administration into an easy-to-understand process for novice and experienced users. It's a great tool to teach as well as speed up the process of policy administration. Also, the User Guide offers an excellent tutorial for the new user."

Gail Alexander


"The policy team at Ventiv is very knowledgeable and great to work with. The policy site has allowed us to expand our business in ways we would never have been able to with our previous underwriting methods."

Katherine Cooley


"Best MPL system. Ventiv policy has helped our company gain efficiency and accuracy with policy issuance, quoting new business and endorsement processing. It's user friendly and easy to use."

Deb C.


"It is a very intuitive product. Users can easily maneuver through the product. It is able to be customized to program it to meet the user's needs."

Joy G.


"The system and workflow processes replace outdated, manual processes. Efficiencies are added and processes are streamlined."

Verified User in Insurance

Want to talk?

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

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

Download eBook

Considering an policy management system 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.


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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 on the planet with products like our industry leading policy management system.

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.