imara
All systems
For insurance operations

Insurance Management

Keep clients, cover, claims and finance in context. Give your team a clear path from the next renewal to the next approval.

  • Clients
  • Policies
  • Claims
  • Ledger
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Ivory shield, gold umbrella and organised policy folders
THE WORK, BROUGHT TOGETHER

Your everyday work.
In a better place.

Keep the relationship between a client, their cover and the work behind it visible.

Insurance Management organises the relationship between clients, policies, claims and finance. Each record keeps its supporting documents and activity close, making the next action easier to see.

01

Clients & Policies

Hold client information, cover and renewal details together.

  • Clients
  • Policies
  • Renewals
  • Documents
02

Claims

Follow each claim with its assessment and supporting documents.

  • Claims
  • Assessments
  • Claim documents
03

Approvals

Make decisions and review history visible to the people involved.

  • Review queues
  • Approvals
  • Activity
04

Finance & Ledger

Connect premium payments to the financial record behind each policy.

  • Premiums
  • Payments
  • Ledger
  • Reconciliation
05

Operations

Keep follow-ups moving across teams without losing ownership.

  • Tasks
  • Teams
  • Notifications
06

Reporting

Review policy, claims and finance activity from a consistent source.

  • Policy reports
  • Claims reports
  • Finance reports
FROM FIRST STEP TO NEXT STEP

A workflow with
a clear direction.

See how the core work moves through Insurance. Each stage keeps the next part of the process in view.

  1. 01

    Client

  2. 02

    Policy

  3. 03

    Claim

  4. 04

    Approval

  5. 05

    Ledger

THE DETAILS THAT MAKE A DIFFERENCE

More of what
your team needs.

Practical tools that support the work around the main workflow, so everyday details have a home too.

Renewal Tracking

Keep upcoming policy renewals visible to teams.

Approval Queues

Organise work that needs review and approval.

BEFORE YOU GET STARTED

A little more
clarity.

Each claim stays linked to the relevant client, policy, documents and review activity.

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