The policy and claims lifecycle, end to end
From quote to endorsement to claim, every policy event is tracked — and every claim moves through clear readiness and SLA milestones, not someone's inbox.
From quote to bound to endorsed
Keep every policy's full history in one register — cover, insurer, premiums and key dates. When something changes mid-term, an endorsement captures it and keeps invoicing and the ledger in step.
- Complete policy history
- Mid-term endorsements
- Key-date visibility
- Linked to finance
Move every claim through clear milestones
A claim isn't a status field — it's a process. ConnetikIQ drives claims through defined stages with readiness checks, so nothing progresses until it's genuinely ready, and SLA clocks track the time that matters.
- Defined claim stages
- Readiness blockers
- Automatic SLA clocks
- The right notifications
Run the desk with confidence
The operational backbone your brokers work in every day — connected to the money behind it.
Policy register
Every policy, insurer, cover and key date in one place — with a complete history per client.
Endorsements
Process mid-term changes that flow straight through to invoicing and the trust ledger.
Claims orchestration
Drive each claim through defined stages, with the right people notified at the right time.
Readiness blockers
See exactly what's stopping a claim from progressing — each blocker cleared by a specific action.
SLA milestones
SLA clocks that start and complete automatically as a claim hits each milestone.
Client & insurer records
A single record for every client and insurer, linked to their policies, claims and finances.
See ConnetikIQ run your brokerage
Book a walkthrough and we'll show you policies, claims, trust accounting and renewals working together on one platform.