Adaptik Suite is cloud-based and on-premise insurance software designed for property and casualty (P&C) insurers. Businesses can use the integrated suite for managing claims, administering policies, billing customers and much more. The software can also be used as a standalone tool for businesses that only need a rating system or a online payment solution.
Additionally, the solution helps businesses add new products to online databases using a drag-and-drop interface. The solution also offers an online portal that can be accessed by users and their clients to create applications, view transactions, generate quotes and more.
P&C insurers can also use the solution to store, view and manage customer information. This includes segmenting customers into similar groups, accessing all documents associated with a customer, adding notes specific to different customers and more.
Besides these functionalities, Adaptik Suite offers a built-in work management solution, in which businesses can create, assign and track tasks on a centralized dashboard.
Ben from Thriveworks
Employees number: 51-200 employees
cheap and adaptive software that provides a solid back end for our operation. The quote customization has significantly cut down on the time our staff spend on the phone when signing up new clients.
If anything it's too customizable- you have to spend a lot of time setting up with all the different options available.
Vanessa from The Plaza Suites
Employees number: 201-500 employees
We use this at my place of employment. This software allows you to integrate with any external systems you may already be using.
It’s very user-friendly and has made the use of our time at the office so much better. The time and cost involved in designing a product, customizing a quote, rating, billing and administering a policy has been significantly reduced for our firm.
We love that you can configure tasks easily without ever learning to code. This policy management software also has the ability to easily integrate with just about any system out there.
It takes a bit of time to set it up because of the numerous options available for customization. However, once you have everything setup, it really does save you so much time it will make you realize implementation was worth it.