Total policy administration, built for the people who run it.
TruePolicy runs the full policy lifecycle on one modern platform. Quote, bind, bill, audit, and renew with clarity and speed, so your underwriting, billing, and compliance teams move faster without losing control.
Policy work should not mean fighting your own systems
Underwriting, billing, audit, and compliance teams too often work across tools that were never built to talk to each other. Applications get re-keyed. Renewals get chased. Compliance deadlines turn into fire drills. TruePolicy brings the entire policy lifecycle onto one cloud-based platform, so the work moves in one place, from the first submission to the final audit.
One platform for the entire policy lifecycle
TruePolicy is designed exclusively for workers’ comp underwriting, billing, compliance, and audit teams. It improves the whole policy administration lifecycle with tools that boost efficiency, accelerate your core processes, and free your team to do more of the work that matters. Here is what it does.
Quoting and submissions
Turn applications into quotes without the busywork.
- Create multiple, alternate submissions with custom shortcuts and automated workflows
- Upload applications with the Submission Tool
- Clear OFAC (Office of Foreign Assets Control) sanctions automatically to avoid fines
- Quote and bill by location
Rating and loss costs
Rate with confidence, and keep up with annual changes without the scramble.
- Calculate premium with standard or modified rating algorithms
- Stay current with flexible NCCI and Bureau rating
- Import loss cost tables and data to handle annual rate changes
Billing and payments
Bill the way your business works, direct or through agencies.
- Bill directly or through agencies, with billing, payment, scheduling, and processing tools
- Invoice, track, and post expenses and transactions
- Generate and print invoices
- Offer flexible payment options, including ACH, credit card, and installments
- Payroll reporting and pay as you go
Endorsements and renewals
Keep every policy moving through its full life.
- Track and review policy changes with endorsements
- Automate renewals with workflows, custom rules, and routing
- Manage correspondence throughout the policy lifecycle
Certificate management
Handle certificates of insurance without the back-and-forth.
- Issue, track, and renew certificates of insurance in one place
- See every holder and expiration at a glance
- Automate renewals so nothing lapses
Audits
Run audits without losing the thread.
- Control workflows, assign audit requests, and review policies
- Monitor all audit activity with the Activity Log
- Manage external audit firms and internal audit teams
Compliance and security
Meet every deadline, and protect every record.
- Timely NCCI and Bureau compliance reporting (WCPOLS, WCSTAT)
- Customize security permissions and user access across programs
- Data security built to the highest industry standards
Workflows and automation
Build the rules once, and let the system carry the load.
- Create business rules and custom triggers to automate policy workflows
- Track every policy and audit activity with the Activity Log
- Automate and schedule billing, payment, and processing
- Speed up quoting with shortcuts and alternate submissions
Reporting and business intelligence
See the whole book clearly, and share what you see.
- Bring policy, claims, billing, and customer data into a single, integrated CRM
- Recreate traditional reports or build ad hoc dashboards
- Measure, manage, and improve underwriter and agent performance
- Let external agents run or subscribe to reports from the Agent Portal
- Manage internal and auditor workloads with interactive task boards
Made for the people who use it every day
TruePolicy takes the drag out of the tedious parts of policy work, so your team can spend its time and judgment where experience matters. Fewer clicks and quick actions. A multi-tab interface that saves your place. On-screen help right where you need it. Export to Excel, Word, or PDF. Even dark mode.
One system, start to finish
TruePolicy shares the same platform and the same data as TrueClaims™ and TruePortals™. Policy, claims, and customer experience stay in sync, so nothing gets re-keyed and everyone works from the same source of truth.
Download the TruePolicy Solution Guide
Get the full overview to share with your team, or talk it through with one of our workers’ comp experts.
See TruePolicy in action
Tell us how your policy team works today, and we will tailor a demo to your underwriting, billing, and compliance needs. Wherever the friction is, we will meet you there.