Automate & Optimize Policy Administration with Powerful Workflows.

True’s platform offers self-insured groups powerful workflows that automate and optimize policy administration, reducing manual tasks and improving efficiency across processes. 

TruePolicy Homepage and Underwriting Screens

Build Custom Workflows with Business Rules & Triggers 

  • Automate Core Processes: Establish custom triggers that automate workflows, minimizing manual effort and ensuring consistency.
  • Game-Changing Workflow Automation: Automate repetitive tasks like data entry, allowing teams to focus on strategic priorities.

Track Policy & Audit Activities with the Diary Tool 

  • Comprehensive Activity Tracking: Maintain a clear record of policy and audit activities for enhanced accountability and transparency.
  • Streamlined Audit Reviews: Simplify audit preparation with centralized tracking of activities, supporting efficient reviews.