Rater Automation
Customer Details

Select Insurers

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Policy Details

Member Data (demography)

Upload members (columns: relation, sum_insured, and age or date_of_birth). Each rater's demography is derived automatically.

Policy, Coverage & Expiring Details

Enter every requirement here — coverage terms (room rent, maternity, PED…), policy dates, expiring policy & claims. The next step shows how each insurer maps them.

Policy T&Cs

Your requirements (entered on Policy Details) are shown read-only under Customer Requirement. Review how each insurer maps them and change any insurer's value with the dropdowns if needed. To edit a requirement, go Back.

Select insurers on step 1 to see the T&C matrix.
Quote Review