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DICEUS Policy Administration System
https://catalogartifact.azureedge.net/publicartifacts/diceus1586528304592.diceus-policy-administration-system-299c0a7b-ee73-4dab-a0ad-159b00130757/image5_DICEUSlogomarketplace280x280.png

DICEUS Policy Administration System

by DICEUS

End-to-End Policy Lifecycle Administration — built for speed, visibility, and control

DICEUS Policy Administration System a modular cloud-based platform used to manage the full lifecycle of insurance policies. It support spolicy creation, renewal, endorsement, cancellation, and COI generation. The system includes a billing module for invoice generation and payment tracking. It also allows users to calculate loss ratios, perform automated retro premium calculations, and access detailed loss insights.

Policy setup and creation :

  • Manual and bulk policy creation and renewal
  • Auto-filling of client data
  • Add entity details to the policy
  • Upload policy templates with dynamic fields for policy generation
  • Template versioning with logic for effective dates
  • Visual policy creation wizard
  • Ability to save policies in draft mode before finalization
  • Custom fields support
  • View complete policy history, including changes to versions, statuses, endorsements, and dates

Endorsements and COI :
  • Support for mid-term policy changes
  • Automated premium recalculation (pro-rata, short-rate)
  • Approval workflows based on change type and impact
  • Endorsement document generation and versioning
  • On-demand COI generation for policyholders, brokers, or third parties
  • Configurable templates by product, jurisdiction, or customer type
  • Real-time data pull from active policies and endorsements
  • Multi-format export: PDF, email delivery, system download
  • Version control and issuance history tracking
  • Expiry date and coverage validation logic
  • Bulk COI generation for group or fleet policies

Loss run data :
  • Calculation of loss ratios
  • Retro premium calculation using policy premium data and loss experience

Product management :
  • Ability to create insurance products, specifying coverage and limits
  • Option to define product description and assign a parent product
  • Support for multiple product versions with different effective dates
  • Upload of Word templates with dynamic fields for policy generation

Billing and invoicing :
  • QuickBooks or other accounting system integration
  • Manual and automatic invoice generation
  • User-friendly invoice PDFs generated from policy premium data for emailing to clients Invoice-to-policy period mapping
  • Editable invoice descriptions
  • Tracking of paid, overdue, and pending invoices
  • Premium and tax reports for annual premium tax filings
  • Monthly earned and unearned premium reserve calculations

Document storage :
  • Policy, endorsement and COI documents are stored in Azure Blob Storage
  • Easy retrieval of declaration pages and endorsements for audit purposes without downloading the full policy document

Notifications and document delivery :
  • Notifications for creation, signature, renewal, etc.
  • Direct email and e-signature sending from the platform

General functionality :
  • Ability to create new user accounts via the admin interface
  • Role and permission assignment during user creation
  • Secure login with role-based access control
  • The audit log tracks all login, logout, and user management actions for compliance and security
  • Client and policy assignment to specific users
  • System-generated email and in-app notifications for key events and tasks
  • Support for Multi-Factor Authentication

At a glance

https://catalogartifact.azureedge.net/publicartifacts/diceus1586528304592.diceus-policy-administration-system-299c0a7b-ee73-4dab-a0ad-159b00130757/image0_DICEUSPASscreenshot31280x720.png
https://catalogartifact.azureedge.net/publicartifacts/diceus1586528304592.diceus-policy-administration-system-299c0a7b-ee73-4dab-a0ad-159b00130757/image3_DICEUSPASscreenshot41280x720.png