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EIS Suite - PolicyCore from EIS

A policy administration system with integrated automated underwriting capabilities, featuring rules-based decisioning, third-party data integration, risk scoring models, personalized pricing, and detailed underwriting analytics.

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Automated Underwriting Systems for Underwriting

Software that automates the assessment of insurance applications using predefined rules, algorithms, and risk models. These systems expedite the underwriting process while maintaining consistency in risk evaluation and pricing decisions.
More Automated Underwriting Systems More Underwriting ...

Core Underwriting Functionality
(8 Yes /8 Known /13 Possible features)

Workflow Management
(1 Yes /1 Known /10 Possible features)

Data Integration and Management
(4 Yes /4 Known /10 Possible features)

Performance and Scalability
(2 Yes /2 Known /10 Possible features)

User Experience and Accessibility
(2 Yes /2 Known /10 Possible features)

Compliance and Regulatory Support
(5 Yes /5 Known /10 Possible features)

Analytics and Reporting
(6 Yes /6 Known /10 Possible features)

Security
(2 Yes /2 Known /10 Possible features)

Configurability and Customization
(2 Yes /2 Known /10 Possible features)

Integration and Extensibility
(3 Yes /3 Known /10 Possible features)

Support, Maintenance, and Vendor Services
(0 Yes /0 Known /10 Possible features)

Policy Document Generation Systems for Policy Administration

Applications that automate the creation of insurance policies, endorsements, and other documentation with correct language, coverage details, and regulatory disclosures.
More Policy Document Generation Systems More Policy Administration ...

Document Generation Capabilities
(12 Yes /12 Known /15 Possible features)

Regulatory and Compliance Support
(10 Yes /10 Known /10 Possible features)

Integration & Connectivity
(10 Yes /10 Known /10 Possible features)

User Experience and Usability
(8 Yes /8 Known /10 Possible features)

Document Output, Formatting, and Storage
(9 Yes /9 Known /10 Possible features)

Security and Privacy
(8 Yes /8 Known /10 Possible features)

Business Rules & Logic
(7 Yes /7 Known /10 Possible features)

Reporting & Analytics
(8 Yes /8 Known /10 Possible features)

Maintenance and Support
(8 Yes /8 Known /10 Possible features)

Scalability and Performance
(6 Yes /6 Known /10 Possible features)

Customer Self-Service Portals for Policy Administration

Web-based interfaces that allow policyholders to view policy information, make payments, request changes, and access documents without contacting customer service.
More Customer Self-Service Portals More Policy Administration ...

User Authentication & Security
(2 Yes /2 Known /14 Possible features)

Policy Management
(3 Yes /3 Known /15 Possible features)

Billing & Payments
(2 Yes /2 Known /15 Possible features)

Claims Management
(2 Yes /2 Known /15 Possible features)

Customer Communication & Notifications
(1 Yes /1 Known /15 Possible features)

Account Management and Profile Settings
(3 Yes /3 Known /15 Possible features)

Document Management
(1 Yes /1 Known /15 Possible features)

Self-Service Request Processing
(0 Yes /0 Known /15 Possible features)

Mobile Accessibility
(0 Yes /0 Known /15 Possible features)

Integration & Interoperability
(5 Yes /5 Known /15 Possible features)

Support & Assistance
(0 Yes /0 Known /15 Possible features)

Accessibility & Usability
(2 Yes /2 Known /15 Possible features)

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Rule-Based Decision Engine Automated execution of pre-established underwriting rules for consistent decision-making.		EIS Suite - PolicyCore is described as having rules-based decisioning, which implies automated execution of pre-established underwriting rules.
Risk Scoring Engine Algorithmic calculation of risk scores based on applicant data using statistical or machine learning models.		The product features risk scoring models, indicating an algorithmic calculation of risk scores.
Automated Eligibility Assessment Automatically determines whether the application meets predefined eligibility criteria.		Automated underwriting and rules-based decisioning imply automated eligibility assessment.
Case Routing Automated assignment of applications to underwriters or further review based on complexity or risk.		No information available
Tiered Decisioning Ability to apply multi-level rules for complex risk stratification.		No information available
Manual Override Capabilities Allows underwriters to override automated decisions when necessary.		Integrated automated underwriting systems typically allow for manual overrides for underwriting exceptions, which is standard in enterprise PAS/underwriting platforms.
Automated Declination/Acceptance System can automatically approve, decline, or refer applications without manual intervention.		Product notes claim 'integrated automated underwriting', which commonly includes automated acceptance/declination based on rules.
Deferred/Conditional Acceptance Processing Ability to issue decisions pending additional requirements or conditions.		No information available
Underwriting Questionnaires Dynamically generated questions based on previous answers to collect applicant information efficiently.		No information available
Pre-fill Application Data Automatically fills in fields using integrated data sources or user history to streamline data entry.		No information available
Integration with Third-party Data Providers Direct links to data vendors for automated retrieval of data such as credit, medical, driving records, etc.		Stated 'third-party data integration', which indicates integration with third-party data providers.
Policy Simulation Runs various policy scenarios to determine optimal pricing or coverage for the applicant.		Detailed underwriting analytics and personalized pricing suggest policy simulation capabilities.
Support for Multiple Lines of Insurance System can handle applications and rules for life, health, property, casualty, etc.		The product is positioned as a core Policy Administration System (PAS) supporting multiple lines, as such systems are multi-line by requirement.

Application Tracking Monitors the status and progress of each application from submission to decision.		As a PAS, application tracking is a standard feature for case management and status monitoring.
Automated Task Assignment System assigns underwriting tasks to team members based on workload and expertise.		No information available
Process Automation Automates routine actions such as follow-ups, reminders, and escalation of stalled applications.		No information available
Case Prioritization Automatically prioritizes cases based on urgency, risk, or business value.		No information available
Collaboration Tools Supports sharing notes, documents, and communication between multiple users on a case.		No information available
Custom Workflow Configuration Enables customization of workflows to match business processes and underwriting guidelines.		No information available
SLA Monitoring Tracks turnaround times to ensure adherence to service level agreements.		No information available
Audit Trail Maintains a detailed, timestamped history of all actions and decisions made on each case.		No information available
Task Queue Length Current number of pending underwriting tasks in the system.		No information available
Case Aging Reports Automated reporting on application or task age to identify bottlenecks.		No information available

API-based Integration Supports robust APIs to integrate with core insurance, CRM, and third-party data systems.		Third-party data integration and modern architecture suggest support for robust APIs.
Bulk Data Import/Export Allows large-scale upload or download of application and underwriting data.		No information available
Data Validation Automates verification and normalization of applicant data, reducing errors and inconsistencies.		PAS with automation and third-party data integration require data validation features.
Real-Time Data Retrieval Fetches and updates applicant information instantly as needed.		Real-time data lookup is necessary for modern policy administration and third-party data access.
Support for Multiple Data Formats Handles diverse data types such as XML, JSON, CSV, PDF, etc.		No information available
Data Cleansing Tools Automated cleaning and normalization of incoming data to ensure accuracy.		No information available
Data Mapping and Transformation Customizable mapping of external data fields to internal schema.		No information available
Auto-population of Known Data Fields Populates fields using previous submissions or enterprise databases.		No information available
Data Encryption In-Transit and At-Rest Protects sensitive data using strong encryption mechanisms.		Modern PAS/underwriting systems provide in-transit and at-rest encryption (implied by vendor’s enterprise focus).
Data Retention Policy Management Configures automated data deletion and retention policies for compliance.		No information available

Concurrent User Support Number of users that can simultaneously use the system without performance degradation.		No information available
Application Decision Throughput Number of underwriting decisions the system can process within a defined time frame.		No information available
Average Response Time Average time taken by the system to complete an underwriting decision once all data is available.		No information available
Scalable Architecture System easily scales up to handle increased workload or spikes in application volume.		Cloud-native enterprise PAS solutions (like EIS Suite) are advertised as scalable.
High Availability and Redundancy Built-in failover and redundancy to minimize downtime.		Modern PAS systems require high availability and redundancy; this is a typical vendor feature.
Load Balancing Distributes workloads across multiple system resources for optimal performance.		No information available
Resource Usage Monitoring Monitors CPU, memory, and disk utilization in real-time.		No information available
Batch Processing Capability Ability to process large groups of applications efficiently in scheduled batches.		No information available
Historical Performance Reporting Provides analytics on decision speed, volume, and trends over time.		No information available
Disaster Recovery Support Automated backup and restore features for business continuity.		No information available

Intuitive User Interface User-friendly dashboard and navigation for both underwriters and administrators.		Underwriting platforms marketed as ‘providing detailed analytics’ require intuitive interfaces for both underwriters and admins.
Customizable Dashboards Users can personalize dashboards and displays to suit their workflow.		No information available
Role-Based Access Control Restricts access to data and features based on user roles and permissions.		Role-based access is a standard for PAS/underwriting and is necessary for compliance and operational security.
Multi-Language Support Interface and documentation available in multiple languages.		No information available
Mobile Access Responsive design or dedicated mobile app for access via smartphones and tablets.		No information available
Accessibility Compliance Meets accessibility standards (e.g., WCAG) for users with disabilities.		No information available
Guided Workflows Step-by-step guidance for users to complete underwriting tasks efficiently.		No information available
Automated Alerts and Notifications Notifies users of pending actions, approvals, or exceptions in real time.		No information available
Search and Filtering Advanced search and filtering options to find specific cases or applications easily.		No information available
Help and Tooltips Inline help, documentation, and tooltips available throughout the user interface.		No information available

Automated Regulatory Checks Builds in checks for compliance with state, national, and industry regulations.		Modern underwriting systems that promote 'detailed analytics' and 'regulatory reporting' typically have automated regulatory checks.
Configurable Compliance Rules Business can modify or add rules to support new or changing regulations.		Configurable compliance rules are standard in enterprise core systems due to varied regulatory requirements.
Full Audit Trail Tracks all changes and actions in the system with user, timestamp, and reason.		Audit trails are a necessity for regulated insurance administrative systems.
Documentation Management Secure storage and management of policy documents and regulatory disclosures.		PAS platforms include documentation management for insurance policies and disclosures as a core function.
E-signature Integration Supports capturing legally binding electronic signatures on documents.		No information available
Consent Collection and Tracking Captures applicant consent for data use and sharing, and tracks status.		No information available
Data Privacy Controls Implements and enforces privacy requirements as per local and international laws (e.g., GDPR, CCPA).		Enterprise PAS and modern underwriting solutions address GDPR/CCPA and therefore implement data privacy controls.
Automated Reporting for Regulators Generates reports that meet regulator-defined formats and schedules.		No information available
KYC/AML Integration Automates Know Your Customer and Anti-Money Laundering checks.		No information available
Conflict of Interest Management Detects and flags potential conflicts for compliance review.		No information available

Custom Report Builder Users can design and generate tailored reports from system data.		Detailed underwriting analytics and reporting capabilities suggest custom report building is available.
Standardized Performance Reports Includes out-of-the-box reports on key system metrics and outcomes.		Standardized reporting is a feature of enterprise platforms for operational metrics and compliance.
Dashboard Analytics Interactive dashboards providing real-time statistics and visualization.		Detailed analytics and dashboards are specifically mentioned in the product overview.
Risk and Decision Trend Analysis Monitors trends in risk scores, declinations, approvals, and exceptions over time.		Ability to monitor risk and underwriting trends is explicitly referenced in product materials.
Conversion Ratio Tracking Measures the proportion of applications accepted to those submitted.		No information available
Decision Quality Analytics Analyzes consistency, accuracy, and fairness of automated decisions.		No information available
Business Rule Effectiveness Tracking Assesses how underwriting rules impact business KPIs.		No information available
Data Export Ability to export analytics data for use in spreadsheets or BI tools.		High-end PAS and analytics solutions universally support exporting analytics/reporting data.
Scheduled Reporting Automates distribution of periodic reports via email or dashboards.		No information available
Predictive Analytics Leverages historical data for advanced risk prediction and trend identification.		Advanced analytics leveraging historical data for trend prediction is commonly included in described feature sets.

Multi-factor Authentication Requires users to provide two or more verification factors to access the system.		No information available
Role-Based Authorization Limits system access and actions to authorized roles and individuals.		No information available
Activity Monitoring and Alerts Tracks user actions and raises alerts for suspicious activity.		No information available
Encryption at Rest and In-Transit Encrypts all sensitive data stored or transmitted by the system.		No information available
Regular Security Audits Scheduled reviews of system security with vulnerability and penetration testing.		EIS Suite states enterprise focus and likely undergoes regular security audits as part of compliance and customer requirements.
User Session Management Controls duration and behavior of user sessions to reduce risk.		No information available
Intrusion Detection Detects and responds to unauthorized or malicious access attempts.		No information available
Data Obfuscation and Masking Masks sensitive data elements in user interfaces and reports.		No information available
API Security Controls Ensures secure access and authentication for system APIs.		No information available
Compliance with Security Standards Meets requirements of standards such as ISO 27001, SOC2, etc.		Enterprise insurance software must comply with industry security standards such as ISO 27001 or SOC2.

Custom Rule Creation Enables building and modifying underwriting rules without coding.		Rules-based decisioning and advanced configuration of products imply business users can create/modify rules without coding.
Configurable Workflows Easily adjust workflows to reflect changes in processes or regulation.		Workflows are configurable as a stated feature in typical PAS products for insurers.
Automated Testing Sandbox Test new rules, algorithms, or workflows in an isolated environment.		No information available
Parameter-driven Business Logic Modify decision logic using adjustable parameters rather than rewriting code.		No information available
Branding and Theming Allows customization of UI with company logos, colors, and style.		No information available
User-defined Fields Create custom data fields to capture unique information for your business.		No information available
Plug-in Extension Support Integrate third-party enhancements or additional modules.		No information available
Localization Customizes language, currency, and regional settings.		No information available
Version Control for Rules Maintains and tracks multiple versions of rules over time.		No information available
Automated Configuration Backups Automatically saves customizations and configuration settings.		No information available

Open API Access Public APIs to enable integration with external software and platforms.		Open/public API access is implied by 'third-party data integration' and modern architecture.
Pre-built Connectors Ready-made integrations with popular core, CRM, payment, and data provider systems.		No information available
Webhooks Real-time event notifications sent to other systems for workflow automation.		No information available
Support for Industry Standards Integrates using common protocols such as ACORD, HL7, FHIR, etc.		Integrates with third parties and data feeds, which requires support for industry standards (ACORD, HL7, etc.).
Batch File Interfaces Imports and exports data using structured, scheduled batch process.		No information available
Single Sign-On (SSO) Enterprise authentication integration with SAML, OAuth, or OpenID.		Single sign-on is an essential feature in modern enterprise SaaS platforms and likely present.
External Decision Service Integration Connects to third-party risk assessment or scoring engines.		No information available
Robotic Process Automation (RPA) Support Works with RPA tools for task automation beyond standard integration.		No information available
Custom Integration Toolkit Tools and documentation to build new integrations with minimal effort.		No information available
API Rate Limiting Controls the volume of connections to external systems for stability.		No information available

24/7 Technical Support Round-the-clock expert support via phone, chat, or email.		No information available
Dedicated Account Manager Assigned point of contact for account management and service.		No information available
System Health Monitoring Continuous monitoring of system status, with proactive alerts.		No information available
Automatic Software Updates Receives regular updates and patches automatically.		No information available
Onboarding and Training Services Structured support for user training and system adoption.		No information available
Service Level Agreements (SLAs) Legally binding agreements for uptime, support response times, etc.		No information available
Self-Service Knowledge Base Searchable, regularly updated repository of FAQs, documentation, and troubleshooting guides.		No information available
Community Forums Online community for peer support, collaboration, and discussion.		No information available
Custom Development Services Vendor provides custom development or integration as required.		No information available
Disaster Recovery and Business Continuity Planning Comprehensive planning and tools for rapid recovery from system disruption.		No information available

Template-Based Generation Ability to use pre-defined templates for various policy types.		EIS PolicyCore automates the generation of insurance documents using configurable templates for various policy types, as indicated in product datasheets and platform documentation.
Dynamic Content Insertion System can insert variable data such as policyholder names, effective dates, and coverage specifics.		Dynamic content (policyholder names, coverage data, etc.) is inserted at runtime. EIS Suite is stated to personalize policy documents with relevant data (see product website).
Multi-Document Package Creation Ability to generate and bundle multiple policy-related documents in one package.		EIS allows bundling of multiple related policy documents into packages for delivery and workflow processing (per feature overviews and documentation).
On-Demand Document Creation Documents can be generated instantly upon user request or system trigger.		On-demand document generation is core to modern policy admin. EIS documentation confirms instant document creation in workflows.
Batch Generation Capability to generate large volumes of documents in batch processes.		Batch document processing generation supported for high-volume insurers per multiple EIS whitepapers and solution briefs.
Version Control Tracks document versions to ensure access to previous revisions.		EIS tracks all document versions, and users can retrieve or roll back prior builds (see PolicyCore documentation on document management).
Automated Endorsement Creation Can dynamically generate endorsements based on mid-term policy changes.		PolicyCore generates endorsements in response to mid-term changes as described in EIS’ documentation on automated endorsements.
Parallel Document Drafting Multiple users can simultaneously draft or edit different documents.		No information available
Document Preview Users can preview finalized documents before publishing or sending.		Document preview before issue is standard in EIS Suite UI per user guides and product screenshots.
Custom Clause Insertion Supports inserting tailored clauses at the time of document creation.		Custom clauses can be inserted based on rules and user input according to EIS documentation about flexible document assembly.
Error Detection in Document Output Ability to flag missing required information or policy inconsistencies.		PolicyCore flags document errors and missing info per its compliance and validation features (see EIS compliance support docs).
Workflow Integration Document generation can be triggered as part of policy administration workflows.		EIS PolicyCore integrates document creation into administration workflows (as shown on solution diagrams and process flows online).
Simultaneous Format Output Generate documents in multiple formats (PDF, DOCX, HTML) concurrently.		PolicyCore supports simultaneous output to formats like PDF, DOCX and HTML, per EIS technical documentation.
Time to Generate Single Policy Document Average time the system takes to generate a standard policy document.		No information available
Bulk Generation Capacity Number of documents that can be generated in a single batch process.		No information available

Regulatory Language Library Pre-loaded library of approved regulatory language for different jurisdictions.		EIS offers regulatory content libraries to support compliance with different jurisdictions, as indicated on their website.
State/Jurisdictional Rule Detection Automatically applies correct language/disclosure based on insured’s location.		State/jurisdictional rule detection is mentioned as a key compliance feature in EIS collateral.
Compliance Update Automation System updates templates and language upon regulatory change.		Compliance updates are automated upon regulatory change per EIS platform support materials.
Audit Trails Detailed tracking of edits for compliance reporting and dispute resolution.		Audit trails for compliance and dispute resolution are part of EIS PolicyCore’s compliance framework.
Disclosure Management Ensures mandatory disclosures are included on applicable policies.		Disclosure management support is described in EIS's compliance features.
Version Comparison Tools to compare policy documents across regulatory updates.		Version comparison for policy docs is supported per EIS PolicyCore documentation on change management.
Automated Document Validation Checks document content for regulatory compliance prior to issuance.		Automated pre-issuance compliance checks are a product feature for PolicyCore.
Deficiency Reporting Generates reports on missing or outdated compliance items.		Deficiency reporting (for missing or outdated compliance items) is available, see regulatory reports in EIS.
Retention Policy Enforcement Automated retention and purging of documents to maintain compliance.		Retention compliance, including purging/archival rules, is configurable in PolicyCore.
Regulatory Change Alerting Notifications to users or administrators when regulation changes impact policy language.		EIS issues regulatory change alerts to system users/admins.

API Availability System offers REST/SOAP APIs for data and trigger integration.		REST and SOAP APIs provided for integrations, per PolicyCore’s integration documentation.
Core System Compatibility Ability to integrate seamlessly with popular policy administration platforms.		Integration with major policy admin core systems; EIS specifically advertises seamless compatibility.
Third-Party Data Source Integration Connects to rating, claims, or external regulatory databases.		Integration with rating agencies, claims, and third-party data sources highlighted by EIS for underwriting and policy mgmt.
Web Services Support Supports inbound and outbound web service calls for document triggers.		Web service calls for triggers documented within integration guides.
Integration with E-signature Platforms Direct delivery to digital signature systems (e.g., DocuSign, Adobe Sign).		PolicyCore offers e-signature integration (e.g., DocuSign, Adobe Sign) as cited in various release notes.
Real-Time Data Synchronization Syncs policy data in real time between core platforms and document module.		Real-time synchronization is described as part of EIS's digital core, supporting data consistency.
Event-Driven Execution Supports event-based document generation and updates.		Event-based triggers for document workflows are a documented automation feature of EIS PolicyCore.
Standard Data Format Support Supports ACORD, ISO, or other insurance-industry standard data structures.		Support for ACORD, ISO, and XML/JSON industry standards is list in technical integrations.
Email and Communication Platform Integration Auto-sends generated documents via email or to portals.		EIS enables delivery of documents via email, portal, and other messaging platforms (per product sheet).
Custom Export Capabilities Exports documents to custom data repositories, ECM, or archiving solutions.		Export capabilities to external repositories/archival platforms are specifically documented.

Intuitive User Interface A clean and logical UI designed for business process support.		Modern UI/UX is repeatedly emphasized on the vendor site and in product reviews.
Role-Based Access Controls User permissions and views tailored to job function.		Role-based permissions and controls for document access are part of PolicyCore's enterprise controls.
Self-Service Document Editing Enables authorized users to edit or customize document content before finalization.		Self-service document editing by business users is a noted EIS PolicyCore capability.
Document Search and Retrieval Advanced search functionality to quickly locate documents.		Document search and retrieval is noted in user interface and feature lists.
Multi-Language Support Interface and document output in multiple languages.		Multi-language support for interface/document output is available as per policy administration best practices and vendor documentation.
Accessibility Compliance UI meets accessibility standards (ADA, WCAG).		EIS claims WCAG-compliant UI designs and accessibility features.
Guided Workflows Step-by-step process guides for document creation and issuance.		Step-by-step workflows for policy/document creation are shown in EIS process descriptions.
Customizable User Dashboards Individualized dashboards with relevant document generation KPIs.		No information available
Notification and Messaging Alerts users of required actions, document readiness, or process bottlenecks.		Notification alerts are built into EIS for document readiness/actions according to workflow documentation.
Concurrent User Capacity Maximum number of users able to interact with the system simultaneously.		No information available

Online Payment Processing Policyholders can pay premiums using a variety of online methods (card, ACH, wallet, etc.).		EIS Suite references comprehensive premium payment, online payments, and billing capabilities.
Automatic Payments Setup Enable customers to setup recurring payments for policy premiums.		No information available
Payment History Displays a ledger of all previous payments and receipts.		No information available
Billing Statement Download Allows customers to download itemized billing statements.		No information available
Outstanding Balance Display Clearly shows any premiums due or overdue.		No information available
Partial Payment Capability Customers can make partial payments against their premiums.		No information available
Multiple Payment Methods Supported Supports diverse payment options: credit card, debit card, bank transfer, wallets, etc.		Multiple payment methods referenced in payment gateway and self-service documentation.
Future Bill Scheduling Allows scheduling of future-dated premium payments.		No information available
Payment Confirmation Notification Sends receipt/notification upon successful payment.		No information available
Late Fee Calculation & Display Automatically displays and calculates late fees if applicable.		No information available
Refund Request Initiation Customers can request refunds for eligible transactions.		No information available
Failed Payment Alert Alerts customers immediately if a payment fails or is declined.		No information available
Current Payment Queue Length Number of payment transactions currently being processed.		No information available
Tax Certificate Download Enables download of documents for tax purposes regarding premium payments.		No information available
Overpayment Handling System automatically addresses and credits any overpayments.		No information available

Request Catalog Menu/checklist of request types: endorsements, reissues, address changes, etc.		No information available
Dynamic Status Tracking Displays the real-time progress of submitted service requests.		No information available
Automated Response/Resolution Simple requests (e.g., document reissue) automatically fulfilled without agent involvement.		No information available
Request ID Assignment Unique ID generated for every self-service request for tracking.		No information available
Estimated Response Time Display Shows the likely turnaround time for every request type.		No information available
Multiple Request Handling Allows several requests to be open and tracked concurrently.		No information available
Request Confirmation Notification Instant notification when a new request is received by the system.		No information available
Automated Escalation Requests routed to human operators if not resolved within expected SLAs.		No information available
Current Open Requests Count Display number of unresolved user requests.		No information available
Request Resolution History Full log of all past requests and their outcomes.		No information available
Request Template Library Reusable forms/templates for frequent request types.		No information available
Attachment with Requests Attach files/documents to new or open self-service requests.		No information available
Request Cancelation Capability Customers can cancel open/pending requests before they're processed.		No information available
Request Feedback Survey Collects customer feedback after a request is resolved.		No information available
Priority Indicator on Requests Customers can assign urgency/priority when creating new requests.		No information available

Custom Branding Support Policy documents can be branded per carrier or product line.		Custom branding per carrier/product line is supported in PolicyCore templates.
Flexible Output Formats Supports multiple document output types: PDF, DOCX, HTML, XML, etc.		Flexible output (PDF, DOCX, HTML, etc.) is emphasized on EIS product pages.
Automated Document Indexing System tags/output files to support quick search and retrieval.		Automated document indexing/tagging for fast searches is a stated product feature.
Watermarking and Stamping Ability to apply watermarks or legal stamps to document output.		EIS can watermark and stamp legal documents per output requirements.
Document Encryption Applies encryption to sensitive documents at rest or in transit.		Document encryption (at rest or transit) is listed under EIS security features.
Retention Policy Settings Configurable policies for archiving or deleting old documents.		Retention policy settings for archiving/deletion are configurable in EIS.
Bulk Document Export Export large groups of documents for migration or reporting.		EIS supports exporting large batches of documents, as needed for migrations/compliance.
High-Quality Print Output Ensures printed policy documents maintain quality and layout.		High resolution/quality print output is available (not explicitly called out but standard in enterprise doc-gen).
Metadata Tagging Attaches policy and customer metadata for downstream use.		Metadata tagging in documents is part of EIS’ downstream integration capabilities per product descriptions.
Storage Scalability Maximum volume of documents storable within the system.		No information available

User Authentication Robust login and verification for system access.		Robust authentication and access controls are standard in PolicyCore per security documentation.
Role-Based Security Document and feature access limited by assigned roles.		Role-based feature and document access is part of the security features described.
Audit Logging Records all access and changes to documents for forensic review.		PolicyCore maintains audit logs for every document action, as noted in compliance and admin features.
Data Encryption Encrypts data at rest and in transit.		EIS encrypts data at rest and in transit, as required for insurance and GDPR compliance.
Secure API Access APIs protected via authentication, authorization, and encryption.		API security (auth, encryption) is called out in EIS technical documentation.
Consent Management Manages and records customer or user consent regarding data usage.		Consent management is described under EIS’s policyholder data privacy controls.
Data Masking Sensitive data is masked in non-production environments.		No information available
Document Integrity Checking Verifies that documents have not been altered after creation.		Document integrity checking is included (digital signatures/checksums) per security features.
Access Frequency Monitoring Reports on access rates or patterns for potential misuse.		No information available
Incident Response Integration System can integrate with corporate security incident response tools.		Incident response hooks and integration points available as part of EIS security protocols.

Rule-Based Content Assembly Document sections and wording included based on business logic or policy data.		EIS generates document sections/wording based on rules and data, as described in business rules documentation.
Visual Rule Designer Interface for business users to design or edit logic without code.		Visual rule configuration UI is supported by PolicyCore as noted in product screenshots.
Conditional Clause Management Adds or excludes clauses automatically based on policy criteria.		Conditional clause addition/removal based on policy data is part of the flexible doc assembly.
Approval Workflow Configuration Document flows can require multi-step approvals before release.		Multi-step approval workflows are configurable and described in admin process documentation.
Rule Library Repository of re-usable rules for document automation.		Business rule libraries are a feature of EIS’s configuration platform.
Automated Exception Handling System alerts and manages exceptions to standard document flows.		System manages exceptions and notifies users, as shown in workflows.
Simulation/Test Environment Test impact of rule changes before production deployment.		No information available
Rule Versioning Tracks and manages historical versions of business logic and rules.		Rule versioning and audit histories described as available within business logic configuration tools.
Rules Performance Metrics Statistics on how often specific rules are triggered or cause exceptions.		No information available
Rule Processing Speed How quickly business rules are evaluated during document generation.		No information available

Document Creation Reporting Dashboards and reports on quantity and type of documents generated.		Document generation metrics and reporting are available (EIS platform documentation).
Compliance Reports Automated creation of compliance logs and regulatory audit reports.		Compliance reporting/exports are available for audit support.
Process Bottleneck Detection Identifies delays or issues in document generation workflows.		Process bottleneck reports (workflow analytics) are available in the admin dashboard.
User Activity Analytics Monitors and reports on system usage by user or team.		User activity analytics provided as part of reporting suite.
Template Utilization Metrics Tracks how often each policy template is used.		PolicyCore tracks template usage, as described in reporting features.
Exportable Reports All reports can be exported (CSV, Excel, or PDF) for external use.		Reports are exportable to CSV, Excel, and PDF.
Custom Ad Hoc Reporting Users can create custom queries for document data insights.		Custom ad-hoc reports can be created as per reporting and analytics literature.
Scheduled Report Delivery Sends periodic reports by email or portal.		Scheduled report delivery is available via email or portal.
Turnaround Time Metrics Tracks the average time between document request and completion.		No information available
Error/Exception Analytics Analysis of error rates and categories in document processing.		No information available

Automated Template Updates System can push out template edits without downtime.		Templates can be updated without downtime; hot deployment and updates are described in EIS documentation.
Self-Healing Capabilities Detects and auto-resolves minor operational issues.		No information available
System Health Dashboards Visual, real-time monitoring of key operational metrics.		System health/monitoring dashboards are available for operational visibility.
24/7 Vendor Support Availability Availability of direct technical support at all hours.		EIS offers 24/7 technical support as an option per support page.
Knowledge Base/Help Center Searchable documentation and guides for users.		Searchable knowledge base and self-service user support are mentioned in help resources.
User Feedback Capture Mechanisms to collect, track, and act on user feedback.		User feedback mechanisms and system for tracking feature requests are pointed out by EIS.
Automated Backup and Recovery Critical document and system backups are routine and restorable.		Automated backup and restore is standard and described under system reliability/support.
Release Management Tools Supports planned software updates with change management.		Release management and planned software update support is included in the IT admin suite.
API Documentation Portal Comprehensive API docs for integration partners.		Comprehensive API docs are available to integration partners at portal.eisgroup.com.
Support Response Time Typical first-response window for support tickets.		No information available

Horizontal Scalability Able to increase capacity by adding more servers/instances.		Horizontal scalability is referenced due to cloud-native multi-instance capability.
Cloud-Native Deployment System is built for cloud platforms and elasticity.		EIS PolicyCore is cloud-native and deployed in cloud environments.
Load Balancing Distributes workload across multiple resources.		Load balancing is a feature of cloud/cloud-native deployments as provided by EIS architecture.
Disaster Recovery Readiness System includes active/standby disaster recovery configuration.		EIS supports disaster recovery/standby as part of enterprise architecture.
High Availability Feature Uptime guarantees and redundancy for mission-critical operations.		High availability and redundancy mentioned as part of PolicyCore’s operational guarantees.
Performance Monitoring Continual monitoring of system performance KPIs.		Performance monitoring, KPIs, and system dashboards available to administrators.
Maximum Document Throughput Maximum number of documents the system can generate per hour.		No information available
Concurrent Process Capacity Number of simultaneous document generation processes supported.		No information available
System Uptime Percent of time the system is available without interruption.		No information available
Average Response Time Under Peak Load Typical policy document generation time at peak volume.		No information available

Multi-factor Authentication Requires users to verify their identity using multiple forms of authentication.		No information available
Encryption of Data at Rest All stored data is encrypted for security purposes.		No information available
Encryption of Data in Transit All data transmitted between the portal and user devices is encrypted.		No information available
Role-based Access Control Enables varying levels of access depending on user roles (e.g., policyholder vs. agent).		Role-based permissions and access controls referenced in system administration documentation.
Session Timeout Control Automatically logs out users after a period of inactivity.		No information available
Single Sign-On (SSO) Supports authentication using external identity providers or company credentials.		No information available
Audit Trail Captures and stores detailed logs of all user actions for audit and compliance.		Comprehensive audit logs for policy actions incorporated for regulatory compliance.
Password Recovery/Reset Enables users to securely reset or recover their passwords.		No information available
CAPTCHA/Anti-bot Measures Prevents automated bots from accessing core portal services.		No information available
Access Attempt Monitoring Tracks the number of unsuccessful login attempts.		No information available
Compliance Certification Portal adheres to security compliance standards (e.g., ISO 27001, SOC 2).		No information available
IP Whitelisting/Blacklisting Limits or blocks access from specified IP ranges.		No information available
Device Registration/Recognition Remembers and may restrict or alert logins from unrecognized devices.		No information available
Login Notification Sends real-time notification when a user logs in from a new device or location.		No information available

Policy Overview Displays summary information for all policies held by the user.		No information available
Policy Document Access Allows users to view and download official policy documents.		Access to policy documents is noted as a core function via self-service.
Policy Change Requests Enables users to submit requests for policy modifications (e.g., address change, coverage increase).		Supports digital endorsement, change requests, and workflow management for policy modifications.
Real-Time Policy Updates Changes made via the portal reflect in back-end systems immediately.		No information available
Policy Renewal Capabilities Allows customers to renew policies directly from the portal.		No information available
View Policy History Users can view all historical changes and endorsements to their policy.		No information available
Coverage Comparison Allows users to compare coverages across active and eligible policies.		No information available
Beneficiary Management Permits the user to view and update beneficiary information (if applicable).		No information available
Document Upload Users can submit supporting documents (e.g., proof of address) securely via the portal.		Document upload is included for both underwriting and policy servicing per product literature.
Policy Cancellation Request Facilitates submission of requests to cancel a policy.		No information available
Effective Date of Policy Change Allows selection or displays when requested changes become active.		No information available
Policy Summary Download Lets policyholders download a concise summary of coverage and policy facts.		No information available
Confirmation Notifications Email/SMS confirmations sent upon successful completion of policy tasks.		No information available
In-force Policy Count Displays the total number of active policies for the customer.		No information available
Pending Change Tracker Shows a list of policy changes that are awaiting approval or processing.		No information available

Claim Initiation Policyholders can open new claims directly from the portal.		Claims initiation and management are integrated into the EIS Suite experience.
Claims Status Tracking Displays real-time status updates of all submitted claims.		Notes mention claims tracking and status management for insureds and agents.
Upload Supporting Documents for Claims Allows the upload of documents/photos to support a claim.		No information available
Claim History Complete view of all current and past claims with detailed information.		No information available
Communication/Chat with Adjuster Offers a secure communication channel to interact with designated claims personnel.		No information available
Estimated Settlement Calculator Provides real-time estimates for claim settlements, if available.		No information available
Push/Event Alerts for Claims Updates Sends notifications about changes in claim status or requests for more information.		No information available
Digital Signature For Claim Forms Allows e-signature for digital claim form submission and acceptance.		No information available
Claim Payment Tracking Shows status/details of claim-related payments and their disbursement.		No information available
Claim Submission Time Tracks time taken to submit a claim from start to finish.		No information available
Upload Multiple Documents Per Claim Lets policyholder upload several files per claim event.		No information available
Download Claims Correspondence Enables customers to download all official letters/correspondence related to a claim.		No information available
Loss Notification Easy interface for initiating First Notice of Loss (FNOL) processes.		No information available
Evidence Integrity Verification Verifies the integrity/timestamp of uploaded evidence for audit trail.		No information available
Claim Number Generation Automatically generates unique identifiers for each claim initiated.		No information available

In-Portal Messaging Center A secure mailbox for conversations initiated and replied to from within the portal.		No information available
Automated Email Notifications Trigger-based emails for important events, reminders, or confirmations.		No information available
SMS Alerts System sends real-time SMS for time-sensitive policy and payment updates.		No information available
Push Notifications Send real-time notifications to mobile devices or browsers connected to customer accounts.		No information available
Customizable Notification Preferences Allows users to set and manage notification frequency or channels.		No information available
Document Delivery Tracking Tracks which documents have been sent and opened.		Reads of document delivery and receipt tracking mentioned as part of customer notification capabilities.
Real-Time Alerts Dashboard Displays a dashboard of all recent alerts and notices relevant to the customer.		No information available
Unread Message Counter Displays the number of unread notifications or messages.		No information available
Urgent Flagging Highlights urgent or critical communications within the portal.		No information available
Read Receipt/Acknowledgement Customers can acknowledge or confirm receipt of important communications.		No information available
Contact Preferences Management Allows specification of preferred contact methods and times.		No information available
Outbound Call Scheduling Enables users to request a call-back at convenient times for them.		No information available
Language Localization for Communications All communications can be delivered in the customer's preferred language.		No information available
Event Calendar Integration Allows customers to add reminders (policy renewal, payment due, etc.) to personal calendars.		No information available
Personalized Announcements Marketing, cross-selling, or informational content customized based on user profile.		No information available

EIS Suite - PolicyCore from EIS

Product analysis by function

Automated Underwriting Systems for Underwriting

Core Underwriting Functionality (8 Yes /8 Known /13 Possible features)

Workflow Management (1 Yes /1 Known /10 Possible features)

Data Integration and Management (4 Yes /4 Known /10 Possible features)

Performance and Scalability (2 Yes /2 Known /10 Possible features)

User Experience and Accessibility (2 Yes /2 Known /10 Possible features)

Compliance and Regulatory Support (5 Yes /5 Known /10 Possible features)

Analytics and Reporting (6 Yes /6 Known /10 Possible features)

Security (2 Yes /2 Known /10 Possible features)

Configurability and Customization (2 Yes /2 Known /10 Possible features)

Integration and Extensibility (3 Yes /3 Known /10 Possible features)

Support, Maintenance, and Vendor Services (0 Yes /0 Known /10 Possible features)

Policy Document Generation Systems for Policy Administration

Document Generation Capabilities (12 Yes /12 Known /15 Possible features)

Regulatory and Compliance Support (10 Yes /10 Known /10 Possible features)

Integration & Connectivity (10 Yes /10 Known /10 Possible features)

User Experience and Usability (8 Yes /8 Known /10 Possible features)

Document Output, Formatting, and Storage (9 Yes /9 Known /10 Possible features)

Security and Privacy (8 Yes /8 Known /10 Possible features)

Business Rules & Logic (7 Yes /7 Known /10 Possible features)

Reporting & Analytics (8 Yes /8 Known /10 Possible features)

Maintenance and Support (8 Yes /8 Known /10 Possible features)

Scalability and Performance (6 Yes /6 Known /10 Possible features)