Manage: Administration
Oversee policies, effortlessly. At scale.
Fidamy gives you full visibility and control over every issued policy — from purchase to expiry. Whether you’re managing ten customers or ten thousand, our platform keeps it clear, compliant, and connected.
Lead generators
Embedded partners
|
|---|
All-in-one management
Easily oversee all policies in one platform.
Automation is the core
Automate policy creation, renewal, and cancellations.
Control in the moment
Track and update policies in real-time.
Unified policy management
Track and manage all issued policies in one place. You can view policy details, customer information, coverage terms, payment status, and more — with filters, tags, and audit trails built in. Export data or sync it with your internal systems via API.
Real-time updates & changes
Need to cancel, pause, or edit a policy? Do it directly in the interface or via API — changes are logged and updated instantly across systems. Our audit trail ensures compliance with regulatory and underwriting requirements.
Search, filter, and segment
Quickly find any policy using advanced filters: customer ID, product category, status, region, or issuance date. This lets your team stay fast and precise — whether servicing requests or performing audits.
Built for operational clarity
Every policy entry connects to the full lifecycle: from quote and coverage setup to customer interactions and claim events. You get complete traceability — and less back-and-forth between teams.
