01
Members and dependants
Keep member profiles, dependants, beneficiaries, related documents and linked policy details together. Role-based access helps staff work within the responsibilities assigned to their account.
Polisystem platform
Policy operations, organised around the work your team actually does.
Connect member administration, policy servicing, collections, claims and sales follow-up in one workspace, with access shaped by roles and plan configuration.
Provider connections, payment results and data migration options depend on your organisation’s configuration.
One operation, connected steps
Workflows that stay linked from first enquiry to ongoing service
Polisystem is designed to make the relationship between people, policies and operational activity easier to follow. Available modules and permissions vary by account configuration.
02
Products and policy servicing
Set up policy products and follow policy records through administration tasks such as member changes, payment review and ongoing servicing. Product configuration and available limits depend on the current plan.
03
Collection guidance
Payments and collections
Review recorded payment activity and build collection drafts from eligible mandates. A collection run is a draft until an authorised user submits it through a configured provider; passing a scheduled debit date does not prove a debit succeeded or failed.
04
Claim review guidance
Claims and case progress
Register and review claims, track status through the decision process and maintain internal review details separately from member-facing updates. Claim approval is limited to authorised roles and eligible claim stages.
05
Leads and sales follow-up
Give new enquiries an owner, stage, priority, next-step date and activity history. Work from team views to find overdue and unassigned follow-ups, while keeping prospects separate from submitted applications and active policies.
06
Agents, branches and permissions
Organise staff access around the work they perform. Tenant and role boundaries govern who can manage members, policies, leads, commissions, claims and branch operations.
07
Commissions and renewals
Use configured commission schedules and renewal workflows to organise recurring operational work. Review policy eligibility and recorded payment status before approving a commission or renewal action.
08
Imports and existing records
Review supported source files and migration requirements before uploading production records. File format, validation steps and import options depend on your starting data and account setup.
09
Reports and operational oversight
Review operational information across the modules enabled for your account, including member, policy, payment and claim administration. Available reports and exports depend on role permissions and setup.
10
Getting started and configuration
Register your organisation, choose from the plans currently available, set up products and roles, and confirm any provider connections before using live payment or messaging workflows.
11
Built for different team sizes
Use the platform for owner-managed offices or multi-role teams that need to coordinate service, administration, claims and collections. Available plan limits and capabilities are shown on the current pricing page.
A deliberate setup
Read the getting-started guide
Start with the records and responsibilities you can verify.
Before adding live data, confirm your product setup, staff roles, migration source and payment or messaging provider arrangements.