TopSail

What is TopSail?

TopSail is a comprehensive insurance policy software that provides a fully web-based policy administration system for carriers and Managing General Agents (MGAs) writing personal and commercial lines, including both standard and specialty policies. It comprises fully integrated modules for rate, quote, and issue, claims management, and billing, facilitating the entire policy lifecycle from a single platform

Highlights

• Web-based Policy Administration: Supports the full policy lifecycle, including rate, quote, issue, billing, and endorsement processing, all within a unified, cloud-based interface
• Centralized Policy and Account Management: Allows businesses to record and manage details of different agencies, including contact information, addresses, coordinators, and agency IDs, as well as view policy-related information such as effective and expiration dates, insured names, status, policy numbers, and agent codes
• Form and Document Management: Enables administrators to upload and organize policy-related files, configure role-based access permissions, and view form numbers and titles of mandatory and optional forms on a unified interface
• Reporting and Analytics: Operators can generate hit ratio reports and gain insights into issued policy counts and premium amounts across different branches to evaluate the profitability of programs.