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PolicyHandler

PolicyHandler

Overview

What is PolicyHandler?

Software solution for policy administration from JW Software headquartered in St. Louis, designed to support all phases of the policy lifecycle. PolicyHandler Enterprise's™ capabilities include data-driven rating tools, quoting, automated renewal processes, billing, and optional workflow tools. The software includes…

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Recent Reviews

TrustRadius Insights

PolicyHandler has proven to be a valuable tool for improving various business processes, saving time and increasing productivity. Users …
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Pricing

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What is PolicyHandler?

Software solution for policy administration from JW Software headquartered in St. Louis, designed to support all phases of the policy lifecycle. PolicyHandler Enterprise's™ capabilities include data-driven rating tools, quoting, automated renewal processes, billing, and optional workflow tools. The…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is AgencyBloc AMS+?

AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.

What is AgencyBloc AMS+?

AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.

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Product Details

What is PolicyHandler?

Software solution for policy administration from JW Software headquartered in St. Louis, designed to support all phases of the policy lifecycle. PolicyHandler Enterprise's™ capabilities include data-driven rating tools, quoting, automated renewal processes, billing, and optional workflow tools. The software includes policy tools, dashboards, and functionality that companies come to expect from their policy administration software.

PolicyHandler Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

PolicyHandler has proven to be a valuable tool for improving various business processes, saving time and increasing productivity. Users have reported that the client-specific page is particularly beneficial when dealing with numerous attachments, as it facilitates easy downloading and forwarding of files. This feature has led to increased efficiency, allowing users to manage email communications quickly and effectively.

In addition to time-saving features, PolicyHandler also aids in streamlining workflows related to claim and data management. By automating these processes, the software has enabled businesses to enhance their dashboards and reports, providing more accurate insights into their operations. This has led to better decision-making and overall improved performance. The drag and drop feature in document management is another significant benefit, which saves users time by allowing file transfers without requiring them to open each attachment.

Configurability: The software's high degree of configurability out of the box has been praised by many users, who appreciate the flexibility it provides. Several reviewers have noted that this feature allows them to customize screens and automate business rules, streamlining their processes and improving efficiency.

Excellent Support: Many users have reported exceptional support from JW Software's staff, with multiple reviewers noting their responsiveness and personal attention. This level of support has helped users resolve issues quickly and effectively.

User-Friendly Interface: FileHandler Enterprise's user-friendly interface has received praise from several reviewers across different roles within an organization. Claims managers, adjusters, support staff, and clients alike find the interface easy to navigate, making it a valuable tool for managing claims.

Difficult to Use: Users have consistently found the software difficult to use due to a steep learning curve and lack of training materials. Many reviewers have reported struggling with the user interface, which they describe as confusing and lacking in structure. Some users also feel that the software is too advanced for their needs, making it less user-friendly.

Reporting System Issues: A significant number of reviewers have encountered issues with the reporting system, which they describe as not intuitive and requiring programming experience to fully utilize. Additionally, some users report that the reporting system can be convoluted and lacks a finished UI.

File Attachment Limitations: Several reviewers have encountered issues with file attachments, including difficulty finding attachments and file size limitations. These limitations have caused frustration for some users who rely on attaching files within the software to complete their work.

Users of FileHandler have provided several recommendations based on their experience with the software. The most common recommendations include working closely with JW software to set up customized screens, attending the annual user conference to learn more about the program, and having a clear vision for the product before entering the design phase. These recommendations highlight the importance of collaboration with the support team, staying updated through user conferences, and having a clear understanding of desired outcomes.

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