Group Policy Management Module

Corporate health, GPA, GTLI, and employee benefit policies — managed end-to-end. Member master, HR self-service portal, real-time endorsements, claim handling at scale, AI utilisation prediction. Built for brokers serving 10-employee SMEs to 10,000-employee enterprises.

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7
Group Products
HR
Self-Service Portal
Real-Time
Endorsements
AI
Utilisation Prediction

Group business is operationally heavy. That's why most brokers undercharge for it.

A retail policy is one customer, one transaction, one renewal a year. A group health policy for 500 employees is 500 dependents, monthly endorsements, weekly claims, quarterly utilisation reports, HR queries every other day, and a renewal negotiation that determines whether you keep the account. Most brokers manage this in Excel and lose money on it.

InsureFlow's Group Policy Management module turns group business from an operational drag into a scalable revenue stream. HR teams self-serve. Endorsements process automatically. AI predicts utilisation for sharper renewal negotiations.

Member & Dependent Master

Single source of truth for every employee and dependent across every group policy. No more reconciling employee lists between HR's spreadsheet, the insurer's records, and your back-office files.

  • Employee details with dependents (spouse, children, parents)
  • Designation, location, joining date, sum insured tier
  • Group-level demographic analytics (age band, family size)
  • Bulk import via Excel with field mapping and validation
  • e-cards downloadable instantly by employee or HR
  • Complete audit trail of all member changes
👥 MEHTA INDUSTRIES · 247 MEMBERS
Total Employees112
Spouses89
Children34
Parents12
Avg family size: 2.2 · Avg age: 34 · Avg sum insured: ₹5,00,000

HR Self-Service Portal

Every group client gets a branded portal where their HR team manages day-to-day operations independently. Your team handles only the work that genuinely needs human judgement.

  • Add employees mid-term — auto endorsement, pro-rata premium calculated
  • Remove employees on resignation — auto endorsement with refund computation
  • Update dependent details, sum insured tiers, location
  • File claims on behalf of employees with document upload
  • Download e-cards, utilisation reports, certificates
  • Raise queries via integrated ticketing — your team responds inline
Business Impact: 60–70% reduction in HR query volume hitting your team. Operations cost per group account drops sharply.
🏢 MEHTA INDUSTRIES · HR PORTAL
Add new employee
Auto endorsement raised
Remove employee
Refund calculation included
File claim for employee
Upload docs, track status
Utilisation report
Live data · downloadable
Real-Time Endorsements

No more batch processing endorsements at month-end. Every addition, deletion, and modification flows through automatically — to your records, to the insurer, and to the employee.

📐
Auto Pro-Rata Calculation
Premium adjustments calculated to the day. No manual Excel work. Transparent computation logs.
📤
Insurer API Integration
Endorsement raised directly with insurer via API where available. Tracked end-to-end.
📄
Endorsement Documents
Endorsement schedule auto-generated. Shared with HR via portal and email.

AI Utilisation Prediction

Group health renewal negotiations are won and lost on data. The broker who walks into the meeting with a credible utilisation forecast wins the account. The AI builds this forecast for you, automatically.

  • Predicts likely claim count and amount for next policy year
  • Demographic risk modelling — age bands, family composition, geography
  • Industry benchmark comparison — how this group compares to peers
  • Sum insured adequacy advice — is the existing cover enough?
  • Seasonal claim pattern analysis
  • Pre-built reports for renewal presentations
Business Impact: Group renewals close 25–40% faster with data-backed presentations. Cross-sell of higher sum insured and top-up policies increases sharply.
🔮 MEHTA INDUSTRIES · 2026 UTILISATION FORECAST
Predicted Claim Count
38 – 44 claims
vs 2025: 32 claims · trend up due to aging workforce
Predicted Claim Amount
₹18.4 – 22.1L
85% confidence interval
Recommendation: Sum insured per family currently ₹5L. Suggest negotiating top-up cover of ₹5L. Likely accepted given 7-claim history above ₹4L.
Group policy questions
Which group products are supported?
Group Health Insurance (GHI), Group Personal Accident (GPA), Group Term Life Insurance (GTLI), Employee Deposit Linked Insurance (EDLI), Workmen Compensation, Group Travel, Directors and Officers Liability.
How does the HR self-service portal work?
HR teams from your corporate clients log in to a dedicated portal where they can add or remove employees from the policy, raise endorsements, file claims on behalf of employees, view utilisation reports, and download e-cards — without calling your office.
How are mid-term endorsements handled?
Additions and deletions are processed in real time. The system auto-calculates pro-rata premium, generates the endorsement document, raises the endorsement with the insurer via API, and updates the master policy. No manual recalculation needed.
What is AI usage prediction?
For each corporate group, the AI predicts likely claim utilisation in the coming policy year based on demographic data, historical claims, industry benchmarks, and seasonal patterns. This helps you advise clients on sum insured adequacy and renewal pricing.