Enter customer information and coverage requirements. SANDIS uses your Excel models to calculate accurate premiums instantly, presenting quotes in your branded format.
When the customer accepts, bind the coverage with a single click. The system validates all requirements, checks capacity, and confirms the binding automatically.
Generate policy documents automatically from pre-approved templates. E-signature integration enables instant execution, and policies are stored securely in a centralized repository.
Handle endorsements, renewals, and cancellations seamlessly. Automated workflows notify stakeholders, track changes, and maintain complete audit trails for compliance.
Yes. SANDIS integrates directly with your existing Excel models (.xls and .xlsx formats). You don't need to rebuild your rating logic—we read your formulas and data structures directly to generate accurate quotes.
Quotes are generated in seconds. Once you enter the customer information and coverage requirements, SANDIS calculates the premium instantly using your Excel models and presents a branded quote document.
Simply update your Excel model and upload the new version. Product modifications typically take just 2-4 weeks to deploy, allowing you to respond quickly to market changes or competitive pressures.
Absolutely. SANDIS uses your pre-approved policy templates and allows full customization of document layouts, branding, and clauses. All documents are generated automatically from your templates.
Yes. SANDIS maintains complete audit trails for all policy transactions, including quotes, bindings, endorsements, and renewals. All changes are tracked with timestamps and user information for full compliance.