Policy Manager is a purpose-built underwriting platform for insurers and MGAs that removes resource-intensive processes and costly workarounds associated with legacy systems and provides access to live trading insights.

Built from the ground up following extensive industry collaboration, Policy Manager includes a range of fully automated features, such as:

• Pre-connected EDI and XML integrations - connectivity with major UK broker software houses enables market-wide distribution and automated inbound/outbound policy updates.
• Agency management, policy verification, account reconciliation and financial reporting, with reconciliation tolerance thresholds ensuring high levels of automation.
• Pre-connected industry database integrations, such as the Motor Insurance Database (MID), enabling efficient, verified data uploads, promptly recording policyholder insurance details within key industry datasets.

Policy Manager is delivered using AWS services as software as a service (SaaS) to ensure resilience and scalability when storing and processing big data. To build the solution, CDL leveraged the benefits of a range of AWS products, including AWS Lambda, with DynamoDB for configuration storage, Amazon RDS for message storage and Amazon Athena for data queries and report generation. AWS SQS supports messaging and third-party submission queuing, with Amazon S3 used for storage and Amazon SNS as a notification service to replicate S3 objects to user S3 accounts.

"Our MGA business has grown rapidly since we first launched Pukka and it became clear to us that we would need a new platform to meet our growth ambitions, which include adding product lines, schemes and distribution.

"We had significantly outgrown our previous back-office solution, which was necessitating too many workarounds and resource-intensive processes outside the system. As a longstanding CDL partner, we learned that CDL were developing a cloud-based MGA solution and we were really excited to have the opportunity to collaborate with them through this process and influence its design.

"The end result reflects this agile development process, based on storyboarding user needs, and it also benefits from CDL’s considerable cloud capabilities; the platform is hosted on Amazon Web Services [AWS], making it incredibly fast, resilient, secure and scalable - all of which are crucial in enabling us to expand with confidence in our infrastructure."

Sam White, founder of the Freedom Group

• Pukka Services Eradicating costly manual workarounds and resource-intensive processes for rapid scaling for growth.

• Overview
• Strata
• Hummingbird
• Proteus
• Kingfisher
• Vehicle Information Services
• Policy Manager