UPM+ is a market leading digital insurance platform that manages all your operational processes in a single system.

Designed specifically for Underwriting Agencies in Australia and New Zealand, it is supported by a local team of industry experts. Configured to your requirements or used out of the box, UPM+ supports your business with automation, powerful reporting, robust security and omni-channel engagement.

UPM+

Automation, innovation, flexibility, security

Key Benefits

AI powered automation

Empower your staff by automating tedious manual tasks. UPM+ offers automation for business rules, standard work procedures, document management, ingestion, processing and allocation of broker remittance, automated broker closing ingestion
Pre-configured product templates

After 2 decades in the market, it’s likely we’ve built it already. Use pre-configured products or harness the complexity available to fine tune your product to optimise competitiveness.
Pre-configured templates for 30+ products.
Ready to use integration

UPM+ is API ready with existing integrations with Lloyds approved sanctions checker, native integration with Microsoft including CRM, Power Apps and more.
We’ve also integrated with Finity products including FinAddress, FinPerils and FinPoint
Fast Build

Build it fast with no code product configuration
UPM+ uses a date driven approach to all product configuration including product rules, commission structures, fees, policy wordings and more.
Insightful business data

See how your business is performing across all relevant KPIs with 360 visibility within UPM+ and Power BI integrations.
Security built in

Robust data security measures ensure your data is always protected.
Digital product distribution

Leverage online services to give Brokers speedy and secure access to services such as quote generation, policy information and claim management.

Modular design

Use only what you need, add more when you’re ready

Pairs traditional quote and bind with online broker portal, automatic document generation, in-built rating, in-built authority rules, rule engines.
Instant view of performance metrics using intuitive dashboards in Microsoft Power BI. Lloyds reporting built in.
Fully-fledged double-sided accounting system including debtors, creditors and trial balance reporting. Automated / manual cash allocation, automated debtors’ statement follow-ups, bank reconciliations and more.
No code product configuration. Date driven approach to all product configuration including product rules, commission structures, fees, policy wordings and more.
Supports complete lifecycle for single section / multi-section products. Caters for all aspects of policy lifecycle. Supports rule based automated renewals and more.
From dealing with First Notification of Loss right through to automated payment of claims, reserve management, claim incurred tracking, remittance advice generation and more.
Enables the paperless office storing any incoming or outgoing communication effectively against each transaction
No agency is too large or small for UPM+
Choose the model of UPM+ that meets your needs now and in the future