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- Pet Insurance Platform
- Who it's for
- Pet insurance carriers
Pet insurance carriers
A carrier team can keep policy issue decisions and claim outcomes connected to the same owner and coverage history. The policy remains the reference point for coverage, submissions, decisions and payments. Agree who owns each external result before the first live case.
How Pet Insurance Platform is set up for you
Policy identity
Use the carrier, policyholder and assigned team member to identify the correct policy before any claim is recorded. A similar pet or owner name should not decide the link.
Coverage timing
Keep coverage revision and effective dates available when a loss is assessed. An endorsement can change later scope without rewriting the earlier decision basis.
Independent review
The Authorized Underwriter decides a reviewed revision with a reason. The Insurance Coordinator prepares and follows the record without replacing the decision owner.
Money evidence
Premium and claim payment receipts carry their own provider event and verification value. A decision amount is a different record from a received or paid amount.
A carrier team can keep policy issue decisions and claim outcomes connected to the same owner and coverage history. The policy remains the reference point for coverage, submissions, decisions and payments. Agree who owns each external result before the first live case.
Begin with one carrier organization, a policyholder group and assigned staff. Prepare one policy with coverage lines, an independent review decision and an issue receipt. Add a loss case only after the team can identify the coverage revision effective on its loss date. The carrier decides where the authoritative policy ID and insurer benefit decision originate.
Use a rehearsal with a corrected document and a delayed provider event. The team should be able to find the original policy, the review decision, the relevant receipt and the staff member responsible for the next action. Make the same case readable to an Auditor without granting editing access. The [implementation plan](/pet-insurance-platform/implementation) sets out the handoff, while [policy setup](/pet-insurance-platform/processes/policy-setup) shows the first operating path.
Features to start with
Policyholders and carriers
Keep the pet owner, carrier and staff identity clear before policy work begins.
Coverage and endorsements
Keep policy scope and later changes traceable by revision and effective date.
Policy preparation
Prepare a policy with its owner, dates, premium and revision before review.
Roles on the team
- Insurance Coordinator
- Prepare assigned operational records and execute eligible reviewed actions.
- Authorized Underwriter
- Review eligible revisions independently and reconcile operational evidence.
- App Administrator
- Maintain organization configuration and membership.
- Auditor
- Read authorized evidence and reports.
Set up Pet Insurance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.