Modules

Everything from a quote to a paid claim.

Each module below is a real, working part of the platform — not a roadmap item. Together they cover the full administration lifecycle of a short-term insurance book.

MOD — 01

Quoting & rating

Dynamic, multi-factor rating against configurable rate tables — quote a risk in seconds, priced consistently every time, with SASRIA and VAT handled automatically.

rate versionsmulti-factorinstant premium
QUOTE → RATED
MOD — 02

Policy administration

Convert an accepted quote to a policy, endorse sum insured or cover mid-term, cancel with a recorded reason — every change kept as real policy history.

issuanceendorsementscancellations
ISSUED → ACTIVE
MOD — 03

Claims management

Register, assess, approve or reject and pay a claim through a real workflow — gated by role, and checked automatically against premium payment status before approval.

assessmentapproval workflowdisbursement
REGISTERED → PAID
MOD — 04

Party & CRM

One record per policyholder — individual or organisation — with addresses, contact details and banking information, reused across every quote and policy.

individualsorganisations
ONE RECORD
MOD — 05

Product & rating configuration

Build products from cover sections, excesses and rating factors yourself — new cover options don't need a development request.

self-service configversioned rates
DRAFT → ACTIVE
MOD — 06

Finance & billing

Premium payments post to a real general ledger. Platform subscription invoices generate on schedule, with payment tracking built in.

GL postingautomated invoicing
DEBIT / CREDIT
MOD — 07

Document generation

Branded quote and policy schedule PDFs, delivered by email, carrying your logo, banking details and policy wording — not a generic template.

branded PDFsautomated delivery
GENERATED
MOD — 08

Team & tenant management

Manage your own staff, their roles and access, and your company settings and branding — without waiting on Trionis to make the change for you.

role-based accessself-service settings
TENANT-OWNED

Beyond motor and home

Life & funeral cover, with the rules that actually apply.

Funeral policies aren't priced or claimed the same way as a car or a house. Trionis supports genuinely person-based cover — multiple covered lives per policy, individual waiting periods, and claim rules that check the right thing before a payout goes ahead.