Orchestrating Modern Life Insurance Operations

Unify policy servicing, payments, underwriting, claims and customer engagement in one intelligent operating platform.

app.simfuni.com / policy management
Operations
Dashboard
Policy management
Clients
Task queue
Claims
Accounting
Reporting
Policy management
1,284 policies in force · 6 products
In force Arrears
Policy
Client
Product
Premium
Status
POL-48210
Amelia Nguyen
Income protection
$48.20 · Fortnightly
In force
POL-48197
Rangi Peterson
Life cover
$126.40 · Monthly
Arrears
POL-48155
Joanne Whitcombe
Income Protection
$83.15 · Monthly
On claim
POL-48122
Tomas Iosefa
Life Cover
$61.90 · Fortnightly
Underwriting
POL-48090
Hana Petrović
Income protection
$52.75 · Weekly
In force
JW
Joanne Whitcombe
Customer 360 · 3 policies
Claim CLM-2214In review
Last contact04 Sep 2026
Servicing ownerA. Reid
Payment run · today
72%
1,142 of 1,584 collected$184,220
Policy Servicing
Billing & Payments
Underwriting
Claims
Customer
Data & AI

One platform. One customer view.
Every operational journey.

The product

Every function, one system of work.

Servicing, payments, claims, underwriting, self-service and automation run on the same policy, customer and ledger data.

app.simfuni.com / policy management
Policy management
1,284 policies in force · 6 products
In force
1,284
Arrears
37
On claim
12
Policy
Client
Product
Premium
Status
POL-48210
Amelia Nguyen
Income protection
$48.20 · Fortnightly
In force
POL-48197
Rangi Peterson
Life cover
$126.40 · Monthly
Arrears
POL-48155
Joanne Whitcombe
Life Cover
$83.15 · Monthly
On claim
POL-48122
Tomas Iosefa
Income protection
$61.90 · Fortnightly
Underwriting
POL-48090
Hana Petrović
Income protection
$52.75 · Weekly
In force
POL-48044
Grace Tuilagi
Life cover
$97.00 · Monthly
Lapsed
Solutions

However you need to modernise, start there.

01 / 05

Closed-book migration

Closed-book migration

Modernise legacy portfolios through automation and better customer experience

Simfuni simplifies the migration and servicing of close books, reducing cost, risk, and effort while improving compliance and customer outcomes.

Streamlined data migration and consolidation

Configurable workflows that automate manual processes

Built-in support for evolving regulatory and governance standards

Real-time visibility across customers and policies

Learn more
Open-book growth enablement

Open-book growth enablement

Accelerate innovation with a modern, future-ready core platform

Simfuni supports full migration and ongoing growth for active portfolios - orchestrating functionality across policy servicing, underwriting, and claims within a modern, API-based architecture.

Flexible and fast product configuration

End-to-end policy servicing, underwriting, claims, and self-service

Scalable architecture free from legacy constraints

Designed for rapid change and continuous improvement

Learn more
Distribution channel enablement

Distribution channel enablement

Reach customers through digital and embedded channels.

Simfuni connects insurers to customers and partners with speed and transparency - enabling flexible distribution and lower cost of acquisition. Reach the customers where they are on the platforms they love.

Consistent multi-channel engagement

Integration with adviser and partner platforms

APIs for digital and embedded distribution

Unified customer and policy view across all touch points

Learn more
Business-in-a-box

Business-in-a-box

A business-in-a-box for modern insurers.

Simfuni gives smaller or digitally-native insurers everything needed to operate efficiently - combining policy servicing, customer engagement, payments, and automation in one intelligent platform.

End-to-end customer and policy management

Operator interfaces built for clarity

Configurable workflows that reduce manual effort

Built-in payments and compliance oversight

Learn more
Payment experience transformation

Payment experience transformation

Transform payments to strengthen retention and customer experience.

Simfuni modernises how insurers collect, reconcile, and manage premiums - available standalone or as part of the full platform.

Flexible customer payment options

Streamlined reconciliation and tracking

Arrears management tools to support customers and drive retention

Insights that improve persistency and forecasting

Learn more
Task queue · Servicing
18 open
Beneficiary change · POL-48210
Requested by client · Due 08 Sep 2026
In review
Arrears follow-up · POL-48197
2 failed payments · Automation drafted letter
Overdue
Claim assessment · CLM-2214
Medical evidence received · Assessor A. Reid
Pending
Underwriting decision · POL-48122
Loading applied 25% · Ready to issue
Approved
Built for operators

Built for the people who run life insurance.

Give servicing, finance, claims and underwriting teams one clear place to work — with the data, context and automation they need already there.

One journey, orchestrated
Customer request
Beneficiary change submitted in the portal
Simfuni workflow
Policy, identity and mandate checks run automatically
Decision
Auto-approved against product rules
Communication
Confirmation and updated schedule issued
Completed
Audit trail written to the policy record
Data & AI

From manual operations to intelligent operations.

Built for life insurance. Proven in financial services.

68%
Less manual servicing effort per policy
12 weeks
From migration kick-off to live book
99.9%
Platform availability, independently monitored
Metric values are placeholders pending approved customer results.
Security & compliance
ISO 27001 SOC 2 PCI DSS
Technology partners
AWS Microsoft Stripe Windcave Cybersource
Talk to our team and explore what’s possible.