Insurance Portfolio Management

Organize multiple policies for clarity and compliance.

Multiple policies can become confusing. We centralize all policies in a secure dashboard with renewal alerts, endorsements, and claim histories. Coverage is reviewed annually, sums insured aligned to current values. Gaps are fixed, overlaps trimmed, and add-ons rationalized. Gain a clear view of insurance health across family or business, reducing lapses, simplifying audits, and keeping coverage aligned with changing risk.

The dashboard displays sums insured, premiums, maturities, and claims. Early renewal alerts offer options to switch, upgrade, or consolidate. Endorsements, NCBs, and cumulative bonuses are tracked and stored. Renewals rebalance limits, update valuations, and adjust dependencies. Policies map to risk registers, ensuring coverage serves real needs. Dashboards simplify compliance checks for auditors and lenders. Result: fewer administrative tasks, fewer lapses, stronger insurance stance. Policy details, premium trends, and claim status are visible. Underinsurance, outdated sums, and overlaps are flagged with recommendations. Reports answer auditor, lender, and management questions efficiently. Renewal options are tabled early with clear comparisons. Organized portfolios enable faster decisions and improved performance. Less noise, more control.

Coverage Made Right
Guidance Made Simple

More Than Just Business

Great Clients GreatReviews

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We are availing the services of AIMS for our company’s insurance needs and have found their service to be reliable and professional. Their support and responsiveness make them a trusted partner for our insurance requirements.

I had a great experience with AIMS. The team was very easy to work with. They gave us all the information we needed to make the right choice for health insurance that suited our needs the most.

I had a great experience with the service at AIMS Thrissur branch. I have no words to express my appreciation for the staff at this branch. The entire team operates with professionalism.

A very prompt and really helpful broking team. Their Kochi office was very helpful and supportive in all my insurance needs…I strongly recommend their service for any type of insurance needs.

While dealing with AIMS Cochin office for the settlement of my claim, i really impressed with the service provided by the team in that office especially the staff Ms Renya who was attending my claim.