Carrier Operations, All in One Platform.
Jetfile provides carriers with a single system to run underwriting, policy administration, financials, and claims. Submissions, policies, accounting, and claims are all managed within one platform, keeping workflows connected and data consistent—so your team can operate efficiently without relying on fragmented systems or manual processes.
Production Module
End-to-End Policy Lifecycle Execution
Jetfile’s Production module supports the full policy lifecycle—from submission intake through rating, quoting, binding, and issuance—all within a single workflow tied to one policy record. Endorsements, cancellations, reinstatements, and renewals are processed within the same system, with documents, invoices, and required forms generated automatically at each stage.
Submission Intake & Underwriting Workflow
Capture and manage submissions within a structured workflow that supports vetting, referral, and approval processes. Rate risks using integrated, ISO-based, or custom approaches, and generate quotes directly within Jetfile using configurable rating logic.
Policy Issuance & Form Generation
Bind coverage and issue policies with automatically generated documents, invoices, and required forms. Ensure all policy artifacts are produced consistently and remain tied to the policy record.
Endorsements & Lifecycle Management
Process endorsements, cancellations, reinstatements, and renewals within a continuous policy record. Maintain a complete history of all policy activity to support consistent and efficient policy servicing.
Premium Accounting & Transactions
Record and process premium-related transactions directly within the policy workflow, including receipts from agents, payments to agents, commissions, and direct billing to insureds. All transactions remain tied to the policy record, ensuring accuracy between underwriting and financial data.
Financial Module
Financial Operations & Accounting
Jetfile’s Financials module manages your general ledger, banking, and financial reporting. Review balances, reconcile accounts, process payments, and close accounting periods with all financial data tied directly to system activity.
General Ledger & Journal Management
Record and review financial activity within a unified ledger. Handle journal entries, track balances, and preserve a complete financial history tied directly to system data.
Banking & Reconciliation
Manage operating and trust accounts with built-in reconciliation workflows. Track deposits, payments, and balances while ensuring a clear view of cash position, with fund segregation aligned to fiduciary requirements.
Payments & Disbursements
Process payments to vendors and other disbursements within the system. Record and track outgoing payments with full visibility into financial operations.
Accounting Periods & Close Management
Control accounting periods, review financial transactions, and close books with confidence. Keep accurate financial records and support a streamlined month-end and year-end close process.
Claims Module
Claims Management & Processing
Manage claims from first notice of loss through resolution within a single workflow, handling intake, payments, and reporting with consistency and ease.
Intake & Recording
Capture first notice of loss details, record claimant information, and attach supporting documentation as part of the claim setup process. Evaluate the reported loss against policy coverage while establishing a complete and structured claim record.
Claim Financials & Payments
Track reserves, payments, recoveries, and subrogation as part of your claims workflow. Record all claim-related financial activity directly to financials, ensuring accuracy across claims and accounting.
Dashboards & Reporting
Review loss activity, loss trends, and claim status from a unified view. Generate loss runs and reporting outputs directly from system data to support internal analysis and decision-making.
Admin Module
System Configuration & Administrative Control
Jetfile’s Admin module provides the tools to configure system behavior, user access, workflows, and data structures to match how your organization operates. Control rules, permissions, and configuration settings in one place to support consistent processes and maintain control across your operations.
Users & Roles
Define role-based access across underwriting, finance, compliance, and oversight functions while enforcing separation of duties.
Workflows, Rules & Data Configuration
Configure workflows, approval logic, and business rules directly in the platform. Define data collection, forms, and document generation standards to ensure information is captured and processed consistently.
Portal & Access Management
Manage portal configuration, user experience, and external access points. Control how users interact with the system and access information.
Audit & Activity Tracking
Track system activity through detailed logs tied to user actions. Preserve a complete record of changes and actions for accountability and review.
Built-In Capabilities
No Bolt-Ons Required
Jetfile includes built-in capabilities that support underwriting, financial operations, claims management, and reporting—without requiring additional systems. Data is entered once and carried across the policy lifecycle, helping ensure accuracy, organization, and consistency across day-to-day operations.
Accounting Backbone
Carrier Accounting Infrastructure
Every policy, claim, settlement, and payment is connected directly to the General Ledger. Maintain accurate financial records tied to system activity, with full traceability from transaction through reconciliation.
Generate and record invoices, payments, and journal entries tied directly to policy and claims data
Track financial activity across the ledger, including disbursements and check processing
Document Control
Insurance Document Management
Store and organize documents alongside policies, claims, and financial records. Maintain version history and access tracking, with a consistent structure that makes documents easy to locate.
Organize documents within a structured framework tied to policies, claims, and financial records
Maintain version history and access tracking, with tools to view, update, and work with documents directly within the platform
Reporting Intelligence
Carrier Reporting and Validation
Generate reporting outputs directly from live system data, eliminating reliance on external spreadsheets and manual reconciliation. Reporting reflects actual system activity across underwriting, claims, and financials.
Generate internal reports directly from system data
Run reports on demand with built-in tools, making it easy to check performance and results at any time
Integrations
Preconfigured Carrier Infrastructure Extensions
Preconfigured integrations support payments, underwriting data, inspections, and regulatory services, built directly into your workflows so you can extend functionality without adding complexity.
Access external services without leaving the platform or disrupting your workflows
Keep data connected across integrated services and core operations
