Get Started with Reltio for Insurance

Learn how to manage your insurance data with Reltio for Insurance.

Reltio for Insurance brings your data together to help you get the maximum value out of it.

You can log in to Reltio for Insurance by using the credentials provided to you. The Reltio for Insurance page appears with predefined insurance data models and configurations.

Use the Reltio platform configuration capabilities to manage and configure your solution:

Data Model and Configurations:
Provides a predefined data model for Customers, Households, Policy, Insured Assets, and Claims. The model is extensible for enterprise specific needs. For more information, see topics Data Modeler.
Preconfigured User Interface:
Provides a contextual user experience for managing the data that intuitively guides the user through remediation, search, and segmentation tasks. Users gain access to the complete data profile of the entities that are displayed in easy to read facets.
Data Ingestion Mappings:
Provides adapters for loading structured, semi-structured, or unstructured data from client and external systems.
Data Governance and Stewardship:
Includes predefined data validation functions to identify any data quality issues, and workflows for fixing, reviewing, and approving them. The platform ensures full auditability of any changes done. It provides users with a dashboard and includes the ability to manage the customer and policy data individually or in bulk.
Search and Share:
Provides powerful search functions to assist in identifying customer profiles and their related policies and assets based on complex selection criteria. It allows you to search on customer data including organizations, consumers and their households, policies and the associated insured assets, along with claims information. The solution allows authorized users to provide annotated comments and various inputs along with the ability to manually identify data that requires remediation as part of the review and approval workflow.
Prebuilt Integrations:
Provides the ability to exceed integration needs in days with prebuilt connectivity, prepackaged automation workflows, flexible embedding options, and powerful APIs for operations.
Data Services Framework:
Provides an API framework for end-to-end integration, thereby avoiding the effort of manual data entry in multiple systems and eliminating any resulting inconsistencies. The APIs allow for seamless and timely provisioning of customer and policy information to downstream systems.