Configuration
Streamline Configuration Across Products, Workflows, and Operations
ISI Core’s Configuration module gives insurers and MGAs control over system behavior across every function. Business users can manage products, workflows, documents, and rating rules through intuitive tools and rule-driven logic without the need for coding. Respond quickly to regulatory changes, operational updates, and new opportunities to improve speed to market and maintain operational alignment.
Key Capabilities That Strengthen Daily Operations
Accelerate Product and Rate Deployment
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Define and manage policies using configurable package or monoline structures
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Create and version rates, rules, and eligibility criteria directly within ISI Core using a robust rules engine
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Use Excel bulk import, copy functions, and pre-configured templates to shorten setup time
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Apply version control to manage effective and renewal dates with full audit visibility
Configure Workflows and Documents Without Coding
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Modify business rules, screens, and templates without developer support
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Extend data models or add new fields through configuration tools
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Configure declaration pages, forms, letters, invoices, and policy wordings from a single workspace
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Attach and manage versioned or externally sourced documents at all policy levels
Manage Change with Control and Efficiency
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Perform bulk updates across regions, packages, items, and coverages in a single step
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Use version snapshots to preview, validate, and publish configuration changes
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Maintain consistent business logic across policy, billing, claims, accounting, and reinsurance
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Reduce errors and accelerate implementation through automated validation checks
Enable Seamless Integration and Data Exchange
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Use ISI Connect APIs and integrated ETL capabilities to import, export, and synchronize data with third-party systems
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Configure data mappings to meet regulatory and financial reporting requirements across all modules
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Maintain transparency and compliance with full traceability of configuration and data changes.
Business Outcomes You’ll Achieve
With ISI Core’s Configuration module, carriers and MGAs reduce dependency on IT, speed-up product delivery, and maintain precise control over business logic and documentation.
- Launch new products and rate changes faster to meet evolving market needs
- Improve governance and audit readiness through controlled version management
- Reduce operational costs and strengthen agility by empowering business users to manage configuration directly.
- Maintain consistent business rules and documentation across all modules and regions
FAQs
What is the Configuration module?
ISI’s Configuration module is a no-code and low-code environment that allows business and technical users to manage product definitions, workflows, rules, rating, and screen layouts without the need for custom IT development.
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Can non-technical users work with configuration tools?
Yes. Business analysts, underwriters, and product managers can configure rules, workflows, and product structures through guided screens and templates. More complex logic can be supported by technical resources when required.
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How do configuration updates flow into policy, billing, claims, accounting and reinsurance?
Configuration changes drive downstream business processes across all modules. Updates to rules, rating factors, workflows, fields, or validations take effect based on their configured effective dates and can impact quoting, issuance, endorsements, billing schedules, coverage validations, financial posting, and reinsurance calculations.
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How are business rules managed in ISI Core?
Business rules for rating, underwriting, validation, and workflow automation are defined and maintained within the Configuration module. Rules can be versioned, tested, and deployed without modifying source code.
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Can users manage field labels, drop-downs, or validations?
Yes. Users can create or update fields, set up dynamic validations, manage label translations, and control visibility logic through the UI.
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Are audit trails available for configuration changes?
Yes. All configuration activities are logged with timestamps, user details, and change descriptions to support quality assurance, compliance, and internal governance.
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How does ISI manage version control for configuration changes?
Every change is version controlled and can be staged, tested, and deployed through controlled release processes. Rollback options support safe deployment and help maintain system stability.
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Can business users test changes in a sandbox?
Yes. Sandbox environments allow users to validate new workflows, rating logic, product updates, or UI changes before promoting them to production.
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Other Supporting Modules
