Company Information

Get to know Policyholder Technologies, Inc.

Policyholder Technologies, Inc. provides a comprehensive, cloud-based software-as-a-service (SaaS) platform tailored for the insurance sector. Their core product, the "Policyholder OS," is an all-in-one solution that enables insurance brokers, Managing General Agents (MGAs), and carriers to digitize and automate their entire workflow. This includes managing policies, handling claims, processing payments, generating quotes, and communicating with clients, aiming to replace outdated legacy systems with a modern, efficient, and integrated platform.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Policyholder Technologies, Inc.

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.