... ...

Insurance Content

The value of SaaS is the ability to leverage pre-built content, rules, and workflows that are industry-specific and bureau-provided. The advantage of this model lets MGAs and Insurers use what pre-exists mostly “as-is” and simply focus on your company’s differentiators. This approach heightens your speed-to-market while keeping costs low.


Policy, billing, and claims content is pre-configured and ready to use so that you can focus on getting to market quickly.

Policy & Billing

Preconfigured for ease. Tailor to your needs.

  • Broker Submission

  • Quote

  • Rating

  • Proposal

  • Bind/Issue

  • Post New Business

  • Renewals

  • Document Management

  • Task Management

  • Payment Plans

  • Invoices

  • Commissions


  • FNOL/New File Creation

  • Policy Integration with Claims File

  • Disbursements, Reserving, Claims Financing

  • Task Management

  • Document Management

  • Recovery, Salvage, Subrogation, Reinsurance

  • Litigation File Tracking

  • Special Investigation

  • Medical Case Management

  • Return to Work