Onboarding, servicing and reconciliation for insurers.
Insurers carry the same problems as the rest of financial services: proving who a customer is, servicing them over decades, and reconciling money that moves through several parties. We build for those.
What we build for insurance companies
What insurers take from us, and where each part fits.
Onboarding & eKYC
Digital proposal and identity verification, with document capture and risk scoring, so a policy is issued without a paper file.
Explore→CRM
One customer record across policies, claims history and adviser contact, for servicing relationships that run for decades.
Explore→Investment-Linked Portfolios
Fund selection, unit allocation and consolidated statements for unit-linked and investment products.
Explore→Back Office Solutions
Premium and commission reconciliation, settlement with distribution partners, and the reporting behind both.
Explore→Managed Services
Hosting, monitoring and support, run alongside your existing platform rather than replacing your team.
Explore→Where insurers usually start
The parts that most often need attention first.
Issuing without paper
Replacing proposal forms and manual verification with digital onboarding and eKYC.
Servicing over decades
Bringing policy, claims and contact history into one record so any agent can pick up the conversation.
Settling with distributors
Automating premium and commission reconciliation across agents, brokers and bancassurance partners.
What insurers ask about
Three things that come up in almost every conversation.
Compliance
- Identity and document evidence retained
- Audit trail across issue and servicing
- Reporting shaped to your regulator
Distribution
- Agent, broker and bancassurance channels
- Commission calculation and settlement
- Performance visible by channel
Working with what exists
- Integrates with policy administration
- No requirement to replace core systems
- Phased delivery rather than one cutover
Tell us which part of the policy lifecycle is slow.
Issue, servicing or settlement, we will talk through what digitising it looks like.
Talk to our team