Integrate the modules you need for efficient operations

Core Insurance Modules

We offer comprehensive, ready-to-deploy core insurance modules built for seamless integration with existing software systems or as stand‑alone software to serve and manage various business lines: health, life, unit-linked, car, travel, and other types of insurance.

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Key modules we offer

Here are the key insurance modules we offer. Specific modules can be provided on your request. Each module can be customized and modified according to your business workflows and requirements.

Policy quotation

Generate accurate quotes using a variety of features provided by our ready-made module. Create quotes automatically by defining the premium using customer data and risk variables, offer a comparison of different options, and tailor quotes to customer needs.

  • Calculate premiums based on customer details and risk factors
  • Use pre-defined or custom templates for quote creation
  • Integrate customer data from CRM for auto‑filling quote forms
  • Convert approved quotes into policies without the need to re‑enter data
Policy quotation
Policy generation

Policy generation

Create, issue, and manage insurance policies using our ready-made module for policy generation. Predefined templates and auto-filling customer data from CRM and quotation systems enable easy creation of policy documentation.

  • Create policies using pre-defined or custom templates
  • Auto-fill customer data from quotes or CRM
  • Create and edit policies in various document formats (Word, PDF, etc.)
  • Sign documents digitally and enable e-signature for customers
  • Set up auto-renewal reminders
  • Store policies and track historical data

Claim management

Our module can ensure online claim submission via a web portal, mobile application, chatbot, or other means required by your business processes and predefined workflows. Once the system takes the claim, it can be assigned to the responsible assessor or adjuster, verified, and investigated.

  • Capture claim details and validate required documents
  • Assign claims to the appropriate assessor or adjuster automatically
  • Support photo, video, and document uploading and downloading
  • Set up workflows for claim verification and approvals
  • Send customers real-time updates to track statuses
  • Get insights on claim-related data from analytics
  • Generate claim-related reports automatically
Claim management
Billing and invoicing

Billing and invoicing

Generate invoices for policies, renewals, and claim reimbursements automatically. Provide customers with payment options, invoice downloading capabilities, and history tracking.

  • Generate invoices for new policies, renewals, and reimbursements
  • Support various payment options
  • Monitor invoice statuses, pending payments, and payment history
  • Send reminders about due payments to customers
  • Synchronize invoices and payments with existing accounting systems
  • Generate financial reports

Reporting and dashboards

Get valuable insights with real-time reporting and interactive dashboards. Monitor key performance indicators, track claims, assess policy performance, and generate compliance reports for informed decision‑making.

  • Real-time and historical insights on policies, claims, and financial data
  • Customize and generate reports according to business needs and goals
  • Track KPIs like claim settlement time, customer retention, etc.
  • Analyze claim trends and processing efficiency
  • Monitor policy issuance, customer engagement, renewal rates, etc.
Billing and invoicing

Need more details on any of these modules or require other functionalities? 

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Benefits of stand‑alone modules

Explore our stand-alone core insurance modules

Our other software products

Let’s talk about your project needs

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