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Insurance · CRM engineering

Policy sales, renewals & claims - in one platform.

Built inhouse for brokers, agents and insurers. Quote-to-bind, auto-renewal pipelines, claims with SLA timers, IRDAI-ready audit logs. Engineered end-to-end - not a customised SaaS template.

  • Quote-to-bind workflow + e-sign
  • Auto-renewal reminders at 60/30/7 days
  • Claims with SLA timers + IRDAI audit logs
  • You own the code - repo + infra, day one
Policy pipeline · This month
1,840
Open quotes
312
Issued
218
Renewals
42
Claims
VK
Vikram K. · Term · ₹50L SAQuote · expires 31 May
Hot
SM
Sara M. · Motor renewalReminder sent
Renewal
RP
Ravi P. · Health claimDocuments received
Claim
Purpose-built for insurance

The three things that actually break for insurance teams.

Quote & bind

Multi-product quotes, document upload, e-sign, payment - in one flow. No re-keying.

Renewal automation

WhatsApp / SMS / email reminders at 60, 30, 7 days. Recover lapsed renewals automatically.

Claims tracking

FNOL, document checklist, SLA timer per stage, customer-facing status. No more “email follow-up.”

Six workflows we build

Insurance ops, end to end.

Lead aggregation

Web forms, ad portals, marketplaces, agents - into one quote queue with attribution.

Quote comparison

Multi-insurer rate engine, premium calculator, customer-facing comparison page.

Underwriting workflow

Risk flags, document review, approval chain, BI report integration.

Renewal engine

Multi-channel reminders, one-click renewal, retention campaigns.

Claims FNOL

Self-service intimation, document collection, surveyor allocation, status tracking.

Compliance & audit

Activity log per policy, consent capture, regulatory reports, data retention rules.

Customer self-service

A branded portal where customers actually use their policies.

Cut service tickets 30–40%. Customers view policies, raise claims, download documents, renew online - without picking up the phone.

  • Policy view + soft copies
  • One-click renewal & UPI payment
  • Self-service claim intimation
  • Family policies in one account · WhatsApp updates
My policies · Customer
🏥
Health · Family FloaterRenews 18 Jun · ₹24,500
Due
🚗
Motor · WB12-AB-1234Active till 12 Mar 2027
Active
📋
Claim · #CL4521Surveyor scheduled Wed
Open
FAQ

Things insurance teams ask before signing.

How long does a build take?
10–14 weeks for v1 covering policies, renewals, claims. Add agent portal, customer portal and BI in 4–6 more weeks. Fixed-bid scope - no mid-project bleed.
Is it IRDAI compliant?
Yes - consent capture, audit logs, data retention, customer-rights workflows. We've shipped for IRDAI-regulated brokers.
Does it integrate with our insurers / rating engines?
Yes - API-based integration with insurer back-ends and rating engines (PolicyBazaar API, Acko, internal underwriting systems).
Multi-LOB and agent mobile app?
Yes - health, motor, life, travel, fire, marine on one shared customer record. Flutter mobile app for agents: quotes, applications, claims, commissions, offline-capable.
Send us your brief

Tell us what you're running on today. We'll send a real plan.

Brokers, MGAs and insurers in India, Romania and UK have moved off lock-in SaaS to inhouse builds. Send your current setup - we'll come back with a clear plan and an honest quote within one business day.