Insurance brokerage2026Quotations, underwriting, claims, renewals and commissions for an insurance broker, in one web portal instead of inboxes and spreadsheets.
Broking work was spread across email and spreadsheets. Quote requests went out to insurers one message at a time and came back in different formats, claim progress lived in people's heads, and renewals were caught when someone remembered them.
We built InsureSAAS as one portal with a module per job. Insurers get a secure link to submit their quote, responses land side by side, and the customer receives a single comparison to choose from. Underwriting holds every client and policy, with CSV and Excel import and export. Claims move through a 23-step tracker from intimation to payout, renewals surface by days remaining, and access is controlled per role and per approved device.
Eighteen insurance lines, from motor to group medical, run through the same portal. Quote comparisons are generated from the insurers' own responses rather than assembled by hand, and every claim shows where it stands from filing to settlement.