Financial services
An insurance business runs on policies moving from issuance through renewal to claims, tracked across products, agents and customers at once.
Why It Matters
Built around how policies actually move through your business. Issuance, renewal, claims and commission each have their own pace and their own team. A system built around a generic template rarely matches how your agents and claims staff actually work.
Your ERP or policy administration system, a piece of custom software for the workflow it does not cover, and AI that flags upcoming lapses and stalled claims are scoped and built as one connected system rather than as separate add-ons.
What It Covers
Each policy carries its own renewal date, and reminders are tied to that date so staff follow up before a lapse rather than after one.
Each claim moves through defined stages from filing to settlement, and claims sitting too long at a stage are flagged for your claims staff to review and act on.
Commission is calculated against actual issued policies and collected premium, and premium due dates are tracked so collection gaps do not go unnoticed.
What's Included
Every policy tracked from issuance through renewal, with lapses flagged well before they happen.
Claims tracked stage by stage, with stalled claims surfaced for staff to review and act on.
Regulatory reports and documentation built from the same records your team already maintains.
Renewal reminders, claim updates and follow-ups tied to each policy so history is never scattered.
How It Works
Step 1
We review how policies move from issuance through renewal to claims today.
Step 2
We agree the ERP, software and AI pieces and a fixed timeline for you to review.
Step 3
Integrations, custom modules or automation are built and tested against your policy data.
Step 4
The system goes live and is watched closely through the first renewal cycles.
Step 5
The same team stays available for support and changes as products or agents grow.
A lending NBFC ran collections on spreadsheets and let every branch close its own books, so the portfolio was never current. ERPNext put operations, collections and accounting on one system.
10 wk from kickoff to liveRead the case study (Lending NBFC)FAQ
We connect your ERP or policy administration system, build the piece of custom software a generic module does not cover, and add AI automation that tracks policy renewals, claims status and premium collection so your team spends less time chasing that data by hand.
No. What we build connects to your existing ERP or policy administration system rather than replacing it, so policy records, claims and commission data stay in one place instead of moving to a new platform.
No. The AI tracks policy-wise renewal status, claim progress and premium collection, and flags items such as an upcoming lapse or a stalled claim for your underwriting and claims staff to review. Underwriting and claims decisions always remain with your licensed staff.
Most insurance engagements move from mapping your current policy, claims and commission workflow to a working pilot within a few months. Exact scope and timeline are confirmed after that mapping stage.
The same team that built the system stays available after go-live to fix issues, adjust reporting and support changes as products, agents or commission rules change.
Yes. Most insurance engagements combine ERP integration, a custom module for a workflow a generic system does not cover, and AI for tracking renewal or claim status, scoped and delivered as one project.
Free consultation. Tell us how you work today and we scope the ERP, software or AI that fits.
