Systems for insurance
multi-agencies and brokers
We built a platform for an insurance multi-agency serving dozens of agents and thousands of policies per year. Carrier integrations, process automation, and full portfolio control – all in one place.
What does the insurance system cover?
A comprehensive platform for managing an insurance multi-agency – from policy sales to claims handling and premium collections.
Policy sales
- Insurance rating calculators
- Online applications
- Carrier integrations
- Quote generation
Claims handling
- Claims registration
- Process tracking
- Client communications
- Reporting
Premium collections
- Payment monitoring
- Automatic reminders
- Collections escalation
- Delinquency reporting
Agent portal
- Agent dashboard
- Customer database
- Sales reports
- Calculators
Portfolio management
- Policy monitoring
- Profitability analysis
- Alerts and notifications
- Business reports
Integrations
- Insurers
- Payment systems
- Public registers
- CRM
Insurance process, step by step
Quotation
Insurance quote
Application
Submission
Verification
Data and risk
Policy
Policy issuance
Monitoring
Portfolio
The entire process is modeled in Camunda BPMN. It’s transparent, easy to modify, and well documented. Each stage can vary depending on insurance type, customer profile, or the carrier.
Who is it for?
Insurance multi-agencies
Manage large agent networks
Insurance brokers
Independent advisers
Bank insurance departments
Bank-led insurance products
Insurance agencies
Single-office agencies
DInsurance system – implementation results
DInsurance is our reference insurance implementation on the DLowCode platform, showcasing the platform’s full capabilities for multi-agencies and brokers.
Challenge
The client needed a system for an insurance multi-agency serving dozens of agents and thousands of policies per year, integrating with multiple carriers and providing full portfolio control.
Solution
We built DInsurance on the DLowCode platform, covering all modules listed above. The process was modeled in BPMN to adapt easily to multi-agency specifics.
Results
- ✓Implementation time reduced by 65%
- ✓IT costs reduced by 45%
- ✓Handled policies increased by 350%
- ✓Full portfolio control
Interested in an insurance system?
Book a free consultation where we will:
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Send an inquiry
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