Every broker has different needs, priorities and work systems. Switching from one window to another in an unintuitive view makes policy management difficult and inefficient.

My company is growing quickly, and we can’t predict all the functionalities we’ll need. As we explore different business directions, it’s hard to define our requirements in advance. I’m worried that making changes in the future will be slow or difficult. I need the ability to request new features anytime and receive updates quickly.

I’m overwhelmed with time-consuming, repetitive tasks: scanning documents, uploading them to drives, manually copying data into Excel. My desktop is cluttered with files. This process slows me down when it comes to reporting to my supervisor.

I’m not familiar with SQL and have troubles getting the data I need. Running monthly reports manually is just a waste of time.

Managing thousands of policies and upcoming expiration dates is a challenge. If clients don’t get advance notice, they feel neglected and start looking for other agencies. I also need to schedule messages for easier and more timely communication.

As I manage multiple branches, I need a system that efficiently controls employee access and permissions. Each branch has different roles that require precise management of permissions to ensure security and operational efficiency. My current setup lacks the flexibility and scalability I need, leading to risks and inefficiencies.

The day-to-day use of multiple systems and applications can often be unproductive. For example, I rely on third-party systems, such as accounting software. I want to integrate everything into one solution.

360° Client and Policy Custom View: Personalize your own workspace in a central hub. Gather all your documents, policies, meetings, calendars, notes, and other key functions in one customizable dashboard. Create summaries, custom views, add widgets, and save time managing policies.

Customization for High-Growth Companies: Our platform is open to the future, providing independence and customization opportunities for high growth companies. You can use a “request a feature” button on our platform to describe your needs. Customization is not a separate project; it’s an integral part of our platform. What is more, our dynamic entities allow you to make data model changes in seconds.

Central Repository of Policy Documents: Easily manage all your documents with our system’s PDF upload & download, add any attachments, print directly, store client policies, and export data to Excel or .csv. Say goodbye to manual transcription – we have you covered.

Easy Report-Building with AI Reporting Tool: Our AI Reporting Tool allows you to describe your needs in your own words and language. It instantly interprets your request, generates the SQL query, and creates the report in seconds. We ensure data security by sharing only the internal data model with the AI. Save and refresh reports as needed, and export or send them directly to your manager.

Keep Track of Your Clients’ Policies with Smart Reminders: Automate payment tracking and client communication. Manage payment histories, schedule emails, policy renewals, and birthday reminders, all in one place. Easily create customized notifications that keep you and your clients up to date.

Centralized Management with Multi-Tenancy: Multi-tenancy allows you to manage multiple branches from a single platform. With Openkoda, you can run multiple organizations within a single instance, define and restrict roles, and assign specific permissions to users to ensure efficient and secure branch management.

Integrate Your Insurance Software With Necessary Applications: Extend your insurance platform by integrating with multiple applications. Improve planning, streamline processes, enhance the customer experience, and gain insight through industry-specific tools and claims management solutions. Easily integrate using external APIs, with APIs for your insurance application automatically created in seconds.