How to Set Up Your Own Rating and Premium Calculation Rules in Openkoda PAS
Build a motor rating engine from four tables: derive the ages you do not store, combine the factors, add fees and tax, then price a real risk and reprice it.
Category
Openkoda Tutorials
Articles on Openkoda Tutorials from the Openkoda team.
Rating Engine
Workflow Automation
How to Automate Insurance Processes in Openkoda PAS
Automate a claim acknowledgment end to end: a Word template with placeholders, the email that carries it, and a workflow that fires when the claim form arrives.
Reporting AI
How to Generate Reports with Openkoda AI
Ask for the report in plain English, refine it in the same conversation, read the SQL it wrote, and put the result on the team’s dashboard.
Dashboards
How to Create Your Own Customizable Insurance Dashboards in Openkoda PAS
Build a billing desk board tile by tile, then a second one by describing it in a sentence, and make one the screen your team signs in to.
Team Collaboration
How to Use Team Collaboration Features in Openkoda PAS
Follow one hand-over end to end: a chat message carrying the policy, a task with an owner and a due date, and the notification that reaches the assignee.
Email Automation
How to Create Well-Designed Insurance Email Templates in Openkoda PAS
Build a renewal reminder in twelve steps: draft it with AI, edit it visually, bind record fields as placeholders, and let a workflow send it.
Platform Security
Multitenancy and Security in Openkoda Tutorial
Five businesses on one installation, a role built from three ticks out of seventy-nine, and an audit log that records the walkthrough that built it.
AI Insurance
How to Create an AI Insurance Agent Product in Openkoda PAS
Describe an AI agent as insurable attributes - pinned model version, autonomy, spending authority, guardrails - then read the cover, rules and rating built on them.
Product Configuration
How to Configure a New Insurance Product With Openkoda AI Product Builder
Hand a Word requirements document to the AI Product Builder, read the proposal before anything changes, then check the risk item, rating, rules and workflow it wrote.
Policy Management
Policy 360 in Openkoda PAS: One View and Custom Actions
Read one in-force home policy end to end - cover, billing, claims, documents - then put your own Email documents to client button on its toolbar.
Document Generation
How to Create Insurance Policy Documents With Customizable Templates
Revise a live policy schedule in twelve steps: write the wording in Word, map the placeholders, activate the version, and let a workflow send the PDF.
Client Portal
How to Build a Custom Insurance Client Portal
A practical, step-by-step guide to building a secure, self-service insurance client portal with Openkoda's dashboard builder and widgets.
Claims Management
How to Build a Custom Claims Management Application Faster: Step-by-Step Guide
A step-by-step guide to building a fully functional, customizable claims management application with Openkoda in minutes.
Policy Dashboard
How to Build a Personalized Insurance Policy Dashboard
A step-by-step guide to creating a personalized insurance policy dashboard in Openkoda using customizable widgets and real-time data.
Claims Management
How to Streamline Claims Processing with a Customizable Claims Management Dashboard
A step-by-step tutorial on building and customizing an insurance claims management dashboard in Openkoda, from intake to settlement.
Policy Management
How to Build a Custom Policy Management Application in 5 Minutes
Build a fully functional, customizable insurance policy management application in minutes with Openkoda's pre-built, no-code features.
Embedded Insurance
How to Build Your Own Embedded Insurance for Device Protection
A step-by-step framework for building a customizable, embeddable device insurance quote form with dynamic pricing, validation and automation.
Document Generation
How to Generate Insurance Documents with Customizable Templates
Learn how to create professional insurance documents in minutes using Openkoda's customizable templates with dynamic placeholders.
Embedded Insurance
Embedded Car Insurance: How to Build It?
The benefits of embedded car insurance and a step-by-step guide to building a dynamic, embeddable auto insurance quote form with Openkoda.
Automation
How to Automate Insurance Policy Renewal Reminders?
Learn how automated, personalized policy expiration reminders work and how to set them up in Openkoda to boost retention and save time.
Automation
How to Automate Payment Reminders: The Insurer's Guide
Why automation matters in policy management and a step-by-step guide to sending automated, personalized payment reminder emails with Openkoda.
Embedded Insurance
How to Build an Embeddable Quote Form for Travel Insurance
A step-by-step guide to building a dynamic, embeddable travel insurance quote form with premium calculation, validation, and automated emails in Openkoda.
Tutorial
How to Create Custom Notifications for Your Application
A step-by-step guide to setting up custom in-app notifications in Openkoda that alert users when a claim is assigned to them.
Tutorial
Step-by-Step Guide to Creating a Custom Insurance Business Dashboard
Learn how to build and optimize a custom insurance business dashboard in Openkoda to track policies, claims, renewals, and compliance in real time.
Tutorial
How to Implement a Dynamic Pricing & Real-Time Premium Calculation in Insurance Systems
Understand dynamic pricing and real-time premium calculation, and learn how to implement a flexible insurance quoting system step by step in Openkoda.
Tutorial
How to Easily Manage Multiple Insurance Organizations in One Platform
A step-by-step guide to setting up and managing multiple insurance organizations, users, and dashboards from a single Openkoda platform.
User Management
How to Manage User Roles and Create Custom Permissions in Your Application
A step-by-step Openkoda tutorial on configuring roles, assigning permissions, and creating custom privileges for secure insurance software.
Tutorial
How to Personalize Your Openkoda Interface to Match Your Brand
A step-by-step tutorial on personalizing the Openkoda interface with your brand's logo, colors, layout, menus, and data visualizations.
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