Intelligent Automation
Trigger workflows based on custom logic, real-time events, or schedules. Set up actions and conditions that fit your unique insurance processes – no rigid templates.
Customizable Insurance Automation Engine
Automate Insurance Workflows
Streamline policy reminders, document generation, and complex workflows without limitations. With Openkoda, insurers can build and scale automation around their own logic, data, and operations.
Open-Source Unlimited Users Unlimited Features GenAI No Vendor Lock-In Deliver New Applications 60% Faster Easily Integrate & Extend & Customize
Built for Customization
Create automation workflows around your own business rules, data structures, and operations. Configure and adapt anytime, without constraints.
Ready to Scale
Openkoda is designed for high performance and flexibility. Your insurance application grows with your business and evolves with your needs.
Manual insurance processes can lead to delays, errors, and compliance risks, ranging from missed policy renewals to inconsistent documentation. Openkoda replaces these repetitive tasks with intelligent automation, ensuring faster service, greater accuracy, and seamless experiences for policyholders. Free up your team to focus on underwriting, claims, and customer care while Openkoda handles your workflows.
Insurance Automations That Fits You
Automated Emails
Send personalized policy renewal and payment reminders at scale. Openkoda’s insurtech platform automates email workflows, allowing insurers to schedule and send tailored reminders without writing complex code. Easily trigger emails based on key events – like upcoming policy expirations or missed payments – to ensure timely, relevant communication. This enhances customer experience, boosts retention and reduces manual effort and errors.
In-App Notifications
Send real-time, custom notifications to drive engagement. With Openkoda, you can trigger messages based on specific customer or agent actions, policy changes, or system events to keep users informed at all times. This helps improve service responsiveness, boosts customer satisfaction, and reduces support overhead through automated, event-driven communication.
Dynamic Document Generation
Generate insurance documents instantly with customizable templates. Openkoda helps insurers create policies, quotes, and invoices in seconds through automation. Merge real-time data into branded templates and generate documents from any business event or customer action. This saves time, avoids errors, and ensures every document is fast, accurate, and on-brand.
Use Cases for Insurance Teams
💼 Claims Teams:
Automatically notify adjusters, generate claim summaries, and trigger follow-ups as claims progress. This speeds up the claims process, reduces the need for manual coordination, and ensures timely and consistent communication with all parties involved.
🛡️ Underwriting:
Auto-generate quotes, policy documents, and risk assessments as soon as applications meet your approval criteria. This helps underwriters work faster, reduces errors, and improves the accuracy and consistency of risk decisions.
📞 Customer Service:
Send personalized messages triggered by customer activity, such as missed payments, upcoming renewals, or support requests. This enhances customer satisfaction, boosts retention, and cuts down on repetitive support tasks.
📈 Operations & IT:
Design, deploy, and manage workflows using insurtech platform and API integrations. Teams can launch automations 60% faster, eliminate operational bottlenecks, and adapt quickly to evolving business needs.
FAQ
Openkoda is an open-source insurtech platform that empowers insurance companies to automate complex, manual insurance processes – such as policy renewals, claims management, and document generation – while maintaining full control over their code, infrastructure and data.
Yes. Openkoda gives you complete flexibility to build and tailor every automation workflow to fit your unique business rules, data structures, and operational needs. Whether it’s sending a renewal reminder, generating a custom document, or triggering workflows based on real-time events, every part of the process is fully configurable.
Openkoda lets you set up automated email reminders based on your business logic. For example, sending a policy renewal notification 30 days before expiration or a payment reminder after a missed due date. These automations reduce manual work and help improve retention and on-time payments.
Absolutely. Openkoda supports real-time in-app notifications that can be tailored to your workflows. Whether it’s notifying a claims adjuster of a new assignment or alerting your finance team about overdue payments, notifications can be configured to suit your team’s processes.
Yes. Openkoda includes dynamic document generation using customizable templates. Policy documents, quotes, and claims letters can be automatically created with client-specific data. It reduces errors and accelerating processing times.
Yes. From submission and triage to internal assignment and resolution, Openkoda helps automate the entire claims process. Workflows are fully configurable, allowing you to design steps that reflect your exact business needs and compliance standards.
- Open-source, no vendor lock-in: Full ownership of your code and tech stack, no hidden dependencies nor limitations.
- End-to-end customization: Build automation workflows tailored to your operations.
- Transparent architecture: Modify and extend functionalities as your business evolves.
- Regulatory-ready: Maintain compliance in the highly regulated insurance industry.
Insurance automation refers to the use of technology – such as robotic process automation (RPA), artificial intelligence (AI), and machine learning – to streamline and optimize insurance processes. This includes automating manual tasks like data entry, claims processing, policy management, risk assessment, and customer onboarding.
By automating repetitive tasks and manual processes, insurance companies can improve operational efficiency, reduce errors, enhance data accuracy, and deliver a better customer experience. Insurance automation is critical for handling complex insurance processes, reducing paper-based processes, and ensuring regulatory compliance in the highly regulated insurance industry.
RPA (Robotic Process Automation) in insurance is the use of software robots to mimic human actions for completing routine tasks across insurance workflows. These bots can handle manual data entry, extract unstructured data from documents, and move data across existing systems without human intervention.
For example, in claim management, RPA can automate the entire claims process – from data collection to fraud detection, verification, and payout – reducing turnaround time and improving customer satisfaction.
RPA helps insurance providers achieve cost savings, maintain data security, and reallocate staff to higher-value tasks, such as personalized customer relationship management.
Automation is the use of technology to perform tasks with minimal human intervention. It allows organizations to optimize business processes, reduce errors, and boost efficiency.
Example: In health insurance, automation can be used to streamline the onboarding process. When a new customer applies for a policy, automation tools can collect and verify customer data, assess risk, generate policy documents, and update insurance systems automatically, saving time and improving customer retention.
Workflow automation involves using technology to define, execute, and manage automated workflows that drive business processes across systems and departments. In the insurance industry, this means automating steps in processes like underwriting, claims processing, document management, and customer support.
Insurance workflow automation helps reduce manual processes, ensures timely task completion, and improves data governance. It enables insurers to offer personalized service, maintain regulatory compliance, and gain a competitive edge in a rapidly changing market.