Workflow Engine
Automate your insurance process, visually
Design how submissions, quotes, underwriting, issuance and renewals flow - by dragging steps on a canvas. Test the whole journey before it goes live, then let it run.
Your process, your way
Model exactly how work should flow - no hard-coded, one-size vendor process.
Less manual work
Reminders, documents, tasks and issuance run automatically.
Change safely
Simulate a process before it goes live; in-flight cases finish on the version they started.
Your process, exactly your way
Replace rigid, hard-coded workflows with a visual process you can change whenever your business changes.
It runs the work, across the whole lifecycle
A workflow step does the job rather than just recording that someone should. Steps rate risks, issue policies, generate documents and wait for payment, so the process on the canvas is the process that actually executes.
Because runs are versioned, you can change a live process without breaking the cases already moving through it.
What a step can do
- Rate a risk & create a quote
- Evaluate underwriting rules
- Issue, endorse or renew a policy
- Generate documents & send email
- Wait for a payment, approval or timer
- Call AI to summarise or classify
Everything your insurance business needs, in one platform
Drag-and-drop canvas
Design submission, quote, underwriting, issuance and renewal flows visually, so the process is something your team can read and change.
Triggers, actions & logic
React to events, branch on rules, and wait for payments, approvals or timers before the next step runs.
Built-in actions
Rate, evaluate underwriting, create quotes, send email, generate documents and issue policies - without custom code behind any of it.
Simulation
Dry-run the whole journey and see the exact path before activating, so surprises happen in a test rather than to a customer.
Scheduled steps
Time-based automation for renewals, reminders and dunning.
Versioned runs
Each run keeps a snapshot of its process, so changes never break work in progress and you can see exactly which version handled a case.
Up and running, fast
Map your steps
Lay out the journey on the canvas - triggers, actions, branches and waits.
Simulate
Dry-run the whole flow and confirm the path it takes before anyone relies on it.
Activate & monitor
Go live and watch each run, with every step logged as it happens.
Automate a renewal chase
Renewals should offer, remind and follow up without anyone remembering to.
Design the flow
Drag the steps into place: create the renewal offer, email the client, wait, then send reminders.
Simulate it
Dry-run the journey and confirm the timing and branches behave the way you intended.
Activate
It runs automatically for every expiring policy, with each run versioned and fully logged.
Illustrative example built on Openkoda's demo products.
Workflow Engine Built for Your Team
Operations and product teams who want to own and change their processes directly. If your current system dictates how work has to flow, or every process tweak turns into a change request, this hands the canvas to the people who actually run the operation - with simulation before go-live and versioned runs so nothing in flight breaks.
Questions, answered
Can business users change the process?
What happens to cases mid-process when we change a workflow?
Can I test a workflow before going live?
Does it handle time-based steps?
What can a workflow step do?
Is every run auditable?
See Openkoda in your context
Book a live, personalized demo with our product team - tell us your use case and see the platform work with your data. No commitment.