Discover a fully customizable software solution for insurance brokers and agencies. Our AI-powered application foundation streamlines policy management without vendor lock-in. Customize and extend it as your business grows, while maintaining complete ownership.
Effortlessly manage policies with our platform. Improve client communication, streamline operations, and automate renewals, interactions, notifications, and emails.
Empower your insurance administration. Experience instant reporting and precise record searching with your own prompts in your natural language
Built for fast data processing, the platform is easy to customize to meet your unique needs. Escape vendor lock-ins, enjoy ownership, pay once, get unlimited users.
Openkoda helps manage enterprise insurance policies by customizing them to meet your unique business events and processes. It automates routine tasks, scales with your growth, and enables efficient and large-scale policy management.
Industry-specific and highly flexible, Openkoda adapts to your demands, ensuring you can handle even the most unusual requirements at any stage. With Openkoda, your team can focus on strategic initiatives without worrying about vendor lock-ins or infrastructure bottlenecks.
Openkoda simplifies insurance policy management for brokers with a customizable, AI-powered solution. Brokers can consolidate important documents, access powerful features, and manage more efficiently so they can focus on delivering exceptional service.
Our software is tailored to meet the unique needs of your agency, breaking free from vendor lock-ins and limitations. It is designed to evolve and scale seamlessly with your agency’s growth. Openkoda gives you the freedom to expand and efficiency to excel as our application adapts to your evolving business.
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.
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.
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.
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.
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.
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.
I’m not familiar with SQL and have troubles getting the data I need. Running monthly reports manually is just a waste of time.
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.
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.
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.
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.
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.
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.
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.
Insurance Policy Software is a cutting-edge application built on Openkoda’s open-source templates, offering unparalleled flexibility in customization. This platform allows you to extend, modify and tailor your application to meet your unique needs at any stage of your business growth.
Our Insurance Policy Management Software offers seamless integration with third-party systems and custom functionality. You can instantly create personalized dashboards, widgets, and functions. You can effortlessly add or modify entities in your data model in seconds. Tailor your system to meet your unique needs with ease.
Openkoda applications free you from vendor lock-in. You have the freedom to seamlessly integrate your preferred tools and technologies. Your choices remain yours, allowing you to optimize your workflow without limitations. You own the code and have the power to customize the tool to fit your needs and add any functionality you need.
Your real estate business is growing fast and you need more features? Openkoda Property Management Software lets you add custom features whenever you want. Flexibility and customization is an integral part of our platform.
Any! Openkoda Insurance Software is designed to support both consumer and commercial insurance.
Yes! With the ability to extend this application without limits, we are able to implement any functionality you can think of. We adapt the system to your business so that you have everything at your fingertips. It is suitable for any type of industry: from marine, investments, agriculture to logistics and DMFs.
Yes, you can also schedule future messages (emails and notifications) to be sent automatically.
Of course you can. You do not need to look for the files in folders on your computer anymore. Everything you upload to the system can be used to communicate with your clients. Enter the 360-degree, customizable dashboard and find all the files you need in one central document repository.
Yes, each user can create their own personal dashboard adjusted to their needs. To make your daily work easier and more efficient, you can create summaries, reports, custom views, schedule meetings, and add your favorite widgets. You can keep it all in one central hub built with an intuitive drag-and-drop tool.
Openkoda Policy Software comes with an out-of-the-box set of features such as: report building with AI Reporting Tools, smart reminders, central repository of policy documents, customizable dashboard, personalized and automated messaging, and many more. But that is not the end of its capabilities! The beauty of Openkoda lies in its limitless nature. With its open source foundation, any new feature can be developed. It is possible with Openkoda’s strategic partners on demand.
Openkoda is an open source business application platform for rapid development. It offers a variety of business templates that can accelerate your application development and save you months of work on core features. One of these templates is Insurance Policy Software. This means the application is flexible, fully customizable and ready to use. Learn more here.