Open-source Build new applications & replace legacy systems Deliver 60% faster Unlimited users Unlimited features Easily integrate & extend Reporting AI No vendor lock-in

Automate Policy Management

Effortlessly manage policies with our platform.  Improve client communication, streamline operations, and automate renewals, interactions, notifications, and emails.

Save Hours with Reporting AI

Empower your insurance administration with business intelligence. Experience instant reporting and precise record searching with your own prompts in your natural language.

Tailored to Your Business Needs

Built for fast data processing, the platform is easy to customize to meet your unique needs. Escape vendor lock-ins, enjoy ownership, get unlimited users.

23%

Increase in cross-sell ratio

65%

Faster delivery of custom features

70%

Time savings with Reporting AI

Build your business application faster with Openkoda

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.

open-source develoment platform

Extend as you want

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.

insurance software

No vendor lock-ins

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.

insurance policy system

Request your feature

Your real estate business is growing fast, and you need more features?Our Property Management Software lets you add custom features whenever you want. Flexibility and customization is an integral part of our platform.

insurance policy management software

Flexible Insurance Software For

insurance policy management

Our Insurance Policy Magament software 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, the software adapts to your demands, ensuring you can handle even the most unusual requirements at any stage. Your team can focus on strategic initiatives without worrying about vendor lock-ins or infrastructure bottlenecks. Our software addresses the complex challenges faced by insurance professionals, enhancing customer engagement, streamlining operations, and improving overall efficiency.

Our Insurance Policy Magament software 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. It gives you the freedom to expand and efficiency to excel as our application adapts to your evolving business.

Our Process

What Happens After You Contact Us

Meeting & Live Demo

Step 1

We start with a meeting to understand your requirements and objectives, followed by a personalized demonstration of how Openkoda can be customized to meet your needs.

Requirement Documentation

Step 2

We document your specific application requirements to ensure alignment with your business goals.

Scoping & Estimation

Step 3

We provide a detailed scope and estimate for time, cost, and resources based on the documented requirements.

POC/MVP Development

Step 4

We build a proof of concept (POC) or minimum viable product (MVP) using an agile process, refining it based on your feedback.

Fast Application Development

Step 5

We extend the POC into a full application quickly using Openkoda’s developer-friendly platform, with optional professional services.

Deployment, SLA Support, & Growth

Step 6

We deploy your application in our secure Managed Cloud with SLA support or provide the source code for on-premise installation. The solution is scalable and extendable, designed to grow with your business.

Openkoda Solves Insurance Problems

Insurance Challenges

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.

Our 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.

Insurance Policy Software Features

  • App Configurations: Manage email settings, roles, privileges, and HTML templates.
  • Audit Screen: Track changes to data for accountability.
  • System Logs: Review logs for activity insights and troubleshooting.
  • System Health: Get a quick overview of system performance and status.
  • Backups: Embedded database backup routines
  • Import and export: Export components from current app and easily import them into another Openkoda Core instance
  • Job Requests: Schedule jobs to be performed in time intervals Process jobs with event listeners
  • Invite users to the organization
  • Set roles globally and within the organization context
  • Access user profile settings
  • Spoof user (available in admin mode)
  • Roles and Privileges:
    • Create global or organization-specific roles
    • Assign privileges from a list to each role
  • Separate organization data
  • Implement security rules for data access
  • Customize your own dashboard
  • Assign organizational roles, such as member or admin, to users.
  • Multiple Multi-tenancy deployment:
    • Single Database / Single Schema
    • Single Database / Many Schemas
    • Multiple Databases / Many Schemas
  • Manage file overview
  • Resize images
  • Set files to public access
  • CMS:
    • Modify HTML templates
    • Edit draft versions of resources
    • Introduce new public resources
  •  Job Requests: Schedule jobs to be performed in time intervals Process jobs with event listeners
  • Notification: Synchronize your application with notifications channels: Email Slack Jira GitHub Trello Basecamp
  • Email Sender: Customize email templates via CMS Schedule emails
  • Event Listeners: Respond to application events (e.g., user creation, login, application start) with built-in Openkoda handlers (e.g., messaging, push notifications).

FAQ

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 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 our Openkoda Development Services.

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 our Openkoda features.