Discover the ready-to-use, and fully customizable software solution for insurance brokers and agencies. Our AI-powered system streamlines policy management without vendor lock-in. Customize and extend it as your business grows, while maintaining complete ownership.
Effortlessly manage policies with our Insurance Policy platform. Improve client communication and document management and simplify your operations.
Empower your insurance administration. Automate client interactions and policy renewals. Experience instant reporting and accurate record searching.
Our open source platform is built for fast data processing and customized to your unique business needs. Escape vendor lock-ins, enjoy full ownership.
Openkoda simplifies insurance policy management for brokers with an all-in-one, 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.
Openkoda helps manage enterprise insurance policies by customizing to fit your unique business processes. It automates routine tasks, scales with your growth, and enables efficient and large-scale policy management. With Openkoda, your team can focus on strategic initiatives without worrying about vendor lock-ins or infrastructure bottlenecks.
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.
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.
Write a query in your own words and our AI tool will quickly find the information you are looking for. Generate one-off and periodic reports in seconds. Automate your tasks with AI to increase your efficiency.
Managing thousands of policies and keeping track of upcoming expiry dates is a challenge. Whenever my clients do not receive advance notice, they feel neglected and begin to explore options with other agencies.
Automate and streamline payment tracking and client communication. Manage payment histories, schedules, and policy renewals, including birthday reminders, all in one place. Stay connected with smart reminders that keep you and your clients up to date.
Writing personalized emails to clients is a crucial but challenging part of my job. Sometimes I lack the right words to express the problem adequately. As a result, it takes me too long to create messages.
Streamline communication with your clients with automated and personalized messages and send them with a single click. Guide the AI companion on the best email copy and set up automated notifications.
The day-to-day use of multiple systems and applications can often be inconvenient and unproductive. For instance, arranging meetings can be challenging when clients use different scheduling tools.
Extend your insurance platform by integrating with a wide range of applications to enhance its functionality. Improve scheduling by integrating with calendars, streamline processes, enhance client experience, and gain insights by connecting to industry-specific tools and claims management solutions.
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 suit your unique needs with the help of AI.
Our Insurance Policy Management Software empowers you to integrate your own custom functionalities. Using the AI Companion, you can quickly generate code extensions for new features with just a natural language prompt. In a matter of moments, you’ll have precisely tailored functionality that meets your unique needs.
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.
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 to agriculture to logistics.
Yes, you can also schedule future messages to be sent automatically. But that is not all. Our AI companion helps you write custom messages, so you can save time crafting personalized emails and text messages.
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 Companion, 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.