Automate Policy Management
Effortlessly manage policies with our platform to improve business operations through automation. Improve client communication, streamline operations, and automate renewals, interactions, notifications, and emails.
Open-Source Insurance Software
Insurance Policy Management
Discover a fully customizable software solution for insurance brokers and insurance 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.
Join Global Technology Leaders
Recognized by
23%
Increase in cross-sell ratio
65%
Faster delivery of custom features
70%
Time savings with Reporting AI
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 Insurance Business Needs
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.
Flexible Insurance Software For Your Business
For Enterprise Insurance
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.
For Insurance Brokers
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.
For Insurance Agencies
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 Clients Say
Stratoflow was a great partner, challenging as well as supporting our customer projects for the best outcome. They have a great pool of talent within the business - all very capability technologists, as well as being business-savvy and suitable for consultancy engagements.
Chris Goodall
Managing Consultant, CG Consultancy (UK) Limited
We are very pleased with our partnership with Stratoflow and, as we continue to grow, we expect to increase the numbers of developers that work with us on our projects. They have proven to be very skilled and flexible. They're extremely reliable, and they have a very good company culture of their own, which gives them a real edge compared to other providers that serve more as production shops rather than thought partners and creative problem solvers.
Andrew Kennedy
Founder & Managing Director, Tier 2 Consulting
The features implemented have received overwhelmingly positive feedback from end-users. Stratoflow has an incredible technical expertise and a high degree of flexibility when it comes to changing project requirements.
Adam Hill
Chief Technology Officer, Legerity
How to Streamline Your Policy Management
Problem
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.
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.
Problem
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.
Solution
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.
Problem
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.
Solution
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.
Problem
I’m not familiar with SQL and have troubles getting the data I need. Running monthly reports manually is just a waste of time.
Solution
Easy report-building with the Reporting AI tool
Our Reporting AI 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.
Problem
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.
Solution
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.
Problem
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.
Solution
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.
Problem
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.
Solution
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.
Problem
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.
Solution
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.
Stratoflow delivered the website successfully within the timeframe and budget. They assured that the output met the set requirements. Overall, the team's performance was excellent and recommended for their exceptional technical business expertise. They've been able to deliver all of their work on time and within budget, which has been very impressive.
Lars Andersen
Founder & CEO, My Nametags
Build your business application faster with Stratoflow
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.
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.
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.
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.
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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
🔔 Notifications
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).
- Create database table, CRUD functionality, form, and overview with no need of re-compilation
- Reporting AI (to be available in June, now in development preview)
- Use natural language to query your Openkoda database and create reporting templates.
FAQ
Is it possible create my own policy and client dashboard?
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.
What features does Insurance Policy Management Software have?
Policy Management 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, multi-tenancy, user roles and privileges, and many more. We list all of them above.
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 at any stage of your business growth. Contact us to learn more.
What types of insurance business can be managed with Insurance Policy Software?
Any! The software is designed to support both consumer and commercial insurance.
Can the Insurance Software manage an unusual insurance product with specific functionality requirements?
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.
Can I send policy documents by email directly from the Insurance Software?
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.
Is it possible create my own policy and client dashboard?
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.
More insights about Insurance Policy software
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Consult your project
Submit the form to discuss your project and our software development, team augmentation and consultancy services. Our clients are located in the US, the UK, and Western Europe.
or call us: +1 415 340 8020 (US) or +44 20 3322 8684 (UK)
What happens next?
- Initial Request
When you submit your request, we will immediately confirm it and analyze your initial questions and project scope. - Discovery Call
We schedule a call at a convenient time to discuss your project requirements and goals, and answer any questions you may have. - Expert Meeting
This meeting focuses on detailed project analysis, strategy development, and technology selection. - Proposal
Based on the insights gained from our discussions, we will prepare a commercial proposal that includes the scope of work, timeline, and cost estimates. - Contract
The final step is to sign a contract that defines the terms of our relationship and the framework for successful project delivery.