Insurance
Software for insurance: brokerages, agents and intermediaries
Policies, claims, receipts and commissions in a single system, aligned with ACAPS requirements.
The challenges
What gets stuck, before software even comes up
The difficulties we meet most often in this sector, as the people on the ground describe them.
A scattered portfolio
Policies, endorsements and renewals tracked in separate spreadsheets: the schedule lives in your staff's memory rather than in the system.
Receipts handled by hand
Issuing receipts, tracking them and reconciling payments consume time the brokerage never bills for.
Commissions that are hard to check
Insurer statements arrive in inconsistent formats; the gap between what is owed and what is received surfaces late, sometimes never.
Tightening regulatory obligations
Duty of advice, anti-money-laundering, traceable correspondence: these requirements must leave an auditable trail, not a recollection.
Our answer
What we put in place
The building blocks we deploy against those challenges, fitted to your processes rather than the reverse.
Policy management
Policies, endorsements, renewals and schedules in a single repository, with automatic reminders before each due date.
Claims and settlement
Filing, supporting documents, loss-adjuster follow-up and settlement, with the full history attached to the file.
Receipts and commissions
Receipt issuance, payment tracking and reconciliation of insurer accounts on a shared basis.
Intelligent document reading
Automatic data extraction from incoming documents, removing re-keying and the errors that come with it.
The solution involved
CRYSTAL ASSUR IA
Our platform for insurance brokerages and intermediaries, from policy issuance to claims settlement.
Explore the solutionResources
Our articles on this sector
Practical guides published by our teams, worth reading before starting a project.
12 articles
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Let's talk about your project
Describe your situation: we'll tell you plainly what is feasible, and on what terms.
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