Case study
Insurance broker platform
Platform for Indian insurance brokers, run for about five years: broker and sub-broker hierarchy, policy and claims management, customer login, supervisor reports, IRDAI regulatory reporting and reinsurance lead management.
At a glance
- Clients
- Insurance brokers, India
- Years
- About 2014 to 2019
- Modules
- Broker and sub-broker hierarchy, policy management, claims management, supervisor reporting, customer login, reinsurance leads
- Regulatory
- IRDAI regulatory reports
What it did
It started as a general insurance platform, became a broker CRM, then extended to reinsurance. Brokers managed their sub-brokers, policies and renewals; a claims module tracked intake to settlement; supervisors had their own reporting; policyholders had a login to see policies and raise claims.
IRDAI-format reports were generated for the regulator, and a reinsurance leads module handled the broker-to-reinsurer side.
What it shows
Five years inside Indian insurance regulation and broker operations. That experience is what we bring to insurance and fintech clients who need KYC flows, commission logic, document-heavy workflows and regulator reporting.
Related services and industries
Industries
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