Business Process Automation for Insurance

Insurance brokers, agents, and underwriting businesses. These are the specific problems we see insurance businesses bring to us:

1. Managing policy renewals and reminders. Our approach: everything runs under your accounts with full documentation. This directly addresses the way insurance professionals actually work.

2. Tracking claims and documentation. Our approach: built for SMB teams of 2 to 200, not enterprise RPA budgets. This directly addresses the way insurance professionals actually work.

3. Comparing quotes from multiple providers. Our approach: connects the tools you already use - no rip and replace. This directly addresses the way insurance professionals actually work.

4. Maintaining compliance and licensing. Our approach: everything runs under your accounts with full documentation. This directly addresses the way insurance professionals actually work.

Based on the challenges above, here are the applications we recommend for insurance businesses:

Document Management: Policy management with renewal alerts. Learn how to build a document management.

Customer Portal: Claims submission and status tracking. Learn how to build a customer portal.

Comparison Tool: Multi-provider quote management. Learn how to build a comparison tool.

Each of these can be customised to your specific insurance workflows. We scope the exact features you need during a free consultation.

We measure success by real business outcomes, not feature lists. For insurance businesses, the key metrics are:

Policy retention rate: We set up tracking from day one so you can see the impact in real numbers.

Claims processing time: We set up tracking from day one so you can see the impact in real numbers.

New policies written: We set up tracking from day one so you can see the impact in real numbers.

Tech adoption in insurance is at the medium level. About half of insurance businesses now use some form of digital tools. But most are using off-the-shelf products that only partially fit. Custom software built around your actual workflows is the next step.

Typical investment: $1500-4000. Most insurance clients see measurable ROI within the first month.

Discovery. You tell us about your insurance business: what is working, what is not, and what you wish you had. We ask about your current tools, team size, and daily workflows.

Scoping and quote. We define exactly what we will build and send you a fixed-price quote. No hourly rates. For insurance projects, this usually falls within $1500-4000.

Build. We build your solution, typically within 2-4 weeks. You talk directly to our founder and lead engineer. No project managers or middlemen.

Launch and handover. We deploy, walk your team through everything, and provide ongoing support. You own all the code and data.

Strong insurance sector with many brokers servicing small business and personal insurance needs

We have worked with insurance businesses across Melbourne's inner suburbs, outer suburbs, and regional Victoria. Whether you are based in the CBD, Fitzroy, or Geelong, we can meet in person or work remotely.