Insurance CRM & customer portals
Self-service portals with AI-driven capabilities, customer data management, and the kind of agent-facing tools that take pressure off the call center.
Insurance · InsurTech · Carriers · Brokers
Custom insurance CRM and customer portals, claims processing, policy administration, mobile apps for agents and brokers, and regulatory compliance and security infrastructure. Insurance is a vertical OST engages with on a project basis.
What we build
Custom platforms, claims workflows, agent portals, and the security and compliance posture insurance buyers actually require.
Self-service portals with AI-driven capabilities, customer data management, and the kind of agent-facing tools that take pressure off the call center.
Workflow automation, intake and triage, document collection, fraud flagging, and faster settlement workflows. AI-powered document processing where applicable.
Policy management, endorsements, renewals, billing, and compliance tracking. Built for the multi-state regulatory reality carriers and agencies operate in.
iOS and Android apps for customers, agents, and brokers. Quote retrieval, claim submission, policy access, and the mobile-first experiences insurance buyers expect.
HIPAA-compliant data handling for health-adjacent insurance lines. End-to-end encryption, audit trails, and the documentation state insurance regulators expect.
Automated backup, multi-region disaster recovery, and the uptime architecture insurance carriers need for compliance and business continuity.
Engagement model
We do not currently have an anchor insurance client to feature publicly. We engage on InsurTech and insurance-adjacent platforms when scope, compliance posture, and engineering fit align. Discovery call required before we quote. For our broader B2B and platform engineering capabilities, see the Manufacturing and Industrial vertical.
Insurance-sector compliance
Insurance compliance is jurisdiction-specific and varies materially by state, line of business, and customer type. Scoping handled per engagement. See the Trust Center for the broader posture.
Health information privacy rules apply to health insurance and adjacent lines. BAA executed at contract level on engagements that require one.
State-specific insurance department requirements, NAIC Model Audit Rule, market conduct exam preparation, and state-specific filing and reporting.
Gramm-Leach-Bliley Act, consumer financial data protections, and state financial privacy laws applicable to insurance carriers and producers.
Accessibility for insurance platforms. Increasingly required for consumer-facing insurance and agent-facing tools at carriers responding to ADA demand letters.
60-minute discovery call. We will tell you straight whether we are a fit based on the technology, scale, compliance posture, and engagement model your project actually needs.