Insurance Connect — Operations Platform
Built on ERPNext

The operating ledger for modern insurers

Insurance Connect unifies policy administration, underwriting, claims and reporting into one system of record — built for teams who need every figure to reconcile.

● live
12,845
Active Policies
86
Claims Filed Today
$5.8M
Premium Revenue, MTD
314
Renewals Due, 30 Days
SOC 2-ready architecture Built on ERPNext / Frappe Audit trail on every record Role-based access control
Platform modules

Every line of business, one register

Each module writes to the same underlying ledger — so underwriting, claims, and finance are always looking at the same numbers.

01 — Policy

Policy Administration

Issue, endorse, and renew policies with automated workflows, configurable rating tables, and document generation built in.

02 — Claims

Claims Processing

Track every claim from first notice of loss through settlement, with adjuster assignment, reserve tracking, and SLA alerts.

03 — Risk

Underwriting

Standardize risk evaluation with configurable approval chains, automated referrals, and a full audit trail on every decision.

04 — Insight

Analytics & Reporting

Executive dashboards and regulatory reports pull live from the same ledger — no exports, no reconciliation, no stale numbers.

How a policy moves

From quote to renewal, fully tracked

A single claim or policy record carries its full history forward — nothing is re-entered, and nothing is lost between teams.

Step 1

Quote & Bind

Risk is scored, rated, and bound into a policy with documents generated automatically.

Step 2

Underwrite

Referrals route to the right reviewer, with every decision logged against the policy file.

Step 3

Service & Claim

Endorsements, payments, and claims all post to the same policy ledger in real time.

Step 4

Renew or Close

Renewal pipelines surface automatically, with full loss history attached for re-rating.

See your book of business in one place

Request a walkthrough with your own policy data, or sign in if your team already has access.

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