CRM & sales
Prospects, clients, quotations, follow-ups and pipeline visibility.
The Insurance Cloud platform
Insurance CRM, policy management and renewals in one platform.
One connected platform for sales, policy administration, service, finance, reporting and digital insurance workflows.
Book a platform walkthroughPolicy management
Policy administration, risks, endorsements and connected documentation.
Renewals
Worklists, reminders and ownership before renewal revenue is at risk.
Premiums & finance
Receipts, balances, allocations, commissions and reporting.
Claims
Notification-to-settlement tracking, documentation and follow-up.
Reporting & analytics
Operational and portfolio information for teams and management.
Document management
Keep documents connected to the clients, policies and claims they belong to.
Portals & mobile
Extend service and access beyond the back office.
APIs & integrations
Connect insurer services, payment providers and digital journeys.
AI-assisted operations
Surface priorities, identify exceptions and guide your team’s next actions with AI-assisted operations.
Available nowA continuous operating flow
Information enters once. Work keeps moving.
Connect the front office, back office, client experience and management view around the same operational record.
1Win business
2Place & administer
3Collect & reconcile
4Serve & claim
5Renew & grow
Questions, answered
Insurance management platform questions
Plan your evaluation around the records, people and processes your business uses every day.
Which insurance workflows does Insurance Cloud cover?
Insurance Cloud connects CRM and sales, policy administration, renewals, premiums and commissions, claims, documents and reporting. Portals, mobile access and APIs extend those workflows to digital channels according to the agreed implementation scope.
Does Insurance Cloud include insurance CRM and renewal management?
Yes. CRM supports prospects, clients, quotations and follow-ups, while renewal management provides worklists, reminders and ownership. These workflows connect to policy and client records.
Are the AI-assisted features available now?
Yes. AI-assisted operations are available in Insurance Cloud, helping teams surface priorities, identify exceptions and decide what to do next. Book a demo to see these features in your workflows.
How much does Insurance Cloud cost?
Contact Insurance Cloud for a proposal based on your workflows, team and implementation requirements. Discuss modules, integrations, data migration, training and support so the proposal reflects the scope of your operation.
See your operation differently
Book your demo
Ready to make Insurance Cloud part of your team?
Book a focused walkthrough around the workflows you want to improve.