The All-In-One Platform

From Policy Admin to Billing, Omni-Channel Sales and Service to Payment Processing and Analytics, Learn How the World’s Leading SaaS Platform can deliver in half the time and cost of custom solutions.

Product Features

Policy Administration
Simplify the policy creation process for the customer while providing a robust and comprehensive application to manage the complex policy transactions that occur in the point-of-sale process.

A powerful, easily customizable rating engine that seamlessly works with policy administration. Quickly configured by business users, enabling both the creation of new rates and updates to existing ones without involving IT.


Customizable underwriting that seamlessly works with rating and policy administration. Easily configured to enable exception underwriting, streamlining workflow.


Integrated payments and billing with configurable payment management, rate calculation and billing reporting needs. Features include automated billing schedules, management of rate calculations, payment processing transactions, recurring payment and selection of billing due date.

Data Warehouse and BI

Our data warehouse is built on true MDX Cube Architecture that can handle huge amounts of information with incredible speed and enables data access from anywhere and integrates with any data source to you comprehensive insight into your data.

Document Production

A robust document creation, management and generation engine enables efficiency and productivity. Create your own documents in minutes, apply them to groups of documents or activities, or have them print at point of sale and generate.


The powerful reporting engine contains a library of pre-configured reports from high-level to granular views, and allows you to save reports and automatically distribute them daily, weekly or monthly without the need for IT.


Our claims component provides a complete set of out-of-the-box functionality, enabling claims organizations to reduce expenses and increase productivity.

Agency Management

Scalable, multi-location agency management that delivers more efficiency and increased profitability, via integrated rating, document workflow and reporting features.

Customer Relationship Management

Our CRM solution allows insurers to manage their marketing representatives and producer relationships more effectively. Integrated communication, tracking and reporting drives efficiency and productivity. Mobile software enables real-time information and location tools to optimize sales force activity.


Prepare, send, sign and manage documents electronically, with eSignature capabilities that enable customers to easily access documents, then sign and transmit them securely

Distribution Channel Support

Support for the following distribution channels—Direct, Captive Agency, Independent Agency, Retail Agency, General Agency and Carrier as a General Agency—enables access to additional markets, increasing premium growth and maximizing ROI.

Lead Management

Complete lead management allows you to understand what tactics are most effective. Keep track of leads generated from all campaigns, including radio, TV, internet and events, including complete ROI analysis.

Activity Management

Daily reports for production and retention enable you to monitor performance, then measure and track to goals. You can understand production and retention rates for each producer, gaining detailed insight as to the actual costs of each part of your operation.

Payment Processing and Reconciliation

Our payment processing and reconciliation solution eliminates or dramatically reduces your credit card costs while enabling you to accept card-based payments. Automated payment processing and routing eliminates line item reconciliation. PCI DSS Level 1 certification with end-to-end tokenization virtually eliminates the risk of a data security breach and reduces your PCI compliance costs.

Multi-device Consumer Portals

Quickly implemented and easily integrated into an insurers’ payment process, our customized, web-based consumer portals provide information for insureds to enable them to make informed decisions about their insurance needs and payment obligations.

Inbound and Outbound IVR

Quickly implemented and easily integrated into an insurers’ payment process, our customized, web-based consumer portals provide information for insureds to enable them to make informed decisions about their insurance needs and payment obligations.

More functionality for greater business agility.

InsureOne™ has the most comprehensive suite of integrated components available for P&C insurance providers, setting the standard for unrivaled functionality, configurability and usability—along with greater operational efficiencies as information moves seamlessly between the components. The most broad distribution channel capabilities enable true business agility.

True SaaS Architecture.

Integrated components allow for a faster, lower cost implementation with less risk to the carrier. With a SaaS architecture that enables easy upgrades, InsureOne™ can be deployed in the cloud or on premise.