Future-Proof Insurance Platforms:
AI-Driven, Scalable & Compliance First

Future-Proof Insurance Platforms:
AI-Driven, Scalable & Compliance First

Innovative tech consulting powered by AI and built on robust cloud engineering—with a compliance-first approach for MGAs, InsurTechs, and carriers.

Innovative tech consulting powered by AI and built on robust cloud engineering—with a compliance-first approach for MGAs, InsurTechs, and carriers.

Trusted & valued by our clients

Our Milestones

Our Milestones

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Happy Clients

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20

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Projects Delivered

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Projects Delivered

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50

Projects Delivered

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Success Rate

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Success Rate

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95

Success Rate

Industry Veterans Leading the Way

Industry Veterans Leading the Way

CEO
20+ years of insurance & finance experience

• Deep operational expertise across insurance value chain • Handled partnerships with global firms like Marsh and Brown & Brown • Extensive knowledge of insurance agency operations and workflows

CEO
20+ years of insurance & finance experience

• Deep operational expertise across insurance value chain • Handled partnerships with global firms like Marsh and Brown & Brown • Extensive knowledge of insurance agency operations and workflows

CTO
30+ years of technical experience (15+ in insurance)

• Former Product Director for Insurance SaaS platforms • Former AVP Architecture for Insurance consulting firm. • Expert in insurance technology infrastructure and implementation

CTO
30+ years of technical experience (15+ in insurance)

• Former Product Director for Insurance SaaS platforms • Former AVP Architecture for Insurance consulting firm. • Expert in insurance technology infrastructure and implementation

Insurance Tech & Ops Services Under a Single Roof

Insurance Tech & Ops Services Under a Single Roof

Insurance Tech & Ops Services Under a Single Roof

The leadership team at Assuretrac's tech division offers a distinctive viewpoint, forged through extensive experience with insurance SaaS firms and carriers. Boasting over 10,000 hours of technical consulting expertise, our team brings a unique lens to the challenges that insurers face today. This perspective empowers insurance companies to deliver more effective feedback and enables SaaS providers in the insurance space to sharpen their sales approaches and streamline implementations for their clients.

Tech Advice - Insurance

The leadership team at Assuretrac's tech division offers a distinctive viewpoint, honed through extensive experience with insurance SaaS firms and carriers. Boasting over 10,000 hours of technical consulting in the insurance sector, we excel at quickly dissecting intricate insurance frameworks. This expertise empowers insurance companies to deliver more effective feedback and enables SaaS providers in the insurance space to sharpen their sales approaches and streamline implementations for their clients.

SaaS Sales Support

Architecture Review

Roadmap Review

Tooling Decision Support

Integrating Tech with Operations

Tech Advice - Insurance

The leadership team at Assuretrac's tech division offers a distinctive viewpoint, honed through extensive experience with insurance SaaS firms and carriers. Boasting over 10,000 hours of technical consulting in the insurance sector, we excel at quickly dissecting intricate insurance frameworks. This expertise empowers insurance companies to deliver more effective feedback and enables SaaS providers in the insurance space to sharpen their sales approaches and streamline implementations for their clients.

SaaS Sales Support

Architecture Review

Roadmap Review

Tooling Decision Support

Integrating Tech with Operations

Tech Consulting, Tech Services

Assuretrac’s tech consulting and services expertise spans Insurance SaaS, DevOps, SecOps, AI services, and digital enablement. With deep experience in platforms like OneShield, we help insurance companies and SaaS providers optimize quality operations, automate workflows, and enhance application performance. Our strategic approach ensures seamless technology adoption, security, and efficiency across the insurance ecosystem.

Insurance SaaS

Quality Ops

Dev Ops

SecOps

AI Services(AI, ML, GenAI)

Digital Enablement

Automation

Application

Tech Consulting, Tech Services

Assuretrac’s tech consulting and services expertise spans Insurance SaaS, DevOps, SecOps, AI services, and digital enablement. With deep experience in platforms like OneShield, we help insurance companies and SaaS providers optimize quality operations, automate workflows, and enhance application performance. Our strategic approach ensures seamless technology adoption, security, and efficiency across the insurance ecosystem.

Insurance SaaS

Quality Ops

Dev Ops

SecOps

AI Services(AI, ML, GenAI)

Digital Enablement

Automation

Application

Value Chain Service Providers

The insurance sector is notorious for its protracted implementation timelines, frequently stretching beyond nine months. Assuretrac’s proficiency with Insurance SaaS platforms such as OneShield, DuckCreek, and GuideWire equips agencies to make informed, strategic choices that shorten these rollout periods. From designing forms to providing post-launch assistance, Assuretrac facilitates a seamless and accelerated shift to cutting-edge technology solutions.

Insurance SaaS OneShield

Form Building

Integration

OneShield

DuckCreek

GuideWire

Post Implementation Support

Integration

Value Chain Service Providers

The insurance sector is notorious for its protracted implementation timelines, frequently stretching beyond nine months. Assuretrac’s proficiency with Insurance SaaS platforms such as OneShield, DuckCreek, and GuideWire equips agencies to make informed, strategic choices that shorten these rollout periods. From designing forms to providing post-launch assistance, Assuretrac facilitates a seamless and accelerated shift to cutting-edge technology solutions.

Insurance SaaS OneShield

Form Building

Integration

OneShield

DuckCreek

GuideWire

Post Implementation Support

Integration

Cutting-Edge Technology Solutions for Insurance

Cutting-Edge Technology Solutions for Insurance

01
Cloud Services for Insurance

At Assuretrac, we empower insurance businesses to scale and innovate with our comprehensive cloud services tailored specifically for the insurance industry. We leverage the strengths of leading platforms—AWS, Microsoft Azure, and Google Cloud Platform (GCP)—to design, migrate, and manage cloud ecosystems that drive efficiency and agility.

Seamless transition from legacy insurance systems to modern, cloud-native architectures

Robust infrastructures designed to handle sensitive insurance data with enhanced security protocols

Cost-efficient models specifically tailored for insurance operations

Scalable solutions that grow with your book of business

Compliance-first approach ensuring adherence to insurance regulations

01
Cloud Services for Insurance

At Assuretrac, we empower insurance businesses to scale and innovate with our comprehensive cloud services tailored specifically for the insurance industry. We leverage the strengths of leading platforms—AWS, Microsoft Azure, and Google Cloud Platform (GCP)—to design, migrate, and manage cloud ecosystems that drive efficiency and agility.

Seamless transition from legacy insurance systems to modern, cloud-native architectures

Robust infrastructures designed to handle sensitive insurance data with enhanced security protocols

Cost-efficient models specifically tailored for insurance operations

Scalable solutions that grow with your book of business

Compliance-first approach ensuring adherence to insurance regulations

02
AI Implementation for Insurance

Our AI solutions are engineered to transform insurance data into actionable insights and drive intelligent automation across your organization. We implement advanced AI technologies to streamline insurance processes and enhance decision-making.

AI-powered underwriting and risk assessment engines

Automated claims processing and fraud detection systems

Machine learning models for insurance pricing optimization

Intelligent document processing for policy administration

Conversational AI for customer service and agent support

Predictive analytics for customer retention and cross-selling

02
AI Implementation for Insurance

Our AI solutions are engineered to transform insurance data into actionable insights and drive intelligent automation across your organization. We implement advanced AI technologies to streamline insurance processes and enhance decision-making.

AI-powered underwriting and risk assessment engines

Automated claims processing and fraud detection systems

Machine learning models for insurance pricing optimization

Intelligent document processing for policy administration

Conversational AI for customer service and agent support

Predictive analytics for customer retention and cross-selling

03
DevOps for Insurance Platforms

Assuretrac revolutionizes software delivery for insurance companies with our unique DevOps approach that accelerates releases, boosts team collaboration, and drives cost efficiency. Our tailored solutions deliver up to 2-3 times faster time-to-market.

Accelerated release cycles for insurance software applications

CI/CD pipelines optimized for insurance platforms like OneSumX, CloudSurety, and Guidewire

Automated testing frameworks for insurance compliance and regulations

Infrastructure as code for consistent insurance environments

Monitoring and alerting systems designed for insurance operations

03
DevOps for Insurance Platforms

Assuretrac revolutionizes software delivery for insurance companies with our unique DevOps approach that accelerates releases, boosts team collaboration, and drives cost efficiency. Our tailored solutions deliver up to 2-3 times faster time-to-market.

Accelerated release cycles for insurance software applications

CI/CD pipelines optimized for insurance platforms like OneSumX, CloudSurety, and Guidewire

Automated testing frameworks for insurance compliance and regulations

Infrastructure as code for consistent insurance environments

Monitoring and alerting systems designed for insurance operations

04
Quality Assurance for Insurance

At Assuretrac, quality isn't an afterthought—it's the cornerstone of every insurance application we build. Our specialized QA team ensures your insurance platforms are delivered bug-free and market-ready from day one.

Comprehensive testing for insurance-specific regulatory compliance

Real-time scenario simulation for policy, claims, and billing processes

Automated regression testing for insurance software updates

Performance testing under various load conditions typical in insurance cycles

Security and penetration testing for insurance data protection

04
Quality Assurance for Insurance

At Assuretrac, quality isn't an afterthought—it's the cornerstone of every insurance application we build. Our specialized QA team ensures your insurance platforms are delivered bug-free and market-ready from day one.

Comprehensive testing for insurance-specific regulatory compliance

Real-time scenario simulation for policy, claims, and billing processes

Automated regression testing for insurance software updates

Performance testing under various load conditions typical in insurance cycles

Security and penetration testing for insurance data protection

Insurance SaaS Implementation Expertise

Assuretrac's tech consulting and services expertise spans Insurance SaaS, DevOps, SecOps, AI services, and digital enablement. With deep experience in platforms like OneSumX, we help insurance companies and SaaS providers optimize quality, operations, security, integration, and implementation.

Insurance SaaS
Insurance SaaS
Insurance SaaS
Quality Ops
Quality Ops
Quality Ops
Dev Ops
Dev Ops
Dev Ops
SecOps
SecOps
SecOps
AI Services (ML, NLP, GenAI)
AI Services (ML, NLP, GenAI)
AI Services (ML, NLP, GenAI)
Digital Enablement
Digital Enablement
Digital Enablement
Automation
Automation
Automation
Application
Application
Application

The insurance sector is notorious for its protracted implementation timelines, frequently stretching beyond nine months. Assuretrac's proficiency with insurance SaaS platforms equips agencies to make informed, strategic choices about their technology investments.

Insurance SaaS OneSumX
Insurance SaaS OneSumX
Insurance SaaS OneSumX
Form Building
Form Building
Form Building
Integration
Integration
Integration
OneShield
OneShield
OneShield
DuckCreek
DuckCreek
DuckCreek
Guidewire
Guidewire
Guidewire
Post Implementation Support
Post Implementation Support
Post Implementation Support
Migration
Migration
Migration

Clients

Insurance Agency Operational Services

Insurance distribution in the USA is dominated by insurance agents, with 70% of personal insurance and 98% of commercial insurance sold by agents. The time spent outside customer relationships is time wasted. Assuretrac builds custom workflows and handles your back office, enabling you to focus on improving your customer relationships.

1. Carrier Updates

Cancellations
Cancellations
Cancellations
Non Payments
Non Payments
Non Payments
E-sign Pending
E-sign Pending
E-sign Pending
Non Renewals
Non Renewals
Non Renewals
Tasking the AM on time
Tasking the AM on time
Tasking the AM on time
Claims
Claims
Claims
E Sign
E Sign
E Sign
Policy Modifications
Policy Modifications
Policy Modifications
Updating AMS
Updating AMS
Updating AMS

Advantage: Increased compliance and higher retention

2. Insured's Requests

Endorsements
Endorsements
Endorsements
Certificates
Certificates
Certificates
Cancellations
Cancellations
Cancellations

Advantage: Speed and customer satisfaction

3. New Business Support

PL Quoting

ITC Rater, EZLynx Rater, Carrier Portals

PL Quoting

ITC Rater, EZLynx Rater, Carrier Portals

PL Quoting

ITC Rater, EZLynx Rater, Carrier Portals

Commercial Quoting

Accord Forms, Supplemental Forms, Carrier Portals

Commercial Quoting

Accord Forms, Supplemental Forms, Carrier Portals

Commercial Quoting

Accord Forms, Supplemental Forms, Carrier Portals

Policy Checking

To avoid E&O

Policy Checking

To avoid E&O

Policy Checking

To avoid E&O

Entry into AMS

Policy Details, Direct Bill Reconciliation, Agency Bill Reconciliation

Entry into AMS

Policy Details, Direct Bill Reconciliation, Agency Bill Reconciliation

Entry into AMS

Policy Details, Direct Bill Reconciliation, Agency Bill Reconciliation

Welcome Package

To Insured Post Sale

Welcome Package

To Insured Post Sale

Welcome Package

To Insured Post Sale

Advantage: Increased bind ratio and compliance

4. Renewal Preparation

Endorsements
Endorsements
Endorsements
Certificates
Certificates
Certificates
Cancellations
Cancellations
Cancellations

Advantage: Higher renewal ratio and higher cross selling

5. Technology Integrations

Create renewal summaries
Create renewal summaries
Create renewal summaries
Renewal notices & payment dues
Renewal notices & payment dues
Renewal notices & payment dues
Remarketing
Remarketing
Remarketing

Advantage: Speed and customer satisfaction

Our Custom Tailored Approach

We believe in a targeted approach to solving your agency's unique challenges. Our proven process ensures we deliver solutions that address your specific needs and drive long-term productivity gains.

1

Hear Your Needs

Identify the pain-points in your insurance agency operations and technology infrastructure.

2

Conduct Detailed Analysis

Prioritize your pressing problems and solve for the root cause issues to give long term productivity.

3

Prepare Customized Roadmap

We believe in a targeted approach customized for your specific business needs and technology stack.

1

Hear Your Needs

Identify the pain-points in your insurance agency operations and technology infrastructure.

2

Conduct Detailed Analysis

Prioritize your pressing problems and solve for the root cause issues to give long term productivity.

3

Prepare Customized Roadmap

We believe in a targeted approach customized for your specific business needs and technology stack.

1

Hear Your Needs

Identify the pain-points in your insurance agency operations and technology infrastructure.

2

Conduct Detailed Analysis

Prioritize your pressing problems and solve for the root cause issues to give long term productivity.

3

Prepare Customized Roadmap

We believe in a targeted approach customized for your specific business needs and technology stack.

The Assuretrac Advantage

Operational Transparency



Comprehensive dashboarding to track all activities


Tech & Tools

Cutting-edge solutions for maximum efficiency



Process Ownership

Self-assign tasks for better accountability


Industry Expertise

Deep knowledge of insurance operations and technology

Connect with us!

Connect with us!

Don't let your goals sit idle—slide into our inbox and let's make magic!

FREE trial (No-commitment, No Clause)
Free Onboarding
No Hidden Fee
Partnership Offers across the eco-system (Divert costs from servicing to marketing/education)

Don't let your goals sit idle—slide into our inbox and let's make magic!

FREE trial (No-commitment, No Clause)
Free Onboarding
No Hidden Fee
Partnership Offers across the eco-system (Divert costs from servicing to marketing/education)