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
+
Happy Clients
+
Happy Clients
+
20
Happy Clients
+
Projects Delivered
+
Projects Delivered
+
50
Projects Delivered
%
Success Rate
%
Success Rate
%
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)