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.
Our Milestones
Happy Clients
Projects Delivered
Success Rate
Industry Veterans Leading the Way
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
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
Innovative Technology Solutions for Financial Services
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
AI Implementation for Insurance
- 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
DevOps for Insurance Platforms
- 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
Quality Assurance for Insurance
- 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
Quality Ops
Dev Ops
SecOps
AI Services (ML, NLP, GenAI)
Digital Enablement
Automation
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
Form Building
Integration
OneShield
DuckCreek
Guidewire
Post Implementation Support
Migration
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
Non-payments
E-sign Pending
Non-renewals
Tasking the AM on time
Claims
E-sign
Policy Modifications
Updating AMS
Advantage: Increased compliance and higher retention
2. Insured's Requests
Endorsements
Certificates
Cancellations
Advantage: Speed and customer satisfaction
3. New Business Support
PL Quoting
ITC Rater, EZLynx Rater, Carrier Portals
Commercial Quoting
Accord Forms, Supplemental Forms, Carrier Portals
Policy Checking
To avoid E&O
Entry into AMS
Policy Details, Direct Bill Reconciliation, Agency Bill Reconciliation
Welcome Package
To Insured Post Sale
Advantage: Increased bind ratio and compliance
4. Renewal Preparation
Create renewal summaries
Renewal notices & payment dues
Remarketing
Advantage: Higher renewal ratio and higher cross selling
The Assuretrac Advantage
Our approach to insurance virtual assistant services sets us apart from traditional BPO providers, delivering exceptional value to your agency.
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