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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Cloud Insurance offers a comprehensive SaaS platform for managing insurance operations tailored for managing general agents (MGAs), carriers, brokers, and emerging insurance startups, functioning as the essential software rather than acting as an insurer itself. The platform encompasses nine distinct modules that facilitate the entire policy lifecycle, including a Product Engine for rapid product design and pricing, comprehensive management of Policies, AI-driven Claims processing, streamlined Distribution for partner onboarding, and robust Finance capabilities for accounting and invoicing. Additional features include a Customer Relationship Management (CRM) system, automated Workflow tools for underwriting and reminders, customizable Reporting dashboards, and advanced AI Machine Reading for efficient document handling. Policyholders benefit from a personalized Purchase Journey and a self-service My Account portal, while REST APIs enable seamless integration for creating customers, policies, and quotes from outside systems. Cloud Insurance can be deployed as a complete core system, a modular add-on, or a minimal viable product (MVP) platform, with pre-built offerings that cover various lines such as travel, dental, pet, health, payment protection insurance (PPI), and sports. This versatility allows businesses to adapt the platform to their specific needs and scale their operations effectively.

Description

We simplify the process of engaging with your business customers' financial information. Begin deploying tools designed to assess credit risk, automate financial accounting, and conduct thorough analytics. Ensure seamless reconciliation and keep your business customers' payables and receivables data in sync. With automated accounting reconciliation, you can also dynamically adjust credit limits by having read and write access to both accounting and payment data. Enhance your credit underwriting processes by utilizing precise and consistent data. Gain visibility into all customers and vendors, along with their respective invoices, bills, and payments, across any accounting system. Our priority is to uphold the highest standards of privacy, security, and compliance to protect both your and your customers’ sensitive information, ensuring a trustworthy environment for all financial transactions. Ultimately, our goal is to empower your business with tools that foster growth and efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Microsoft Dynamics 365 Business Central No 
NetSuite No 
Odoo No 
QuickBooks Online No 
Sage Accounting No 
Tally Shoper 9 No 
Wave Accounting No 
Xero No 
Zoho Books No 

Integrations

Microsoft Dynamics 365 Business Central Yes 
NetSuite Yes 
Odoo Yes 
QuickBooks Online Yes 
Sage Accounting Yes 
Tally Shoper 9 Yes 
Wave Accounting Yes 
Xero Yes 
Zoho Books Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cloud Insurance

Founded

2012

Country

Norway

Website

www.cloudinsurance.io

Vendor Details

Company Name

Integration Labs

Founded

2022

Country

India

Website

www.integrationlabs.co

Product Features

Insurance Claims Management

CRM No 
Claims tracking No 
Customer portal No 
Document management No 
EDI data exchange integrations No 
Electronic claims No 
Fraud management No 
Reporting No 

Alternatives

Alternatives

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