Product · Operations platform for insurance offices
Insurance Office Management System.
Policies, customers and renewals in one place.
A platform concept for insurance office operations: policy records, customer management, renewals and the workflows around them. It is at an early stage. Nothing here is released or deployed.
- Type
- WEKRAM product
- Sector
- Insurance & financial services
- Built for
- Insurance agencies and advisersInsurance office staffOffice owners and managers
Planned scope
What we intend it to do.
Indicative only. This product is not released, and scope may change as we work with early users.
Policy records
Intended: one structured record for each policy an office handles.
Customer management
Intended: customer details and their policies kept together.
Renewals
Intended: upcoming renewals tracked so that none is missed.
Related workflows
Intended: the follow-ups and tasks that surround a policy, shaped with the offices that would use them.
Intended workflow
How work is meant to move.
Record. Customer and policy details are captured.
Intended roles
Everyone sees their part.
As a
Office owner / manager
- Intended: oversee policies, customers and renewals
Intended role model, subject to change.
Intended architecture
How it is planned to be layered.
Design principles
Designed to be answerable.
Customer data care
Customer and policy records are personal data. Role-based access is a design requirement.
A design intention for a concept. Not a claim about a released system.
This is an early-stage concept, not a released product. No demo is available. If you run an insurance office and would like to discuss it, register your interest.
Let’s build
Have a process that deserves better software?
Tell us what you’re trying to run. We’ll tell you honestly how we’d build it.