B2B SaaS Platform for Insurance Brokers
Insurance brokers were managing policies, renewals, and claims through spreadsheets and email, leading to missed renewals and compliance gaps.
Team
8 engineers + 1 insurance domain expert
Timeline
22 weeks end-to-end
Client
Insurance Technology Startup
Outcomes Delivered
0%
Missed Renewals (from 12%)
320+
Broker Firms Onboarded
4.6/5
Platform NPS Score
How we delivered it
Designed a multi-tenant architecture with strict data isolation between broker firms, supporting white-labelling for each tenant.
Built an automated renewal engine that calculates renewal dates, generates client-facing renewal notices, and escalates non-responses.
Implemented a claims tracking module with document upload, status workflow, and insurer integration via API for real-time claim updates.
Developed a regulatory reporting module that auto-generates FCA and Lloyd's compliance reports from policy data.
Launched with a freemium model — 50 policies free, then subscription — driving 320+ broker firm sign-ups in the first 6 months.
What we built
Built a multi-tenant SaaS platform with policy management, automated renewal reminders, claims tracking, and regulatory reporting.
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