SaaS
SaaS
Designed specifically for insurance brokers, corporate agents, POSP networks, and agencies. Master 4-tier cascading product taxonomies, product-specific 9-stage claims, 60-day renewal pipelines, and server-authoritative GST/TDS tax accounting.
Insurely OS — Executive Operations Cockpit
| Policy Number | Client / Insured | Underwriter | LOB / Product | Gross Premium | Status |
|---|---|---|---|---|---|
| POL-2026-9481 | Ananya Sharma (Retail Individual) | HDFC ERGO General | Motor · Private Car (Comprehensive) | ₹28,450.00 | Active |
| POL-2026-9482 | Reliance Logistics LLP | ICICI Lombard | Marine · Specific Voyage (Open Cover) | ₹1,45,000.00 | Active |
| POL-2026-9483 | Dr. Rajesh Mehta | Star Health & Allied | Health · Family Floater (₹25L SI) | ₹34,800.00 | Renewal Due |
Insurely does not simplify or flatten insurance operations. Every insurance workflow is governed with structural fidelity, strict calculations, and multi-tenant plan gating.
Full cascading classification: Line of Business (LOB), Main Product, Product Type, and Sub-Product Type. Maps Motor, Health, Life, Marine, Fire, and Commercial risks.
Context-sensitive input generation rendering vehicle specs, pre-existing diseases, sum insured, and custom surveyor requirements dynamically per line of business.
Intelligent lifecycle governance: Intimated, Survey, Repair, Documents, Settlement, Payment, Settled. Automatically suppresses irrelevant physical stages for Health and Life lines.
Automated renewal forecasting. Lapsed policies can be renewed with 1-click chaining or marked lost, which immediately converts them into next year's lead generation pipeline.
Deterministic financial computations for OD, TP, Net, GST (18%), TDS, and brokerage commission basis. Client scripts can never manipulate underlying figures.
Computes the mathematical union across dynamic market-capture fields across all policies. Exports high-resolution Excel registers, CSV sheets, and PDF Claim Dossiers.
How data transitions seamlessly through Insurely's state machine without manual duplicate re-entry.
Engineered to isolate platform administrative governance from high-velocity operational business records.
Manages platform tenancy (companies), subscription plan limits, usage quotas, user authentication credentials via Bcrypt, and system-wide settings.
max_policies, max_claims)
Houses high-volume operational records partitioned strictly under companies/{id}/* subcollections to ensure zero cross-tenant leakage.
TenantCacheService + In-browser SWRChoose the plan that matches your organization's operational scale and feature requirements.
Clear answers regarding multi-tenancy, regulatory compliance, data privacy, and operations.
companies/{company_id}/*). The TenantContext middleware ensures that cross-tenant queries are physically impossible. System users never have direct access to raw database credentials.