Insurance Integration Platform
Connect your policy admin, claims, CRM, and billing systems — so policies, claims, and payments stay reconciled across every platform, without a spreadsheet holding it together.
Insurance carriers and brokers use Koodisi to automate claims processing, policy administration, compliance reporting, and client onboarding — with the governance and audit trail that regulated insurance operations require.
The integration problems behind the backlog
Three integration problems Koodisi was built to solve for insurance teams.
Intake
A new claim starts as an email, not a record
First notice arrives by email, portal, or phone, and someone rekeys it into the claims system. The handoff is manual, the timestamp is whenever a person got to it, and the data quality depends on who typed it.
Routing
Assignment rules live in someone's head
Which adjuster gets which claim depends on type, coverage, and severity — logic that ends up buried in code or tribal knowledge. When the rule changes, nobody can confirm what it was before, or who approved the change.
Reconciliation
Policy admin and billing disagree on what's owed
A policy change in one system reaches billing on the next batch, so premium, coverage, and invoice each reflect a different moment in time. The break surfaces when a customer disputes an amount.
Claims Processing
Manual claims handling is slow, error-prone, and expensive. Koodisi automates the triage, routing, and status update workflows that make up most of the claims lifecycle.
- First Notice of Loss (FNOL) intake and automatic claim record creation
- Claim triage and routing to the correct adjuster based on type and coverage
- Status update notifications to claimants and agents automatically
- Subrogation and recovery workflow triggers on claim closure
Policy Administration and Underwriting
Policy data flows between multiple systems — CRM, policy admin, and reinsurance platforms. Koodisi keeps them in sync and automates the approval workflows in between.
- New business application routing to underwriting with automated data capture
- Policy issuance data sync across policy admin, CRM, and billing systems
- Renewal workflow automation with configurable underwriting rules routing
- Endorsement and cancellation processing across connected systems
Compliance and Regulatory Reporting
Insurance is one of the most heavily regulated industries. Koodisi makes compliance workflows repeatable, auditable, and less reliant on manual effort.
- Report data aggregated from policy admin, claims, and finance systems on a schedule
- Exception detection in-flow with escalation routing to the right team
- Execution logs capturing user, timestamp, inputs, and outputs for every run
- Alert routing that opens an investigation case record automatically
Why Koodisi for Insurance
- Full audit trail
- Every workflow execution logged with user, timestamp, inputs, and outputs — ready for regulatory examination.
- RBAC and access governance
- Role-based access control ensures adjusters, underwriters, and compliance teams only access what they need.
- Multi-system data sync
- Policy, claims, and client data stays current across CRM, policy admin, and billing platforms in real time.
- Approval workflow automation
- Configurable approval chains for underwriting, claims settlements, and policy exceptions — with full decision audit trail.
- Decision tables for rating and routing
- Model eligibility checks, claim routing, and referral thresholds as a readable grid instead of nested code — verifiable by the people who own the rule.
- Fallout management with Engage
- Failed transactions route into a managed retry and fallout queue with transaction logs, rather than an email alert nobody owns.
- Execution-level observability
- Error counts, P50 and P99 latency, and per-activity Gantt traces for every run. Production metrics are retained for three months.
Every system in your insurance stack
Connect the platforms your teams already run — through native activities where they exist, and through Koodisi’s REST Client for everything else.
Policy & claims
- Policy admin systems via REST Client
- Claims platforms via REST Client
- Message broker streams
- SFTP file exchange
CRM & servicing
- Salesforce
- ServiceNow
- Microsoft Dynamics 365
- HubSpot
Finance & billing
- Oracle NetSuite
- SAP
- Relational databases
- Payment gateways via REST Client
Documents & formats
- XML and JSON conversion
- CSV and fixed-width
- Compression and encryption
- Diff and compare
Identity & access
- SAML and OAuth providers
- Identity Provider activities
- API Manager client profiles
Data & reporting
- AWS S3
- Azure Storage
- Data Tables
- Google Cloud
Don’t see your system? Anything with an API connects through Koodisi’s REST Client — no waiting on a vendor roadmap.
Browse all connectors →FAQ
Common questions
What insurance teams ask before they build on Koodisi.
Want to go deeper? Talk to a solutions architect.
From the Blog
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