A templating system for nice-looking insurance documents.
Define your schedules, certificates, and receipts once as templates. Auto-fill them with quote, policy, customer, and asset data. Generate manually, through your integrations, or via the API.
Insurance is not a product you can ship in a box. Off-the-shelf SaaS asks you to bend around their software. We don't work that way.
InsureOS is a bespoke service built on shared infrastructure. The platform is the same for every insurer. The setup never is.
We partner with each insurer one by one. We map your rates, build your forms, and wire your integrations, all the way through to production.
Everything we set up is editable from the admin portal. Change rates, tweak forms, adjust rules. No tickets, no waiting.
Independent doesn't mean alone. We're a message away whenever you'd rather have a hand on the wheel.
Define a nice-looking schedule, certificate, or receipt once as a template. Auto-fill it with quote and policy data, and generate the document manually, through your integrations, or via the API.
| Section | Sum insured | Excess |
|---|---|---|
| Hull and machinery | $185,000 | $1,000 |
| Third party liability | $5,000,000 | $500 |
| Personal effects | $10,000 | $250 |
Anything you can build as a template: policy schedules, certificates of currency, quote letters, tax receipts, renewal invitations. Templates live in the admin portal and pull from the platform's quote and policy data.
Yes. We turn your current document into a template with merge fields, and the first generated schedule should look identical to the last one your prior platform produced.
Templates are edited in the admin portal. Merge fields cover quote, policy, customer, asset, and payment data. Conditional sections render optional covers only when the policy actually has them.
Three ways. Manually from the admin portal when an underwriter asks for one. Programmatically via the API from your own systems. Or through your platform integrations when a downstream system needs a fresh document.
They are templates like any other document. GST, fire-service levies, and any other line items can be itemised in the template. Jurisdiction-specific compliance documents can be added as their own template type.
Online quoting
Embed a real quote-to-bind flow
Automatic rating
Product definitions, rules, tables, explainable factors
Third-party integrations
Plug in the tools you already run
Payment collection
Cards, bank transfers, finance
Renewals
Re-rate, payments, automatic renewals
Automation
Webhooks, events, integrations
APIs
Headless when you need it