End-to-End Insurance Policy Management Software
Streamline issuance, endorsements, renewals, compliance, and reporting—all in one platform.
What Sets Us Apart!
AI-driven automation engine.
End-to-end policy lifecycle support across lines.
Modular design for scalability.
White-labeling option and multilingual capabilities.
Dedicated support and onboarding
Specialized experience in InsurTech delivery and policy admin systems
Who is it for?
Tailored for Every Stakeholder in Insurance
We designed this solution with all insurance roles in mind—carrier, MGA, broker, agency, or compliance pro.
Insurance Carriers (Life, P&C, Health)
We understand you're balancing product setup, underwriting, renewals, and audit-ready compliance. Our platform consolidates that into a single digital process.
MGAs & MGUs
You require a quick product rollout and tight management of endorsements. Our modular platform offers you that freedom and control.
Insurance Brokers & Agencies
You juggle policy issuance for many carriers, handle endorsements and track commissions. Our platform simplifies agent dashboards with real-time updates.
Compliance & Operations Teams
You demand traceability, regulatory tracking, audit logs, and role‑based controls. Our solution delivers it out of the box.
Everestek offers flexible, automation-focused Insurtech solutions that adapt to your product lines and operational needs.
Real Value for Insurers Today
Quicker Policy Lifecycle
Issue, endorse, and renew policies in hours, not days.
Improved Digital Experience
Policyholders and agents both receive quicker, self-service capabilities.
Reduced Costs
Automation cuts down on manual entry and error handling.
Enhanced Risk Controls
AI-enabled underwriting assists with risk management and mispricing reduction.
Best-in-class Compliance Confidence
End-to-end traceability, encrypted data, and audit logs ensure you remain compliant.
Comprehensive Policy Administration System
Policy Lifecycle Management
- Design digital policy templates from scratch.
- Manage endorsements, renewals, and cancellations with version control.
- Track approvals, notices, and policy changes in real time.
Workflow Automation & AI
- Generate policy documents and certificates from intelligent templates.
- Automate underwriting rules with AI-driven workflows.
- Apply task-level approvals and business rules with minimal human effort.
Document & Reporting Tools
- Auto-generate all policy documents and certificates.
- Access dashboards with key metrics—policy counts, renewals, and mid-term changes.
- Gain full visibility into policy performance and activity trends.
Compliance & Security
- Stay ahead with automated monitoring of regulatory updates.
- Maintain complete audit trails for every policy change.
- Secure data with encryption at rest and role-based access control.
Seamless Integrations
- Connect effortlessly through open APIs to CRM, billing, and claims systems.
- Integrate with legacy policy software—cloud-native or on-premise.
- Enable frictionless data flow across all insurance operations.
Customer & Agent Portals
- Offer self-service portals for policyholders to view policies and payments.
- Empower agents with dashboards for managing clients and issuing endorsements.
- Generate quotes instantly and enhance customer engagement.
Scalable. Modular. Multi‑Line Ready..
Supports multiple lines of insurance — Life, Health, and Property & Casualty.
Built on a modular architecture — start with policy administration, then add billing, claims, or agent modules as needed.
Offers flexible deployment options — host on the cloud or in your own data center.
Real Value for Insurers Today
Quicker policy lifecycle: Issue, endorse, and renew policies in hours, not days.
Improved digital experience: Policyholders and agents both receive quicker, self-service capabilities.
Reduced costs: Automation cuts down on manual entry and error handling.
Enhanced risk controls: AI-enabled underwriting assists with risk management and mispricing reduction.
Best-in-class compliance confidence: End-to-end traceability, encrypted data, and audit logs ensure you remain compliant.
What Our Client Says
Partnering with Everestek has been a transformative experience for Silver Eel. They took us from having no tech infrastructure to a fully functional, comprehensive insurance platform. Their innovative solutions, such as the instant quote feature and agent onboarding system, have allowed us to expand our offerings and streamline operations. Everestek’s technical expertise and ability to understand our business needs have been invaluable in helping us serve our clients more efficiently.
Peter Gaillard
Founder, Silvereel Technologies
From Setup to Success in 5 Steps
Discovery & Process Mapping
We begin with workflow mapping and existing expectations.
Platform Configuration & Customization
We then configure templates, rules, portals, and branding—no-code wherever feasible.
Data Migration & Integration
We migrate your legacy policy data and integrate with CRMs, billing, or claim engines.
Training & User Onboarding
We train policy admins, underwriters, agents, and operations teams for day-one usability.
Go Live & Continuous Support
We facilitate rollout and remain with you through regular upgrades and enhancements.
FAQs
How long does implementation take?
Can we integrate with current billing or claim systems?
Does it support endorsements and renewals?
Can agents use self-service?
How is compliance handled?
We Connect with Your Favourite Tools
Integrations
Get In Touch
For any business-related questions or partnership opportunities, feel free to reach out to us at hello@everestek.com. We're here to assist you!