Claims in hours, not weeks. Portals your agents actually want to use.

Yes, and this is typically the most technically complex part of the project, which is why we dedicate a full phase to it. We have integration experience with Guidewire, Duck Creek, Applied Epic, and a range of proprietary policy admin systems using REST APIs, SOAP web services, and direct database connectors. We build an integration middleware layer so the portal is decoupled from your core systems, meaning you can upgrade or replace either side independently.

We build configurable compliance controls into the portal architecture: jurisdiction-specific disclosure text, required field validation by state, and exportable audit reports formatted for common state DOI requirements. We work with your compliance team to map requirements before development begins and can support you through regulatory review if required. We are not a law firm and recommend engaging your compliance counsel for final sign-off on regulatory filings.

Data migration is a structured, phased process with full reconciliation at each stage. We start with a data audit to assess quality and completeness, build ETL pipelines with transformation rules, run parallel processing to validate accuracy, and provide row-level reconciliation reports before any cutover. We always build a rollback plan and recommend a pilot migration of a representative data subset before committing to full migration.

The portal is built on Azure with horizontal auto-scaling, so compute capacity expands automatically with load. We design the database tier with read replicas and caching for query-heavy operations, and the multi-tenant architecture supports new agents, new lines of business, or acquired portfolios without architectural changes. We provision infrastructure as code (Terraform) so new environments and regions can be spun up in hours.

All data is encrypted at rest (AES-256) and in transit (TLS 1.3). Policyholder identity is managed through Azure AD B2C or Entra External Identity with MFA enforcement. Secrets and API keys are stored exclusively in Azure Key Vault. We implement least-privilege access controls across all user roles, maintain detailed audit logs for every data access event, and conduct penetration testing before production launch.

Yes. Multi-tenancy and white-labelling are built-in design considerations, not afterthoughts. Each agency or broker channel can have its own branded subdomain, colour scheme, logo, and custom disclosure text while sharing the same underlying platform. This significantly reduces per-channel cost compared to building separate portals and makes centralised compliance updates straightforward.