Technology Solutions for the Insurance Industry

Insurance tech dashboard and documents

The insurance industry is embracing digital transformation to improve customer experience, streamline operations, and manage risk more effectively. CodnestX builds tailored software solutions that enable insurers, brokers, and agencies to automate workflows and deliver secure, efficient digital services.

Challenges Faced by Insurers

  • Manual and paper-heavy underwriting and claim processes
  • Lack of real-time customer portals for policy access
  • Slow turnaround time in claims and servicing
  • Limited integration between sales, service, and back office
  • Increasing need for digital self-service and automation
Insurance advisor using digital tools

CodnestX Insurance Tech Capabilities

Policy Management Systems

Manage life, health, auto, or general insurance policies in a centralized dashboard with tools for renewals, endorsements, and compliance tracking.

Customer Portals

Enable customers to log in, view policy details, make premium payments, and track claims — all from a secure digital interface.

Claims Automation

Automate claims initiation, verification, document collection, and final approval. Reduce delays and enhance customer satisfaction.

Agent & Broker Tools

Equip agents with CRM-enabled mobile dashboards to manage leads, check commission reports, and issue instant quotes.

Insurance agent working on digital platform

Platform Features We Offer

  • Customer onboarding and KYC verification
  • Premium calculators and policy comparison tools
  • Automated alerts for renewals, dues, and claim updates
  • Role-based dashboards for customers, agents, and back office
  • Secure document upload and e-signature integration

Industries Served

  • Life Insurance
  • Health Insurance
  • Auto and Motor Insurance
  • General & Commercial Insurance
  • Insurance Brokers and TPAs