The Complete Insurance Technology Stack for Modern Agencies
From agency management systems to cutting-edge automation platforms, we master the entire technology ecosystem that powers successful insurance operations. Our comprehensive stack expertise ensures seamless integration, optimal performance, and scalable growth.
We empower businesses and insurance agencies to scale through automation, AI, and custom technology solutions, covering everything from core AMS platforms to advanced automation and integration tools.
Robotic Process Automation Stack
- Robotic process automation (RPA) development and deployment
- Insurance-specific automation workflows
- Process mining and optimization
- Bot maintenance and monitoring
⚡ Microsoft Power Platform
- Power Automate - Workflow automation and integration
- Power Apps - Custom application development
- Power BI - Business intelligence and analytics
- Power Virtual Agents - Chatbot development
🎯 Zapier Integration
- No-code workflow automation
- Multi-platform connectivity
- Trigger-based process automation
- Third-party application integration
🔧 Custom RPA Solutions
- Insurance-specific automation bots
- Policy renewal processing automation
- Commission reconciliation workflows
- Document processing and filing systems
AI & Machine Learning Platforms
🧠 Azure AI Services
- Cognitive Services for document processing
- Machine Learning model development
- AI-powered data analysis and insights
- Natural language processing for documentation
📊 OpenAI Integration
- Chatbot development and conversational AI
- Content generation and documentation
- Automated communication systems
- Intelligent data processing
🎯 Custom AI Solutions
- Document classification and processing
- Predictive analytics for insurance operations
- Risk assessment automation
- Client behavior analysis and insights
Cloud & Infrastructure Platforms
Microsoft Cloud Ecosystem
☁️ Microsoft 365
- SharePoint - Document management and collaboration
- Teams - Communication and workflow integration
- Outlook - Email automation and management
- OneDrive - File storage and synchronization
🏗️ Azure Cloud Services
- Virtual machines and hosting
- Database services and management
- Security and compliance tools
- Backup and disaster recovery
Google Cloud Platform
📧 Google Workspace
- Gmail for Business - Professional email systems
- Google Drive - Cloud storage and collaboration
- Google Docs/Sheets - Document creation and management
- Google Calendar - Scheduling and appointment management
🔧 Google Cloud Services
- Compute Engine - Virtual machine hosting
- Cloud Storage - Scalable file storage
- BigQuery - Data analytics and reporting
- Cloud Functions - Serverless automation
Amazon Web Services (AWS)
🚀 Core AWS Services
- EC2 - Virtual server hosting
- S3 - Object storage and backup
- RDS - Managed database services
- Lambda - Serverless function execution
Salesforce Ecosystem
💼 Salesforce Sales Cloud
- Lead management and opportunity tracking
- Salesforce consulting and implementation
- Custom object development and automation
- Integration with insurance-specific workflows
📊 Salesforce Service Cloud
- Case management and client support
- Knowledge base and documentation
- Automated service workflows
- Client portal development
🔧 Salesforce Integration:
- Applied Epic bidirectional sync
- Commission tracking and reporting
- Policy renewal management
- Client communication automation
ZoInsure - Our Proprietary Platform ZoInsure delivers an innovative, all-in-one management system tailored for modern insurance agencies. Built on the powerful Zoho One platform.
📋 Complete Zoho One Suite:
- Zoho CRM - Client relationship management
- Zoho Books - Accounting and financial management
- Zoho Projects - Project management and workflow
- Zoho Desk - Customer support and ticketing
- Zoho Creator - Custom application development
- Zoho Analytics - Business intelligence and reporting
- Zoho WorkDrive - Document management and collaboration
- Zoho Mail - Professional email and communication
🎯 ZoInsure Features:
- Policy lifecycle management
- Automated renewal workflows
- Commission tracking and reporting
- Client portal and self-service
- Mobile access and field productivity
- Integrated accounting and financial management
Business Intelligence Tools
📊 Microsoft Power BI
- Insurance-specific dashboard development
- Real-time performance monitoring
- Financial reporting and analytics
- Client behavior analysis
📈 Tableau Integration
- Advanced data visualization
- Complex report development
- Multi-source data integration
- Executive dashboard creation
🔧 Google Analytics & Data Studio
- Website performance tracking
- Client behavior analysis
- Marketing campaign effectiveness
- Custom report development
Insurance-Specific Analytics
📋 Applied Analytics
- Agency performance benchmarking
- Revenue and profitability analysis
- Client retention metrics
- Production tracking and reporting
🎯 Custom Analytics Solutions
- KPI dashboard development
- Automated report generation
- Performance monitoring systems
- Predictive analytics implementation
Accounting Platform Integration
💼 QuickBooks Integration
- Custom software development for accounting workflows
- Automated data synchronization
- Commission processing automation
- Financial reporting and analysis
📊 Sage Integration
- Agency-specific accounting workflows
- Multi-entity financial management
- Automated reconciliation processes
- Custom report development
🔧 Xero Integration
- Cloud-based accounting automation
- Bank reconciliation workflows
- Commission tracking and reporting
- Financial dashboard development
Commission Management Systems
💰 Direct Bill Processing
- Automated commission statement processing
- Carrier integration and data extraction
- Reconciliation workflow automation
- Exception handling and reporting
📋 Agency Bill Management
- Premium payable processing
- Producer commission automation
- Financial reporting and analytics
- Audit trail and compliance tracking
Mobile Application Development
📱 Native Mobile Apps
- Mobile and tablet app creation for insurance workflows
- iOS and Android development
- Field productivity applications
- Client portal mobile access
🔧 Progressive Web Apps (PWA)
- Cross-platform mobile solutions
- Offline capability development
- Responsive design implementation
- Mobile-optimized workflows
Productivity & Collaboration
⚡ Microsoft Teams Integration
- Communication workflow automation
- Document collaboration systems
- Video conferencing and training
- Project management integration
📋 Slack Integration
- Team communication automation
- Workflow notification systems
- Third-party application connectivity
- Custom bot development
Security Infrastructure
🛡️ Cybersecurity Tools
- Multi-factor authentication implementation
- Data encryption and protection
- Security monitoring and alerts
- Compliance reporting and auditing
🔐 Access Control Systems
- Role-based permission management
- Single sign-on (SSO) implementation
- Identity management solutions
- Audit trail and logging systems
Compliance Management
📋 Regulatory Compliance
- Insurance regulation adherence
- Data privacy protection (CCPA, GDPR)
- Document retention automation
- Compliance reporting systems
🔍 Audit & Monitoring
- Automated compliance checking
- Risk assessment tools
- Performance monitoring systems
- Exception reporting and alerts
API Development & Management
🔧 Custom API Development
- RESTful API creation and management
- Third-party system integration
- Data synchronization workflows
- Real-time communication systems
⚡ Integration Platforms
- Zapier automation workflows
- Microsoft Logic Apps
- AWS API Gateway
- Custom middleware development
Carrier & Vendor Integrations
🏢 Insurance Carrier APIs
- Policy download automation
- Commission statement processing
- Claims reporting integration
- Rate and form updates
📊 Third-Party Service Integration
- Credit reporting services
- Background check platforms
- Document signing services
- Payment processing systems
Our Tech Stack:
Front End Programming Languages
CSS (Cascading Style Sheets) is a programming language used to control the visual presentation and layout of HTML elements on a web page.
Website: https://www.w3.org/Style/CSS/
HTML5 is the latest version of the HyperText Markup Language used to structure and present content on the web, supporting modern multimedia and responsive design without relying on external plugins.
Website: https://html5.org/
Angular is a TypeScript-based web application framework developed by Google for building dynamic, single-page applications with a structured, component-driven architecture.
Website: https://angular.io/
JavaScript is a versatile, high-level programming language used to create interactive and dynamic content on websites, enabling features like animations, form validation, and real-time updates.
jQuery is a fast, lightweight JavaScript library that simplifies HTML document traversal, event handling, animation, and AJAX interactions for rapid web development.
Website: https://jquery.com/
Vue.js is a progressive JavaScript framework used for building user interfaces and single-page applications, offering a flexible and approachable architecture with reactive data binding and component-based development.
Website: https://vuejs.org/
UI/UX refers to the design and experience of a digital product, where UI (User Interface) focuses on the visual layout and interactive elements, while UX (User Experience) ensures the product is intuitive, efficient, and satisfying for users.
Bootstrap is a popular open-source front-end framework that helps developers quickly build responsive, mobile-first websites using pre-designed HTML, CSS, and JavaScript components.
Website: https://getbootstrap.com
React is a JavaScript library developed by Meta for building fast and interactive user interfaces using a component-based architecture and efficient virtual DOM rendering.
Website: https://react.dev/
Back End Programming Languages
.NET is a versatile, open-source development platform created by Microsoft for building a wide range of applications, including web, desktop, mobile, and cloud-based solutions using languages like C#.
Website: https://dotnet.microsoft.com
Python is a high-level, interpreted programming language known for its readability, simplicity, and versatility in building everything from web applications and automation scripts to data analysis and artificial intelligence solutions.
Website: https://www.python.org
Node.js is a runtime environment that allows developers to run JavaScript on the server side, enabling fast, scalable, and event-driven applications.
Website: https://nodejs.org/
Java is a versatile, object-oriented programming language designed for portability, performance, and security, widely used for building cross-platform applications from web and mobile to enterprise and embedded systems.
Website: https://www.java.com/
PHP is a widely-used, open-source server-side scripting language designed for web development, enabling dynamic content, database interactions, and robust website functionality.
Website: https://www.php.net
C# (C-sharp) is a modern, object-oriented programming language developed by Microsoft for building a wide range of applications on the .NET platform, including web, desktop, mobile, and game development.
Documentation: https://learn.microsoft.com/en-us/dotnet/csharp/