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Marketing, sales, and distribution.

Go beyond traditional channels to drive growth and increase customer loyalty.

Trusted by leading insurance organizations.


Digitized key processes and increased efficiency and visibility by implementing the Appian OPEN application.


Built one cohesive, global solution to connect hundreds of strategic business partners in 164 different countries.

  • Provide self-service portals.
    Increase communication and efficiency by delivering an agent/broker portal or a portal directly to policyholders.
  • Improve stakeholder collaboration.
    Empower agents, brokers, and underwriters to collaborate on the same processes in real-time via role-relevant views.
  • Streamling the quoting process.
    Increase quote capacity and expedite the quote process, from submission to book.
  • Gain insight into your entire book.
    Create a 360-degree view of data from all sources, including legacy systems, spreadsheets, and more.
  • Integrate multiple systems.
    Provide an end-to-end view of onboarding and agent and intermediary licensing checks through performance management.
  • Streamline the onboarding process.
    Digitize the onboarding process, reducing the need for paper documents and enabling agent self-service.
  • Track and report in real-time. 
    Easily track goals, KPIs, compliance, and more to help onboard and train new agents quickly.
  • Stay ahead of changing needs.
    Proactively respond to agency needs, including agent M&A activity and claim activity.
  • Leverage seamless integrations.
    Unify data from multiple systems into a 360-degree view, including CRMs, call centers, and policy systems.
  • Increase efficiency and productivity.
    Easily manage business processes, incorporate customer-centric data, and provide real-time analytics.
  • Implement and adapt at speed.
    Automate complex processes, increase time to market for new products, and quickly adapt business functions.