Unify underwriting, claims, and finance on a single, configurable platform. Built for managing agents and general underwriters who need multi-carrier, multi-currency, and multi-line capability out of the box.
SolveFins provides a modern, cloud-based platform purpose-built for MGAs and MGUs. Automate end-to-end underwriting, claims, finance, and compliance processes with configurable workflows, multi-currency support, and enterprise-grade security.
Visual flow designer, configurable data models, and end-user configurable workflows. No-code/low-code approach means your team adapts the platform, not the other way around.
Independent modules for Underwriting, Claims, Accounts, and Data Mesh — allowing easy substitution, integration, and independent scaling as your business grows.
Industrial-grade security at the platform level with configurable multi-level model. ISO 27001 certified, supporting auditing and forensics.
Handle complex, multi-carrier products, layered structures, multiple currencies, and territory-specific tax rules — all within a single platform deployment.
Each module is independently deployable yet deeply integrated — enabling a phased approach to digital transformation without disrupting existing operations.
End-to-end policy lifecycle management — from submission to binding, issuance, endorsements, renewals, and cancellations.
Full lifecycle claims management integrated with CRM and underwriting — from FNOL to final settlement.
A comprehensive finance module covering premium accounting, general ledger, claims accounting, and settlement reconciliation — purpose-built for MGU/A financial operations. Features intelligent digestion of broker remittance advice formats for automated invoice reconciliation, eliminating manual matching effort.
Comprehensive data warehouse, ETL/ELT frameworks, and analytics capabilities that help MGAs reduce carrier compliance effort with configurable bordereaux reports.
Future-proof your operations with a modern, configurable platform built on Salesforce, AWS/Azure, and Snowflake — a long-term investment in operational excellence.
No-code/low-code platform — configure workflows, data models, and UIs without engineering.
Automated underwriting, claims, and finance workflows reduce cycle times dramatically.
Cloud-native architecture on Salesforce and AWS/Azure with guaranteed availability SLAs.
Enterprise security with ISO 27001 certification for information security management.
Broker Portal and Direct Portal — ready-to-deploy with full workflow access via API for custom integrations.
Underwriting, Claims, Accounts, and Data Mesh — deploy together or phase in independently.
SolveFins connects every step of the MGU/A workflow — broker engagement, underwriting, policy issuance, claims management, finance, and carrier reporting.
CRM-driven lead generation, pipeline analysis, renewal management, and marketing — with broker portals for submissions and queries.
Risk profile capture, underwriting analysis, rating, policy binding and issuance. Support for new business, renewals, endorsements, and cancellations.
Invoice generation, premium collection, taxes and duties handling, payment ledgers, and reconciliation with carriers and brokers.
Claims registration to finalisation — multi-line claim analysis, reserve management, payment scheduling, and cash planning.
Configurable premium and claims bordereaux reports, portfolio performance analytics, and direct integration to carrier systems.
Inbuilt document generation using configurable templates — produce policy documents, certificates, invoices, and bordereaux reports automatically with dynamic data merge.
Integrated Geocoded National Address File (GNAF) address encoding and lookup — validate, standardise, and geocode Australian addresses in real time during risk capture.
Intelligent ANZSIC code lookups for more accurate policy segmentation — automatically classify business activities to the correct industry codes for precise risk assessment and pricing.
Support for complex rating models with multiple versions — define, version, and deploy sophisticated rating algorithms with full audit trail and rollback capability.
Join leading MGAs and MGUs in Australia and the UK who are modernising their underwriting, claims, and finance operations with SolveFins Workflow.