Insurance compliance management software that keeps you audit ready

Insurers answer to many rulebooks at once: NAIC model laws and state filings in the US, Solvency II and IFRS 17 in Europe, and privacy laws such as GDPR, CCPA, and HIPAA. Each one changes on its own timetable.

When the evidence sits in spreadsheets and email, every exam turns into a hunt. A missed notice or a lapsed license can bring a fine, and finding the gap often costs more than fixing it.

A rule only matters where it touches your work. We map each regulation to the products, forms, notices, and steps it governs, by jurisdiction, so a change shows exactly who has to act.

When a state revises a notice period, the rule changes once and every renewal after it follows. Your compliance team approves the change before it takes effect.

InsureEdge records every step: who opened a record, what changed, when, and under which role. Agents sign in as users with their own permissions, so their work sits on the same record as everyone else's.

An examiner's question about one policy is answered from the trail, not rebuilt from memory. The same trail serves your internal audit and your security reviews.

Policy and claims in InsureEdge already work with AI agents, so the checks run as the work happens: a form version, a notice deadline, a claim letter due within a set number of days. Each flag shows the rule and the record, and a person decides what to do.

Because the check runs on every file, you see patterns early, such as one office that keeps missing the same deadline.

• Form versions checked against state filings
• Notice and letter deadlines tracked per file
• Approvals checked against each person's authority

Licenses, appointments, and continuing education for producers are tracked in InsureEdge's distribution module, with reminders before each renewal. A sale or a payout tied to a lapsed license is held until someone resolves it.

Agents for distribution follow accounts, policy, and claims, which already work with them. Until then, the module runs through its own screens and APIs.

Who can approve what is set in the platform layer: roles, permissions, approval limits, and workflows. A claim above an adjuster's authority goes to the next person, and the reason is recorded.

The same controls apply to agents. An agent drafts and checks, and a person with the right authority approves.

Insurance rules change constantly, and the insurer carries the burden of proof. Compliance software ties each rule to the work it governs, checks that work as it happens, and keeps the evidence. You catch a missed step in days instead of during an exam.

Every step already sits on the record with its owner, time, and rule, so audit prep becomes a search instead of a project. Your team retrieves the history of a policy or a claim without asking around. Examiners get a consistent, organized record.

A stand-alone tool tracks obligations but can't see the policies and claims where they're met or missed. Here the checks run inside the work, on InsureEdge or beside the core you run. The rules, the work, and the evidence share one record.

Yes. Every InsureEdge function is an API, and we work beside Guidewire, Duck Creek, Majesco, Sapiens, Insurity, EIS, OneShield, and homegrown systems. Your core keeps the record, and the checks read from it.

It depends on the number of lines, jurisdictions, and processes you want covered, and on whether you host it yourself. We start with a five-day review of one process, then price the build and the running cost against what it saves. You see the number before you commit to more.

No. Agents check work against your written rules and flag what breaks one, and a person decides every time. Each check, flag, and decision is on the record, including which rule the agent applied.