Configure Your Core—Your Way
Build products, import rates, define rules, and set compliance controls through a guided onboarding journey. Bring your existing documents—Sol-Insure helps structure them into a usable configuration model.
Six Simple Steps to Go Live
A step-by-step approach designed to keep configuration controlled and auditable—so you can move quickly without losing governance.
Drop your files here
Product Configuration
Define products with structured components—coverage, limits, deductibles, endorsements, and documents. Import policy wordings, specs, and manuals to accelerate setup and reduce configuration drift.
What you can configure:
- Coverage structure (limits, deductibles, sublimits)
- Terms, endorsements, and schedules
- Document templates and outputs
- Product rules and validations (baseline)
Accepted documents:
Rates & Calculations
Build rating logic using a visual model—or generate a baseline using structured prompts and refine with your underwriting team. Support multi-factor rating, taxes/fees, and commission logic.
Rate configuration options:
- Multi-dimensional factors (territory, vehicle, construction, occupancy, etc.)
- NCB/NCD structures with eligibility rules
- Taxes/fees by jurisdiction and effective date
- Commission tiers, overrides, and splits
Just ask: "Create property rates based on construction type and sum insured bands" — and our AI will generate complete rate tables, factor matrices, and calculation rules.
Business Rules Engine
Turn underwriting guidelines into enforceable rules—referrals, requirements, validations, and workflow triggers—without custom code.
Rule Categories:
Underwriting
- Risk acceptance criteria
- Auto-decline triggers
- Referral thresholds
Validation
- Required documents
- Data completeness
- Cross-field checks
Workflows
- Approval chains
- Notifications
- Escalations
Regulatory Compliance
Configure jurisdiction-specific requirements, reporting templates, audit trails, and screening checkpoints—so compliance is part of the workflow, not an afterthought.
Compliance Features:
- Pre-built templates for Caribbean regulators
- IFRS-17 compliant data structures
- Automated KYC/AML screening integration
- Complete audit trails with timestamps
Users & Permissions
Set up roles, permissions, and approvals with clear separation of duties. Support bulk imports and optional SSO—so access is controlled from day one.
User Management Features:
- Pre-built roles (Admin, Underwriter, Claims, Finance)
- Custom role creation with granular permissions
- Bulk user import from CSV/Excel
- SSO integration (SAML, OAuth)
Go Live
Run a structured readiness check, validate configuration, and launch with a controlled hypercare window—so early production is stable and measurable.
Launch includes:
- Pre-launch validation and test plan
- Role-based enablement sessions
- Hypercare support window
- Ongoing support and optimization
From Transactions to IFRS-17 Reports
Capture consistent operational data—then prepare it for IFRS-17 workflows, disclosures, and actuarial exports. Reduce reconciliation effort by keeping policy, claims, billing, and reinsurance aligned at the source.
Data Sources
IFRS-17 Reports
Ready to see the onboarding journey end-to-end?
We'll walk you through product setup, rating, rules, controls, and reporting—mapped to your lines of business and operating model.