AI-Powered Self-Onboarding

Your Platform,
Your Way

Configure products, import rate tables, define business rules—all with AI assistance. Upload your documents and watch Sol-Insure transform them into a fully operational insurance platform.

Upload CSV, Excel, Word, PDF
AI Rate Generation
Live in 14 Days
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Six Simple Steps to Go Live

Each step is designed to be intuitive and self-service. Upload your documents, let our AI assist you, and watch your platform come to life.

1 Products
2 Rates
3 Rules
4 Compliance
5 Users
6 Go Live
Click on the numbers above to explore each step
or use arrow keys
Product Configuration

Drop your files here

PDF Excel Word CSV Images
I can help create your product structure from your documents...
01

Product Configuration

Define your insurance products with complete flexibility. Upload existing product specifications, policy wordings, or rate manuals—our system extracts and structures the information automatically.

What You Can Configure:

  • Coverage types, limits, and deductibles
  • Policy terms (annual, multi-year, short-term)
  • Endorsement templates and add-ons
  • Document templates (schedules, certificates)

Accepted Documents:

PDF Policy wordings, rate manuals
Excel Rate tables, factor matrices
CSV Bulk data imports
Word Specifications, guidelines
Images Logos, visual assets
AI Rate Generator

Create motor vehicle rates for drivers aged 17-75, with NCB discounts and territory factors

I'll create a comprehensive rate structure for you:

Age Band 17-25 Base × 1.45
Age Band 26-35 Base × 1.00
NCB 1 Year -10%
NCB 5+ Years -40%
Generating full rate table...
02

Rates & Calculations

Build sophisticated rating engines with our visual rate builder—or let our AI assistant create them for you. Simply describe what you need, and watch as complete rate structures are generated instantly.

Rate Configuration Options:

  • Multi-dimensional rating factors (age, territory, vehicle type)
  • NCB/NCD discount structures with rules
  • Taxes, levies, and government fees by jurisdiction
  • Commission structures with tiers and overrides
AI Assistant (Beta)

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.

Rule Builder
IF
Sum Insured > $500,000
AND
Risk Type = Commercial
THEN
Require Survey Report Refer to Senior UW
03

Business Rules Engine

Encode your underwriting guidelines, validation requirements, and workflow triggers. Our visual rule builder makes complex logic simple—no coding required.

Rule Categories:

Underwriting
  • Risk acceptance criteria
  • Auto-decline triggers
  • Referral thresholds
Validation
  • Required documents
  • Data completeness
  • Cross-field checks
Workflows
  • Approval chains
  • Notifications
  • Escalations
🇹🇹 CBTT
🇯🇲 FSC
🇧🇧 FSC
IFRS-17
GDPR
AML/KYC
04

Regulatory Compliance

Configure jurisdiction-specific requirements, reporting templates, and compliance checks. Stay audit-ready with complete transaction trails and automated filings.

Compliance Features:

  • Pre-built templates for Caribbean regulators
  • IFRS-17 compliant data structures
  • Automated KYC/AML screening integration
  • Complete audit trails with timestamps
Admin
Underwriter
Claims
Finance
Broker
05

Users & Permissions

Set up granular role-based access controls. Define who can see, edit, and approve different functions. Import user lists or create them one by 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)
14 Days
99.9% Uptime
24/7 Support
06

Go Live!

Once configuration is complete, run final validations and launch your platform. Our team provides hypercare support during the critical first weeks.

Launch Includes:

  • Pre-launch validation and testing
  • User training sessions
  • 2-week hypercare support
  • Ongoing 24/7 technical support

From Transactions to IFRS-17 Reports

Every policy, payment, and claim automatically feeds into our IFRS-17 engine. Watch your data transform into compliant financial reports.

Data Sources

📋
Policies
💰
Premiums
⚠️
Claims
🔄
Reinsurance
PAA Calculations CSM Tracking Risk Adjustment

IFRS-17 Reports

LRC Analysis Remaining Coverage
LIC Analysis Incurred Claims
CSM Movement Service Margin
Disclosures Full Package

Ready to Transform Your Operations?

Join insurers who went live in under 14 days with Sol-Insure's self-onboarding platform.

50+ Insurers Trust Us
15M+ Policies Processed
14 Days to Go Live
Get Started