Engineered specifically for insurance brokerages, corporate agents, and POSP networks. Master 4-tier product taxonomies, 9-stage claims precision, 60-day renewal pipelines, and server-authoritative GST/TDS tax accounting.
Here is the summary of overall data
Insurely does not simplify or flatten insurance operations. Every workflow is governed with structural fidelity, strict calculations, and multi-tenant plan gating.
Full cascading classification: Line of Business (LOB), Main Product, Product Type, and Sub-Product Type. Maps Motor, Health, Life, Marine, Fire, and Commercial risks.
Context-sensitive input generation rendering vehicle specs, pre-existing diseases, sum insured, and custom surveyor requirements dynamically per line of business.
Intelligent lifecycle governance: Intimated, Survey, Repair, Documents, Settlement, Payment, Settled. Automatically suppresses irrelevant physical stages for Health and Life lines.
Automated renewal forecasting. Lapsed policies can be renewed with 1-click chaining or marked lost, which immediately converts them into next year's lead generation pipeline.
Deterministic financial computations for OD, TP, Net, GST (18%), TDS, and brokerage commission basis. Client scripts can never manipulate underlying figures.
Computes the mathematical union across dynamic market-capture fields across all policies. Exports high-resolution Excel registers, CSV sheets, and PDF Claim Dossiers.
How data transitions seamlessly through Insurely's state machine without manual duplicate re-entry.
Engineered to isolate platform administrative governance from high-velocity operational business records.
Manages platform tenancy (companies), subscription plan limits, usage quotas, user authentication credentials via Bcrypt, and system-wide settings.
max_policies, max_claims)
Houses high-volume operational records partitioned strictly under companies/{id}/* subcollections to ensure zero cross-tenant leakage.
TenantCacheService + In-browser SWRChoose the plan that matches your organization's operational scale and feature requirements.
Clear answers regarding multi-tenancy, regulatory compliance, data privacy, and operations.
companies/{company_id}/*). The TenantContext middleware ensures that cross-tenant queries are physically impossible. System users never have direct access to raw database credentials.