Insurance

We design bespoke insurance management systems that automates processes and makes the work of agents, brokers and the company fast and convenient at all stages.

If customer data is fragmented across different systems it can become inconsistent, outdated, or lost entirely. This leads to a fragmented view of the customer

We have extensive experience in developing multiple bespoke insurance systems for a wide range of needs from online medical insurance to fast low value legal indemnity insurance.

Insurance

examples delivered

Underwriting & Distribution

Risk pricing and rules engines with real time validation

Quote and bind for broker and direct channels with appetite routing

Aggregator and API distribution with controlled rates and documents

Web integration and on-line quotes with A/B journey testing for maximum returns.

Policy, Claims & Servicing

Policy administration including MTAs, renewals and endorsements

Agent and customer portals with large scale document generation

Claims intake with evidence capture, triage and SLA timers

Single customer view that unifies CRM, billing and contact history

Compliance & Governance

FCA product governance and oversight with approval workflows

Sanctions, KYC and screening embedded in customer journeys

GDPR retention rules and full audit trails across the lifecycle

MI dashboards for conduct risk, bordereaux and regulatory returns

why work with us?

We build custom insurance platforms that remove friction across underwriting, policy administration and claims. Agents and brokers work from the same, up to date customer record. Journeys are configurable with pricing and rules engines, online self serve portals and document generation at scale.

Compliance is designed in from day one with FCA product governance, KYC, sanctions checks and full audit trails. If you need a system that fits your products and integrates cleanly with existing systems, we can deliver it.

Get In Touch

Get in touch with us today to discuss your specific needs and discover how our bespoke solutions can help your business. Our team is ready to understand your unique needs and provide the custom solutions necessary to keep you ahead of the competition.

Call Us On 01603 872331

© Copyright 2025 RD Research. All Rights Reserved.