Which Creatio products does insurance need?

Creatio with its insurance workflows: claims lifecycle, policy automation, underwriting checklists and approvals, and the portal for external users. If you have no policy system yet, Sirma InSuite from the Creatio Marketplace adds policy and claims administration.

We already run Creatio. What changes for claims and renewals?

A claim arrives once, from any channel, with the cover already checked against your policy system. Renewals start 90 days out, and brokers follow status on a portal instead of calling.

Does it work with our policy admin system?

Yes. We don't replace it; we connect Creatio to it — Guidewire, Duck Creek, Sapiens, SSP, Acturis, Sirma InSuite or your own system. Creatio reads policy terms from it and writes back what changes.

How does it automate first notice of loss (FNOL)?

A claim reported by email, phone or web form lands in Creatio once, with its details filled in and the policy found in your policy system. Photos and documents are read and matched to the claim, and a person triages only what the rules can't.

Where does an insurance project start, and how long does it take?

With claims intake and document checks for one line of business, as a 3-week pilot. Renewals, the broker portal and servicing follow, one module at a time.

RECIPE · INSURANCE

Claims, renewals and brokers — in Creatio, connected to your policy system.

A claim is reported once and checked against the policy, renewals start 90 days out, and brokers see their status without calling. Your policy system stays where it is.

Book a meeting See the 3-week pilot ↓

MODULES

The parts of this recipe, one at a time.

Each module runs on its own, so you can start with one and add the next. Available modules can start as a pilot now; the rest are in development.

Request intake and routing (claims intake) Available
Document intake Available
One view across systems Client 360 for risk review Available
Renewal desk Available
SLA watch and escalation Available
Health score and alerts Available
Conversation recap Available
Callback on missed calls Missed-call callback In development
Link to your policy system System connector Available
Compliant renewal and claims letters Compliant content drafting Available
Client and broker onboarding Cross-team checklist In development
Required notices and consent Consent and disclosures In development

WHERE TIME GOES

Your front office retypes what your policy system already knows.

A claim arrives by email, phone and a web form, and each one is keyed in by hand before anyone checks the cover.
Renewals are chased in the last weeks, when there's no time to re-quote or save the client.
Brokers call to ask for status, because they can't see it anywhere.
Policy data lives in the policy system, client data in Creatio — and they don't agree.

THE PROCESS

From first notice of loss to a renewed policy.

Step 1
Report the claim

Whether it comes by email, phone or the web, the claim lands in Creatio with its details filled in.
Step 2
Check the cover

The claim is checked against the policy terms in your policy system, then triaged.
Step 3
Collect documents

Photos, reports and invoices are read and matched to what the claim needs.
Step 4
Serve brokers

Brokers send submissions and follow status and commissions on one portal.
Step 5
Renew

At 90, 60 and 30 days the renewal is prepared, a re-quote is requested and a retention offer is drafted.

WHAT GOES IN

The best of what exists, put together.

Creatio, out of the boxCreatio agentsCreatio MarketplaceWhat we add
Report the claim

Creatio, out of the box Claims lifecycle
Creatio agents AI Studio agents on your claim types
Creatio Marketplace Contact center suite

What we add Request intake and routing SLA watch and escalation Missed-call callbackIn development
Check the cover

Creatio, out of the box Policy automationRisk management
Creatio agents —
Creatio Marketplace Sirma InSuite (policy and claims administration)

What we add Client 360 for risk review System connector
Collect documents

Creatio, out of the box Document managementApproval checklists
Creatio agents —
Creatio Marketplace —

What we add Document intake
Serve brokers

Creatio, out of the box ReferralsConsultationsPortal for external users
Creatio agents —
Creatio Marketplace —

What we add Conversation recapCross-team checklistIn development
Renew

Creatio, out of the box —
Creatio agents —
Creatio Marketplace Surveys

What we add Renewal desk Health score and alerts Compliant content draftingConsent and disclosuresIn development

Layer	What you get
Creatio, out of the box	Leads and referrals, onboarding and KYC, underwriting checklists and approvals, claims lifecycle with investigation and mobile adjusters, policy automation, risk and compliance
Creatio agents	Creatio.ai and AI Studio agents set up on your products, claim types and rules
Apps from the Creatio Marketplace	Sirma InSuite for policy and claims administration, contact center suite, surveys — connected when you need them
What we add	Links to your policy system (Sirma InSuite, Guidewire, Duck Creek or your own), claims intake with a cover check, the renewal desk, a broker portal on Creatio's own portal, the whole process with its rules and approvals

We don't replace your policy system. We connect Creatio to it.

WHO DOES WHAT

The model judges. Code decides. A practitioner approves.

The model

Reads claim reports and documents, drafts renewal and retention offers

Code

Checks cover against the policy system, holds thresholds and deadlines, routes to the right handler, writes back

A practitioner

Your claims handler or underwriter: decides on cover, payment and terms

PILOT

Three weeks. Two or three modules. Live in your Creatio.

We usually start with claims intake and document checks for one line of business. Access, data and who signs off are settled before we build.

Book a meeting

FAQ

Questions about insurance CRM on Creatio

Which Creatio products does insurance need?

Creatio with its insurance workflows: claims lifecycle, policy automation, underwriting checklists and approvals, and the portal for external users. If you have no policy system yet, Sirma InSuite from the Creatio Marketplace adds policy and claims administration.
We already run Creatio. What changes for claims and renewals?

A claim arrives once, from any channel, with the cover already checked against your policy system. Renewals start 90 days out, and brokers follow status on a portal instead of calling.
Does it work with our policy admin system?

Yes. We don't replace it; we connect Creatio to it — Guidewire, Duck Creek, Sapiens, SSP, Acturis, Sirma InSuite or your own system. Creatio reads policy terms from it and writes back what changes.
How does it automate first notice of loss (FNOL)?

A claim reported by email, phone or web form lands in Creatio once, with its details filled in and the policy found in your policy system. Photos and documents are read and matched to the claim, and a person triages only what the rules can't.
Where does an insurance project start, and how long does it take?

With claims intake and document checks for one line of business, as a 3-week pilot. Renewals, the broker portal and servicing follow, one module at a time.