Quote to policy
Online quotes become policies in the administration system once accepted.
Insurance integration.
Insurance integrations connect quoting, policy administration, claims, collections and CRM.
- Insurance
- POPIA-aware
SourceQuote to policy
SourceCollections
MiddlewareMap · secure · log
SystemClaims
AuditAccess logged
SystemBroker and CRM
Insurance integration, explained
Which systems do insurers and brokers integrate?
Insurance integrations connect quoting, policy administration, claims, collections and CRM so policies are issued and serviced without rekeying, and every customer interaction is recorded for compliance.
Typical systems: policy administration systems, quoting engines, claims platforms, CRM, debit order collections and accounting.
Insurers and intermediaries are regulated by the FSCA and Prudential Authority, Treating Customers Fairly outcomes apply, and POPIA governs policyholder data.
Insurance systems
Where does integration help insurance teams most?
Insurance operations are full of handoffs: a quote moves to underwriting, a policy to collections, a claim to an assessor. Each handoff that relies on email or rekeying adds delay and the risk of an error a customer will notice. Integrating these steps, with every action logged, shortens turnaround and gives compliance teams the record they need to show customers were treated fairly.
Four integrations for insurance.
Where insurers, brokers and underwriting managers usually start.
Collections
Premium debit orders run from policy data, with unpaids fed back to the policy.
Claims
Claims captured online or by WhatsApp routed to assessors with documents attached.
Broker and CRM
Policy and claims status visible to brokers and service teams in the CRM.
Insurance integration at a glance.
What shapes integration work for insurers, brokers and underwriting managers.
| Insurance | |
|---|---|
| Systems we connect | Policy administration systems, quoting engines, claims platforms, CRM, debit order collections and accounting |
| Rules to respect | Insurers and intermediaries are regulated by the FSCA and Prudential Authority, Treating Customers Fairly outcomes apply, and POPIA governs policyholder data. |
| First integration | Quote to policy |
| Tier that usually fits | Integration hub or Enterprise integration |
How we deliver an integration
A clear path. Tested before it goes live.
Every connector is built in staging, run in parallel with your team and monitored after launch.
- Step 1
Discovery and mapping
We audit SKUs, warehouses, customers and accounts on both sides and agree a written field map.
- Step 2
Staging connector
The connector is built and tested against test data or a copy of your company.
- Step 3
Parallel run and go-live
Both the old process and the connector run side by side until the numbers match.
- Step 4
Monitor and support
Alerts, logs and a runbook, with monitoring plans from R2,500 a month.
Integration pricing in plain numbers.
Typical integration scopes. Final pricing depends on systems and complexity.
Essential connector
R15,000–R35,000
Two-system sync, a single workflow automation or a pilot integration.
- Timeline
- 1–3 weeks
- Discovery and field mapping
- REST or webhook connector
- Staging tests and go-live
- Handover documentation
Integration hub
R45,000–R120,000
Multiple SaaS tools, retail or finance operations, growing product teams.
- Timeline
- 4–8 weeks
- Middleware or event bus
- 3–5 connected systems
- Monitoring and alerting
- POPIA-aware auth patterns
Enterprise integration
From R150,000
ERP + CRM + ecommerce, legacy modernisation and SLA requirements.
- Timeline
- Scoped
- Solution architecture
- High-volume sync and queues
- Security review and runbooks
- Ongoing support options
Integration monitoring and support
Keep connectors healthy after launch.
| Plan | Price | Includes |
|---|---|---|
| Monitor Lite | R2,500/mo | Uptime checks and email alerts |
| Monitor Pro | R5,500/mo | Dashboards and incident response |
| Managed integration | R9,500+/mo | Changes, patches and SLA options |
For insurers, brokers and underwriting managers, projects are usually Integration hub or Enterprise integration scope. Full details on the API integrations page.
Can you integrate with our policy administration system?
Yes, through its API or integration layer. Where none exists, we discuss secure data exchange options with your IT team.
Can policyholders submit claims online?
Yes. Claims forms on the web or WhatsApp create claims in your platform with photos and documents attached.
How much does integration cost for insurance?
Single connectors start as Essential connectors at R15,000–R35,000. Most insurance projects connect several systems and are Integration hub or Enterprise integration scope; Integration hub projects are R45,000–R120,000 and enterprise work starts from R150,000.
Your next chapter starts here
Insurance systems, connected.Let’s make it work.
Tell us which systems you run and where the manual work is. We’ll reply with a field map and a fixed-scope proposal.
[email protected]+27 82 639 0925