Insurance Management Software Solution

We are a Baltic software engineering company building, implementing, and maintaining state-of-the-art core software and creating viable tech solutions for the insurance industry for over 15 years.


Long-term partnerships with international insurers such as Vienna Insurance Group, ERGO, and Gjensidige led us to develop a comprehensive, robust, and highly adaptable software solution for core operations of the insurance business that allows to fully meet local business needs whilst satisfying the group’s strategic demands.

Our profound industry knowledge, cost-efficient solutions, and technically adept and experienced team enable both industry leaders and high-growth businesses to improve operational efficiency and boost performance. Focusing on our clients’ success, we passionately help accelerate their digital transformation and develop their unique strategic advantages in the competitive landscape.

Benefits

ProofIT comes with a comprehensive set of business functionality built with all and every team in mind - including Sales, Underwriting, Policy Management, Claims, Accounting, and even Reinsurance teams.

01   Brokers & Agents Management

02   Accounting & Billing

03   Invoicing & Payment Collection

04   Taxes

05   Recourse Collection

06   Reinsurance

07   Litigations

08   Reporting

Key features

01

Quality and Security

Efficiently manage your network of brokers and agents with our comprehensive Brokers & Agents Management module. Track performance metrics, automate commission calculations, and streamline communication to enhance productivity and transparency. This module supports detailed profiling of agents, performance tracking through KPIs, and automated reporting to ensure optimal management 
of your distribution channels

Key Features
‍
• Detailed agent and broker profiles
• Automated commission calculations
• Performance tracking and reporting
• Streamlined communication tools

02

Accounting & Billing

Automate your financial processes with our robust Accounting & Billing module. Handle all aspects of financial management, including accounts payable and receivable, ensuring accurate and timely financial reporting. This module integrates seamlessly with your existing financial systems to provide real-time financial data
and insights.

Key Features
‍
• Comprehensive financial management
• Accounts payable and receivable automation
• Real-time financial reporting
• Seamless integration with financial systems

03

Invoicing & Payment Collection

Simplify your invoicing and payment collection processes with our intuitive module. Generate and send invoices automatically, track payment statuses, and streamline
the collection process to improve cash flow management. This module supports multiple payment methods and currencies, ensuring flexibility and convenience 
for your clients.

Key Features
‍
• Automated invoice generation and delivery
• Payment tracking and status updates
• Multiple payment methods and currency support
• Integrated reminders for overdue payments

04

Taxes

Ensure compliance with tax regulations using our tax module. Automatically calculate taxes, generate necessary reports, and stay updated with the latest tax laws to avoid penalties and improve accuracy. This module supports various tax scenarios 
and jurisdictions, making it suitable for global operations.

Key Features
‍
• Automatic tax calculation
• Comprehensive tax reporting
• Support for multiple jurisdictions
• Real-time tax law updates

05

Recourse Collection

Manage recourse collections effectively with our dedicated module. Track overdue payments, automate reminders, and take necessary actions to recover outstanding amounts, improving your financial health and reducing bad debts. This module integrates with your financial systems to provide a holistic view of your receivables.

Key Features
‍
• Overdue payment tracking
• Automated reminder system
• Integration with financial systems
• Detailed collection reports

06

Reinsurance

Optimize your reinsurance processes with our reinsurance module. Handle all aspects of reinsurance contracts, from placement to claims management, ensuring comprehensive coverage and risk management. This module supports various reinsurance types, including treaty and facultative, and provides detailed analytics 
for informed decision-making.

Key Features
‍
• Reinsurance contract management
• Claims management and tracking
• Support for multiple reinsurance types
• Detailed analytics and reporting

07

Litigations

Streamline your litigation management with our comprehensive module. Track 
and manage legal cases, store relevant documents, and monitor case progress 
to ensure timely and efficient resolution of legal matters. This module provides 
a centralized repository for all litigation-related information, improving accessibility and collaboration.

Key Features
‍
• Legal case tracking and management
• Document storage and retrieval
• Case progress monitoring
• Centralized litigation repository

08

Reporting

Generate detailed reports and gain insights into your business performance with 
our powerful reporting module. Customize reports to meet your specific needs, 
and use data analytics to make informed decisions and improve operational efficiency. This module supports real-time data integration and visualization 
for comprehensive business intelligence.

Key Features
‍
• Customizable reporting templates
• Real-time data integration
• Advanced data analytics
• Interactive data visualization

09

Configurations

Customize your system to meet your unique business needs with our configurations module. Define workflows, set user permissions, and configure system settings 
to optimize performance and enhance user experience. This module supports extensive customization options, ensuring your system adapts to your evolving business requirements.

Key Features
‍
• Workflow definition and management
• User permission settings
• System configuration options
• Support for extensive customization

10

System Administration

Maintain control over your system with our comprehensive system administration module. Manage user accounts, monitor system performance, and ensure data security and integrity with ease. This module provides tools for proactive system maintenance and troubleshooting, enhancing overall system reliability.

Key Features
‍
• User account management
• System performance monitoring
• Data security and integrity
• Proactive system maintenance

11

Integrations

Seamlessly integrate with third-party systems and applications using our integrations module. This module supports a wide range of APIs, allowing you to connect with external platforms and streamline your operations. It ensures smooth data flow 
and interoperability, enhancing overall efficiency.

Key Features
‍
• Extensive API support
• Seamless third-party integrations
• Smooth data flow and interoperability
• Enhanced operational efficiency

12

CRM

Enhance customer relationships with our CRM module. Track customer interactions, manage leads and opportunities, and use customer data to provide personalized service and improve customer satisfaction. This module supports sales and marketing automation, helping you nurture and grow your customer base.

Key Features
‍
• Customer interaction tracking
• Lead and opportunity management
• Sales and marketing automation
• Personalized customer service

13

Policy & Sales

Manage the entire policy lifecycle from issuance to renewal with our policy and sales module. Streamline sales processes, automate policy administration, and improve customer service. This module supports multi-channel sales and real-time policy management, ensuring efficiency and accuracy.

Key Features
‍
• Policy issuance and renewal management
• Sales process automation
• Multi-channel sales support
• Real-time policy management

14

Product Building & Administration

Easily create and manage insurance products with our product building 
and administration module. Define product features, set pricing, and manage product lifecycles, ensuring flexibility and innovation. This module supports rapid product development and deployment, keeping you ahead of the competition.

Key Features
‍
• Product feature definition
• Pricing and lifecycle management
• Rapid product development
• Flexible and innovative product design

15

Claims Management

Automate and streamline your claims processes with our claims management module. Manage claim intakes, assessments, and settlements efficiently, reducing turnaround times and improving customer satisfaction. This module supports straight-through processing and integrates with other systems for comprehensive claims management.

Key Features
‍
• Claim intake and assessment automation
• Efficient claims settlement
• Straight-through processing
• Comprehensive claims management integration

16

Communications

Facilitate seamless communication within your organization and with clients using our communications module. Send automated notifications, manage email campaigns, and ensure timely responses to inquiries. This module supports multi-channel communication, enhancing engagement and responsiveness.

Key Features
‍
• Automated notifications
• Email campaign management
• Multi-channel communication support
• Enhanced engagement and responsiveness

17

Tasks & Reminders

Stay organized and on top of your tasks with our tasks and reminders module. 
Set task priorities, assign responsibilities, and receive reminders to ensure that nothing falls through the cracks. This module integrates with your calendar 
and project management tools, improving overall productivity.

Key Features
‍
• Task prioritization and assignment
• Automated reminders
• Calendar and project management integration
• Improved productivity

01

Quality and Security

Efficiently manage your network of brokers and agents with our comprehensive Brokers & Agents Management module. Track performance metrics, automate commission calculations, and streamline communication to enhance productivity and transparency. This module supports detailed profiling of agents, performance tracking through KPIs, and automated reporting to ensure optimal management 
of your distribution channels

Key Features
‍
• Detailed agent and broker profiles
• Automated commission calculations
• Performance tracking and reporting
• Streamlined communication tools

02

Accounting & Billing

Automate your financial processes with our robust Accounting & Billing module. Handle all aspects of financial management, including accounts payable and receivable, ensuring accurate and timely financial reporting. This module integrates seamlessly with your existing financial systems to provide real-time financial data
and insights.

Key Features
‍
• Comprehensive financial management
• Accounts payable and receivable automation
• Real-time financial reporting
• Seamless integration with financial systems

03

Invoicing & Payment Collection

Simplify your invoicing and payment collection processes with our intuitive module. Generate and send invoices automatically, track payment statuses, and streamline
the collection process to improve cash flow management. This module supports multiple payment methods and currencies, ensuring flexibility and convenience 
for your clients.

Key Features
‍
• Automated invoice generation and delivery
• Payment tracking and status updates
• Multiple payment methods and currency support
• Integrated reminders for overdue payments

04

Taxes

Ensure compliance with tax regulations using our tax module. Automatically calculate taxes, generate necessary reports, and stay updated with the latest tax laws to avoid penalties and improve accuracy. This module supports various tax scenarios 
and jurisdictions, making it suitable for global operations.

Key Features
‍
• Automatic tax calculation
• Comprehensive tax reporting
• Support for multiple jurisdictions
• Real-time tax law updates

05

Recourse Collection

Manage recourse collections effectively with our dedicated module. Track overdue payments, automate reminders, and take necessary actions to recover outstanding amounts, improving your financial health and reducing bad debts. This module integrates with your financial systems to provide a holistic view of your receivables.

Key Features
‍
• Overdue payment tracking
• Automated reminder system
• Integration with financial systems
• Detailed collection reports

06

Reinsurance

Optimize your reinsurance processes with our reinsurance module. Handle all aspects of reinsurance contracts, from placement to claims management, ensuring comprehensive coverage and risk management. This module supports various reinsurance types, including treaty and facultative, and provides detailed analytics 
for informed decision-making.

Key Features
‍
• Reinsurance contract management
• Claims management and tracking
• Support for multiple reinsurance types
• Detailed analytics and reporting

07

Litigations

Streamline your litigation management with our comprehensive module. Track 
and manage legal cases, store relevant documents, and monitor case progress 
to ensure timely and efficient resolution of legal matters. This module provides 
a centralized repository for all litigation-related information, improving accessibility and collaboration.

Key Features
‍
• Legal case tracking and management
• Document storage and retrieval
• Case progress monitoring
• Centralized litigation repository

08

Reporting

Generate detailed reports and gain insights into your business performance with 
our powerful reporting module. Customize reports to meet your specific needs, 
and use data analytics to make informed decisions and improve operational efficiency. This module supports real-time data integration and visualization 
for comprehensive business intelligence.

Key Features
‍
• Customizable reporting templates
• Real-time data integration
• Advanced data analytics
• Interactive data visualization

09

Configurations

Customize your system to meet your unique business needs with our configurations module. Define workflows, set user permissions, and configure system settings 
to optimize performance and enhance user experience. This module supports extensive customization options, ensuring your system adapts to your evolving business requirements.

Key Features
‍
• Workflow definition and management
• User permission settings
• System configuration options
• Support for extensive customization

10

System Administration

Maintain control over your system with our comprehensive system administration module. Manage user accounts, monitor system performance, and ensure data security and integrity with ease. This module provides tools for proactive system maintenance and troubleshooting, enhancing overall system reliability.

Key Features
‍
• User account management
• System performance monitoring
• Data security and integrity
• Proactive system maintenance

11

Integrations

Seamlessly integrate with third-party systems and applications using our integrations module. This module supports a wide range of APIs, allowing you to connect with external platforms and streamline your operations. It ensures smooth data flow 
and interoperability, enhancing overall efficiency.

Key Features
‍
• Extensive API support
• Seamless third-party integrations
• Smooth data flow and interoperability
• Enhanced operational efficiency

12

CRM

Enhance customer relationships with our CRM module. Track customer interactions, manage leads and opportunities, and use customer data to provide personalized service and improve customer satisfaction. This module supports sales and marketing automation, helping you nurture and grow your customer base.

Key Features
‍
• Customer interaction tracking
• Lead and opportunity management
• Sales and marketing automation
• Personalized customer service

13

Policy & Sales

Manage the entire policy lifecycle from issuance to renewal with our policy and sales module. Streamline sales processes, automate policy administration, and improve customer service. This module supports multi-channel sales and real-time policy management, ensuring efficiency and accuracy.

Key Features
‍
• Policy issuance and renewal management
• Sales process automation
• Multi-channel sales support
• Real-time policy management

14

Product Building & Administration

Easily create and manage insurance products with our product building 
and administration module. Define product features, set pricing, and manage product lifecycles, ensuring flexibility and innovation. This module supports rapid product development and deployment, keeping you ahead of the competition.

Key Features
‍
• Product feature definition
• Pricing and lifecycle management
• Rapid product development
• Flexible and innovative product design

15

Claims Management

Automate and streamline your claims processes with our claims management module. Manage claim intakes, assessments, and settlements efficiently, reducing turnaround times and improving customer satisfaction. This module supports straight-through processing and integrates with other systems for comprehensive claims management.

Key Features
‍
• Claim intake and assessment automation
• Efficient claims settlement
• Straight-through processing
• Comprehensive claims management integration

16

Communications

Facilitate seamless communication within your organization and with clients using our communications module. Send automated notifications, manage email campaigns, and ensure timely responses to inquiries. This module supports multi-channel communication, enhancing engagement and responsiveness.

Key Features
‍
• Automated notifications
• Email campaign management
• Multi-channel communication support
• Enhanced engagement and responsiveness

17

Tasks & Reminders

Stay organized and on top of your tasks with our tasks and reminders module. 
Set task priorities, assign responsibilities, and receive reminders to ensure that nothing falls through the cracks. This module integrates with your calendar 
and project management tools, improving overall productivity.

Key Features
‍
• Task prioritization and assignment
• Automated reminders
• Calendar and project management integration
• Improved productivity

Our clients

Our company highly appreciates and values ​​the trust that our clients place in us

The voice 
of our clients

The Claims functionality provides end-to-end support to insurers’ claims department needs, allowing claim teams to manage everything from claim registration and handling

Implementing [Your Company Name]'s Integration Services was a game-changer for us. We were able 
to connect all our disparate systems seamlessly, which significantly improved our operational efficiency 
and data accuracy.

John D., IT Director at XYZ Insurance

Implementing [Your Company Name]'s Integration Services was a game-changer for us. We were able 
to connect all our disparate systems seamlessly, which significantly improved our operational efficiency 
and data accuracy.

John D., IT Director at XYZ Insurance

Implementing [Your Company Name]'s Integration Services was a game-changer for us. We were able 
to connect all our disparate systems seamlessly, which significantly improved our operational efficiency 
and data accuracy.

John D., IT Director at XYZ Insurance

Implementing [Your Company Name]'s Integration Services was a game-changer for us. We were able 
to connect all our disparate systems seamlessly, which significantly improved our operational efficiency 
and data accuracy.

John D., IT Director at XYZ Insurance

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