Features

A portal generator for insurers and brokers

Journeys assembles agent portals, insured portals, broker marketplaces, and ancillary flows in front of your core systems as a lightweight, yet powerful UX solution.

The truth told

If your truck looks beat up, would you replace the engine?

Fix the experience

Journeys are modern portals your customers and agents already expect, with intuitive interfaces built to standards that have been tested in the field.

Accelerates sales

Cuts quoting and issuance times sharply by removing the friction sitting inside the commercial process. It also connects to raters.

Reduces cost

Avoids million-dollar, high-risk replacement projects by extending the useful life of your current systems and clearing technical debt.

Agent and insured portals

The portal your producers open every morning: book of business, quotes in progress, pending approvals, claims, renewals. The same engine builds the insured-facing side, showing only the data that policyholder is cleared to see.

Producer, insured, and broker views from one build

Your brand, your product names, your terminology

Role-based access and field-level permissions

Quote & bind

Quote and issue from any device, in real time, with no paperwork. The rating call goes to your core or to a carrier API, the response comes back inside the flow, and the policy binds without anyone rekeying a field.

Guided quoting with conditional logic and validation

Multi-carrier comparison where the product allows it

Payment collection at bind, with local gateways per country

Producer onboarding

Register and enable agents in minutes instead of days. Document collection, license and appointment validation, and background checks run inside one guided flow, and the producer record lands in your core ready to write business.

Document upload with structured checklists

License, W-9, and appointment validation in flow

Status visible to the producer at every step

FNOL and evidence capture

Digital first notice of loss simple and fast enough that the insured actually finishes it. Photos and GPS location attach instantly from the phone, and the claim reaches the adjuster with the evidence already on it.

Mobile-first intake in English and Spanish

Photo, document, and GPS capture at the moment of loss

Routing by severity into your existing claims system

Document signing

E-signature sits inside the workflow rather than beside it. If you already run a signature provider, we integrate with it, and the signed document returns to the same file it left.

Built-in signing, or DocuSign, ANF, or TodoLegal

Signed documents written back to the core automatically

Full signer audit trail with timestamps

Dashboards and operations

Written premium, conversion, quotes in progress, retention, pending underwriting tasks. The numbers come from the same layer that runs the transactions, so nobody rebuilds them in a spreadsheet on Monday.

Production and conversion by agent, product, and period

Back-office SLA tracking and aging

Exportable audit trail on every transaction

Solution architecture

An API layer built to expose your core to third parties

Your systems integrate once, to Journeys. Every channel after that — web, web app, mobile, partner API, agentic — connects to the layer instead of to the core. One integration to build, one to maintain.

Area

How it works

Connectivity

REST, SOAP, SFTP batch, and message queues, depending on what the core actually supports

Proven cores

Diamond (Insuresoft), ACSEL, Optima, plus carrier APIs including Chubb

Data

No migration. The core stays the system of record and Journeys holds no shadow book

Encryption

TLS 1.3 in transit, AES-256 at rest, KMS-managed keys

Access

SSO over SAML 2.0 or OIDC, MFA, role and field-level permissions

Payments

Multiple gateways per country, with local methods where the market requires them

Certifications

ISO 27001 · SOC 2 Type II

Support

Nearshore team on U.S. hours from Santo Domingo and Quito

Next step

See it running against your core

Tell us which system holds your book. We will show you the integration path and how quickly a first portal goes live.

Schedule a Consultation

Read Case Studies