ERP, CRM & Agentic AI Solutions for the Insurance Industry
Transforming Policy, Claims, and Customer Experiences with Intelligent Automation
At dotSolved, we help insurance carriers spanning life, health, property, and casualty modernize their operations, streamline customer engagement, and boost profitability with end-to-end ERP, CRM, and Agentic AI capabilities. Our cloud-first platforms and intelligent automation solutions are designed to drive agility, compliance, and customer trust.
Industry Challenges We Solve
The insurance landscape is evolving rapidly with increased competition, changing customer demands,
and regulatory pressures. Common pain points we help solve:
dotSolved’s ERP, CRM & AI Advantage
We combine cloud-native platforms like Oracle NetSuite and Salesforce, with Agentic AI and Intelligent
Automation to give insurers a competitive edge.
(or)
We combine cloud-native ERP and CRM platforms, with Agentic AI and Intelligent Automation.
Unified Policy Lifecycle Management
Automate and manage policy creation, renewals, endorsements, and cancellations in a single, integrated ERP system eliminating data silos and improving efficiency.
Financial Controls & Regulatory Compliance
Maintain full visibility into finances, commissions, and regulatory metrics with automated workflows, audit trails, and customizable compliance dashboards.
Automated Claims Processing with AI
Streamline intake, triage, fraud detection, and settlement using intelligent automation and AI-assisted decisioning, reducing time and cost per claim.
Embedded Analytics & Decision Intelligence
Track claim trends, underwriting risk, and customer lifetime value using real-time analytics and predictive AI models to inform smarter decisions.
Hyper-Personalized Customer Engagement
Harness your CRM and Agentic AI to deliver dynamic, context-aware policyholder experiences across email, phone, portal, and chat.
Agentic AI & Intelligent Automation for Insurance
Our Agentic AI capabilities extend beyond traditional rule-based automation. By deploying intelligent agents that can
independently analyze, decide, and act on complex insurance workflows, dotSolved enables:
This leap from automation to autonomous operations helps insurers cut costs, increase
speed, and improve accuracy while freeing up human agents for high-value tasks.
Key Capabilities We Deliver
Cloud ERP Implementation (NetSuite, Oracle Cloud)
End-to-end policy, billing, and finance management
Salesforce CRM for Insurance
360° customer visibility, marketing automation, and case management
Agentic AI & Decision Intelligence
Autonomous process handling and proactive insights
Claims Automation & Fraud Detection
Faster settlements, fewer errors, and reduced losses
Compliance-Ready Infrastructure
NAIC, HIPAA, SOC 2-aligned reporting and controls
Legacy Integration & Data Migration
Connect core systems and modernize tech stacks seamlessly
We Serve All Insurance Segments
Why dotSolved for Insurance?
Our deep experience in ERP, CRM, AI, and automation combined with domain knowledge in insurance
makes us the partner of choice for forward-thinking carriers. We offer:
Accelerate digital transformation in your insurance enterprise
Let’s explore how dotSolved can help you reduce risk, boost efficiency, and scale customer value. Schedule a consultation with our experts