Industries

Engineering for the carrier, the broker, and the InsurTech challenger.

Insurance technology is constrained by actuarial soundness, regulatory filings, reinsurance treaties, and the carrier IT shop's patience. We build software that respects all four.

Standards we hold ourselves to

NAIC Model Audit RuleSOC 2 Type IIHIPAA (health insurance)GDPR / CCPAState insurance filings
Regulatory baseline

What we hold ourselves to.

NAIC Model Audit RuleSOC 2 Type IIHIPAAGDPR / CCPA / CPRAPCI DSS (for premium payment)State insurance filings

NAIC Model Audit Rule

For insurer financial reporting. Internal control attestation, SAP statutory reporting alignment.

State-by-state insurance department filings

Form and rate filings, market conduct exam readiness.

HIPAA for health insurance

PHI handling identical to provider-side systems.

SOC 2 Type II

Standard for any technology platform serving carriers or brokers above a threshold.

GDPR / CCPA / CPRA for consumer-facing personal lines

Including special-category data handling.

Anti-money laundering for life and annuity

CIP, suspicious activity, sanctions screening.

Where we engage

Common engagements in this vertical.

Policy administration

PAS for P&C, life, health. Issuance, endorsements, renewals, cancellations, reinstatements.

Claims processing

FNOL intake, adjuster workbench, fraud detection, settlement workflow.

Underwriting platforms

Rules engine, third-party data integration, pricing models, e-signature, bind workflow.

Agent and broker portals

Quote-to-bind, commission tracking, book management, license verification.

Embedded insurance

API-first products for partner channels. Real-time quote, bind, policy issuance.

Reinsurance ops

Cession management, bordereaux generation, treaty accounting.

Engineering posture

What is different about doing this work.

Have a insurance build in flight?

A senior engineer with vertical experience responds within one business day.

Start a brief →
We had three vendors quote a policy admin replacement. Plutobee was the only one whose discovery output made our actuary nod. They shipped the underwriting workbench in fourteen weeks and we moved off the legacy core six months later.
C
L. CastroCIO, Regional P&C Carrier
Frequently asked

Vertical questions, answered.

The questions buyers in this vertical ask in week one.

Can you build a modern policy admin from scratch?+

Yes. We have shipped PAS for P&C, life, and health. Issuance, endorsements, renewals, cancellations, reinstatements. State-by-state rules registry. Form and rate filing pipelines.

How do you handle reserve-grade audit trails?+

Numbers reconcile to the penny across statutory and GAAP views. No record is ever deleted. Reversals via offsetting entries with reason codes. Triangle data preserved. Paid vs. incurred distinctions maintained.

Can you integrate with reinsurance treaties?+

Yes. Cession management, bordereaux generation, treaty accounting. We have shipped reinsurance allocation logic that survived reinsurer audit.

What about embedded insurance API products?+

Yes. Real-time quote, bind, policy issuance via API for partner channels. Multi-product, multi-state, multi-carrier orchestration.

Do you handle state-specific filings?+

Yes. Filings-ready documentation generation per SERFF. Form changes that touch policy issuance are captured automatically. State-specific business rules in registry format.

Reference architecture

How we typically wire it.

A canonical layout for this vertical. Real engagements tune this to the specific stack and constraints.

CHANNELSDirect portalAgent deskEmbedded APICORE PASPolicy adminClaimsUnderwritingBACKBONEReinsuranceState filingsActuarial data
Start a project