The problems we hear most
Office add-ins for insurers, brokers, and underwriters that handle quoting, policy documents, and claims in Microsoft 365.
Quoting is slow and manual
Underwriters rekey applicant data into rating spreadsheets and copy results into proposals, which adds delay to every quote.
Policy documents are error-prone
Generating policy wordings and endorsements by hand invites mistakes that surface later as coverage disputes.
Claims data is fragmented
Claims, policy, and customer systems each hold part of a file, so adjusters jump between tools to get the full picture.
Compliance and data rules are strict
Policyholder data is sensitive and, for EU customers, falls under GDPR. Tools that move it outside the tenant create regulatory exposure.
How we help
Automate quoting in Excel
Excel add-ins pull applicant data into rating models and produce a quote without manual rekeying.
Excel add-in developmentGenerate policy documents in Word
Word add-ins assemble policy wordings and endorsements from approved clause libraries, cutting errors.
Word add-in developmentConnect policy and claims systems
Custom API connectors bring policy, claims, and customer data into Office so adjusters work from one view.
API integrationProtect policyholder data
Microsoft SSO and Azure AD control access and keep sensitive data inside your tenant for GDPR.
Microsoft SSOServices that fit Insurance
Each of these is a service we deliver, mapped to a use case your team will recognize.
Excel Add-in Development
Rating models and quoting tools that pull applicant data without rekeying.
Word Add-in Development
Policy wordings and endorsements generated from approved clause libraries.
API Integration
Connections to policy, claims, and customer systems for a single working view.
Microsoft SSO
Access control that keeps policyholder data protected and GDPR-aware.
The tech we build on
The frameworks, cloud platforms, and AI models behind our Insurance Office add-ins.
Further reading
Frequently asked questions
Can an Office add-in automate insurance quoting?
Are your add-ins GDPR compliant for EU policyholders?
Can you generate policy documents automatically?
Can the add-in connect to our policy and claims systems?
Does policyholder data leave our tenant?
Related industries
We build Office add-ins for neighboring sectors with similar compliance and workflow needs.
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Explore FinanceLegal
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Explore LegalHealthcare
HIPAA-aware Office add-ins for providers, clinics, and health systems that handle patient data every day.
Explore HealthcareReady to speed up quoting and claims?
Book a free call and we will map your quoting, policy, and claims workflows to a custom Office add-in.