Vision Insurtech

Integrated platform for Financial Services

Vision Insurtech enabling any financial services company to design an end-to-end digital banking experience through a complete set of integrated features which serves as a full-service bank for customers to access all banking services.

Vision Insurtech unifies your business aggregating in a coherent view data, people and processes with modern, intelligent business applications that adapt to your changing needs, power by specific AI tools.

Implement and integrate your legacy system with Insurtech solutions, including everything from frontend system, CRM, reporting system to backend system and business processes.

Better align with shifting consumer behaviors and expectations leveraging employees modern way of work with agile and complex platform enabling easy build new application or integrate existing platforms and legacy systems into unified application.


Easy build new application from scratch
Integrate existing platforms and legacy systems into unified application
Digitalize your business workflows through business processes re-engineering 
Enhance Business-Integration Speed & Agility
Optimize operations with processes prepared for rapid evolution
Drive innovation by quickly creating innovative digital products and services
Accelerates Transformation
Simulate working software much earlier in the cycle enabling project team to iterative prototyping and agile development


Support multichannel approach that allows anytime, anywhere, any device access with consistent experience across channels. Enable interactions across multiple customer touch points where intents are captured, insights are derived and conversations are personalized and optimized

Achieving rapid, large-scale process automation by simplifying the process steps and procedural requirements at each stage—streamlining the information required from the customer and eliminating redundant verification steps—to reduce the complexity of the IT solution 

Combine legacy systems with new, modern and flexible tools leveraging accumulated practices in using existing systems with flexibility and openness provided by new platforms. 


Base your digital transformation on modern, flexible and complex platform including low-code development enablement capabilities, support for an omnichannel digital approach, robust business functionality that is reusable and scalable, enterprise notifications that are relevant and timely and the operational robustness to provide the right levels of security and scalability as customer growth occurs. 

  • Portal and mobile components fully integrated with company systems
  • Focus on improving customer relationships via 360 views across financial products.
  • Digital Customer Onboarding, Account Opening & Product Origination
  • Understand customer behavior across channels, optimize team and agent network performance
  • Fully integrated with back-office systems and social media sites enabling full Omnichannel approach
Process Automation and Digitalization

Vision Insurtech provides an adaptable framework allowing the structural embedding of standardized approaches for the digital transformation of processes within a bank and creates the prerequisite to identify digital customer experiences.
Besides the standards workflows, the platform is ready to support various processes automation and digitalization.

Claim Management


  • Announce Claim to the Service
  • Plan the reparation
  • Transparent reimbursement
  • Single point of contact


  • Estimate the cost
  • Get approval from insurance
  • Manage Documents


  • Leads Management
  • Opportunities
  • Contact and Accounts
  • Sales workflows
  • Forecasting and Pipeline
  • Reporting
  • Dashboards
  • Time tracking and management
  • Activities Management
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Attachment Size
Vision Insurtech Specs 6.33 MB

Case Studies