Insurance automation software that eliminates manual work end-to-end.
Soldek is insurance automation software built for MGAs and coverholders. Automate underwriting decisions, bind policies, generate documents, produce bordereaux and process claims — without manual intervention.
In the platform
- Automated underwriting decisions
- Straight-through policy issuance
- Automated document generation
- Bordereaux automation
- Invoice & payment automation
- Claims workflow automation
Insurance automation software that covers the full delegated authority lifecycle
Insurance operations are still heavily manual: submissions reviewed by email, quotes calculated in spreadsheets, policies issued after days of back-and-forth, bordereaux assembled at month-end from multiple exports. Insurance automation software eliminates every one of these manual steps.
Soldek automates the full insurance workflow — from the moment a broker submits a risk to the day the policy renews or claims are settled. Underwriting rules run automatically. Policies are issued in seconds. Documents are generated without human involvement. Bordereaux compile themselves. The result: your team spends time on the work that requires underwriting judgment, not on administration.
- Automate routine underwriting decisions to free up capacity
- Issue policies and documents in seconds with straight-through processing
- Eliminate manual bordereaux production at month-end
- Scale your book without proportionally growing your operations team
Insurance automation software,
all in one platform.
Automated underwriting rules
Define auto-accept, referral and decline rules based on any risk factor. Straightforward risks bind without underwriter involvement.
Straight-through processing
Risks that meet your auto-bind criteria flow from submission to bound policy to document delivery without manual steps.
Document generation
Policy schedules, certificates, invoices and renewal notices are generated automatically using your templates — triggered by policy events, not manual requests.
Bordereaux automation
Premium and claims bordereaux compiled automatically from your live book. No month-end spreadsheet sprint, no manual data reconciliation.
Invoice & payment automation
Invoices generated and delivered automatically on bind and renewal. Payment status tracked per policy with automated chasing rules.
Claims workflow automation
FNOL captured digitally, routed to the right handler and tracked through to settlement. Claims bordereaux produced automatically per carrier.
Insurance automation software,
answered.
What is insurance automation software?
Insurance automation software replaces manual insurance operations — underwriting decisions, policy issuance, document generation, bordereaux production and claims handling — with automated workflows. It allows insurers and MGAs to process higher volumes without adding headcount.
What does Soldek automate in the underwriting process?
Soldek automates the application of underwriting rules: risks that meet your auto-bind criteria are quoted and bound without underwriter involvement. Referral cases are routed to the right underwriter with all relevant data pre-populated. Only genuine exceptions require manual judgment.
Is insurance automation software suitable for complex specialty risks?
Yes. Soldek's automation is rule-based and fully configurable, so it handles complex specialty and E&S risks as effectively as standard lines. You define the rules — Soldek applies them consistently at scale, flagging only the outliers that genuinely need human review.
Does insurance automation software reduce compliance risk?
Yes. Automated workflows are applied consistently every time — unlike manual processes, there is no risk of a step being skipped or applied differently by different team members. Every automated action is logged with a full audit trail, which simplifies regulatory examination and carrier audits.
Related solutions
See Soldek
on your own book.
A 30-minute walkthrough of insurance automation software on your products, your binders and your numbers.