SmartSuite for
Insurance
SmartSuite unifies risk, compliance, claims, audit, and operational workflows—replacing disconnected legacy systems with one modern, connected platform.
Transform Insurance Operations Across Risk, Compliance & Claims
Insurers often rely on a patchwork of legacy systems to manage underwriting, claims, compliance, audit, cyber, and operational workflows. These disconnected tools create silos of information, inconsistent processes, and slow handoffs across the organization.
SmartSuite replaces this fragmented ecosystem with a single connected platform that unifies people, data, and workflows across the insurance lifecycle—improving efficiency, strengthening oversight, and enabling teams to collaborate in real time.
SmartSuite helps insurance organizations:
- Integrate risk, compliance, claims, audit, and cyber workflows.
- Eliminate silos created by legacy GRC, claims, and compliance systems.
- Standardize and automate processes across claims handling.
- Improve cross-team coordination between risk, compliance, operations, and IT.
- Gain real-time visibility into risks, exposures, controls, and regulatory obligations.
Integrated Risk Stack
Compliance • Claims • Underwriting • Audit
Shared data + unified workflows across teams
Connected Programs
Risks • Compliance • Cyber • Operations
One platform replacing fragmented insurance systems
Rapid Implementation
Prebuilt solutions minimize lift
No-code tools accelerate rollout & updates
How SmartSuite Supports Insurance Organizations
SmartSuite helps insurers and reinsurers unify compliance, audit, and risk management programs in one connected platform. Automate NAIC reporting, monitor vendor performance, and manage policy and claims workflows with full transparency.
Simplify NAIC and Regulatory Compliance
Centralize insurance compliance activities in a single auditable workspace. SmartSuite standardizes regulatory tracking, evidence collection, and reporting to reduce manual effort and maintain alignment with evolving insurance regulations.
Key capabilities include:
- Track NAIC, SOC 2, ISO 27001, and state-specific requirements in one system
- Automate evidence collection and regulatory reporting workflows
- Maintain policy governance with approvals and version control
- Monitor compliance status and gaps with real-time dashboards
Centralize Audit Evidence and Reporting
Replace fragmented audit processes with connected, end-to-end workflows. SmartSuite enables insurance teams to manage audits, findings, and remediation from planning through closure.
Key capabilities include:
- Plan and execute internal and external audits from one workspace
- Centralize audit findings, evidence, and management responses
- Track remediation actions with clear ownership and timelines
- Generate audit-ready reports for regulators and executives
Monitor Operational and Third-Party Risk
Gain visibility into operational and third-party risks across the insurance value chain. SmartSuite connects vendor oversight, risk assessments, and corrective actions to reduce exposure and improve accountability.
Key capabilities include:
- Maintain operational and third-party risk registers
- Track vendor certifications, renewals, and compliance obligations
- Link risks to controls, incidents, and remediation activities
- Monitor risk trends and exposure across lines of business
Improve Operational Efficiency Across Teams
Connect claims, underwriting, and compliance workflows to improve coordination and execution. SmartSuite helps insurance teams reduce handoffs, increase visibility, and deliver consistent outcomes.
Key capabilities include:
- Standardize claims and underwriting review workflows
- Track approvals, exceptions, and documentation in one system
- Link operational activities to compliance and audit records
- Monitor performance metrics and bottlenecks in real time
Featured Solution Suites For Insurance
Explore SmartSuite Solution Suites designed to help insurers reduce risk, ensure compliance, and improve operational efficiency.
Centralize operational, cyber, and regulatory risks with integrated mitigation plans and incident tracking workflows.
Ensure adherence to AS9100, ITAR, DFARS, CMMC, and aerospace regulatory mandates with structured workflows and audit-ready reporting across programs and operations.
Plan, execute, and report on audits with complete assurance oversight — linking findings to risks, controls, and remediation actions in a single connected workspace.
Standardize vendor due diligence, centralize assessments, and monitor ongoing risk exposure to ensure supplier reliability and compliance.
Digitize claims and underwriting review processes to accelerate audits, identify trends, and improve quality assurance.
Ensure continuity of construction and property operations with workflows for incident response, emergency planning, site readiness, and rapid coordination.
Identify and assess operational, financial, and project risks. Track mitigation plans and integrate risk data across programs.
Operationalize privacy programs and maintain compliance with GDPR, HIPAA, NIST Privacy, and other regulations — all within a centralized, automated workspace.
Insurance
Challenges
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Why Smartsuite For Insurance
Built for Insurance Operations
Connect compliance, claims, underwriting, and risk functions in one platform — eliminating silos between governance and operations
Modern GRC, Evolved
SmartSuite was built by the original creators of Archer, combining enterprise-grade GRC depth with modern no-code flexibility.
No-Code Adaptability
Easily modify workflows for new regulations, product lines, or regional requirements without engineering support.
AI-Powered Efficiency
Use SmartSuite AI Assist to generate audit findings, summarize risk assessments, and surface compliance gaps automatically.
Aligned with Regulatory Frameworks
Map controls and evidence to the frameworks your institution follows.
- FFIEC, CRI Profile, SOX, and OCC guidelines
- NIST and ISO cybersecurity standards
- Vendor oversight and audit traceability
AI That Adapts to Your Industry — On Your Terms
SmartSuite embeds AI directly into your workflows to accelerate automation, reporting, and insight generation — while giving you complete control over which models you use and how your data is handled.
Choose from OpenAI, Anthropic, Google Gemini, AWS Bedrock, Azure, Perplexity, Nscale, IBM watsonx, and Xai. Connect your own API keys for full privacy and compliance.
- Bring Your Own AI
Accelerated first-response targets for high-severity issues, so critical incidents are acknowledged, triaged, and moving toward resolution as quickly as possible.
- AI in Action
Use AI to generate compliance reports, summarize audits, and build automations that enhance accuracy and efficiency.
- Data Privacy by Design
SmartSuite never uses customer data for model training. All AI calls route securely through your credentials.
- Customizable Intelligence
Mix models for different needs — reporting, content creation, risk analysis — and tailor performance per workflow.
Explore Further
Read quick explainers on the ideas and best practices behind high-performing teams in your industry. See how SmartSuite turns critical workflows into connected, trackable work—so execution stays fast and reliable.
Frequently Asked Questions
Common questions from insurance carriers, reinsurers, and claims operations teams.
SmartSuite provides out-of-the-box templates for NAIC, SOC2, ISO 27001, and other frameworks, with automated workflows for testing, evidence collection, and reporting.
Yes. SmartSuite offers REST APIs and connectors to integrate with Guidewire, Duck Creek, Salesforce, and other insurance platforms.
SmartSuite centralizes vendor risk assessments, due diligence, and renewals, with automated alerts when compliance documents expire.
Most teams implement key compliance and audit workflows within 30–45 days using SmartSuite’s insurance-specific templates and onboarding support.
Ready to Modernize Compliance and Risk in Your Insurance Organization?
Discover how SmartSuite connects GRC, Claims, and Operations to drive transparency, agility, and control across your insurance enterprise.