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
Simplify NAIC and Regulatory Compliance
Automate regulatory tracking, evidence collection, and audit documentation. SmartSuite keeps your organization aligned with NAIC, SOC2, and ISO frameworks while reducing manual reporting effort.
Centralize Audit Evidence and Reporting
Manage audit cycles, findings, and follow-ups from a single workspace. Generate instant reports to satisfy regulators and internal stakeholders.
Monitor Operational and Third-Party Risk
Evaluate vendor compliance, track renewals, and manage corrective actions to reduce exposure and maintain trust across your value chain.
Improve Operational Efficiency Across Teams
Connect claims, underwriting, and compliance workflows to increase visibility and reduce handoffs — improving customer satisfaction and operational agility.
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.
Define critical services, map dependencies, and validate recovery strategies to ensure business continuity, regulatory alignment, and organizational resilience.
Why Smartsuite For Insurance
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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.
Complex regulatory environments (NAIC, ISO, state-specific) create manual compliance overhead
Automate compliance workflows with SmartSuite templates built around NAIC, SOC2, ISO 27001, and local jurisdictional requirements
Disconnected systems make it difficult to track risks, policies, and claims
Unify compliance, claims, and operational risk data in one connected platform to improve visibility and decision-making
Claims audits and underwriting reviews are time-consuming
Streamline claims and underwriting audits using automated workflows that assign tasks, collect evidence, and generate findings reports
Third-party vendor risk is difficult to assess and monitor
Centralize third-party onboarding, due diligence, and performance tracking to ensure vendors meet compliance obligations
Legacy GRC tools and spreadsheets limit adaptability
Replace outdated systems with SmartSuite’s no-code workflows that evolve with your business and regulatory environment
A Unified Platform for People, Processes, and AI
SmartSuite unites people, data, AI, and systems on one open platform—designed to integrate with anything, secure everything, and adapt to any business process. From industry-specific workflows to enterprise integrations, SmartSuite gives every team the flexibility to work smarter together.
AI powered solutions, purpose built for any industry, delivered on a single platform.
A single platform that powers every process to become smarter, faster and more connected.
Your control tower to select, govern, and monitor any AI model used in SmartSuite—ensuring visibility, compliance, and security across every workflow.
Connect SmartSuite to any system or data source with enterprise-grade security and governance.
Frequently Asked Questions
Common questions from banks, credit unions, and fintech 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.