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- Insurtech Comparison Platform
- Get started
Get Insurtech Comparison Platform running in four steps.
Begin with one organization, one instruction and a checked provider outcome.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Insurtech Comparison Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Insurtech Comparison Platform in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to configure Insurtech Comparison Platform for your organization. Name the operations owner and independent reviewer before the first instruction enters review.
Prepare the first operating cycle
Bring a carrier counterparty, a verified provider account and a real example of a balanced financial instruction. Attach the supporting evidence and rehearse review on a recorded revision. Then add a carrier handoff and record its external response. A sample provider event and account snapshot let the finance reviewer check both an exact match and an exception.
Review before release
Confirm each user’s organization and role, test that a preparer cannot make their own independent decision, and trace an instruction from draft through provider evidence. Keep the provider identifiers and original documents with the case. See the implementation plan and review permissions.
Set up Insurtech Comparison Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.