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- Pet Insurance Platform
- Get started
Get Pet Insurance Platform running in four steps.
Prepare a carrier, policy and claim case for your first operating cycle.
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 Pet Insurance Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Pet Insurance 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 open Pet Insurance Platform. Add the carrier organization and assign the App Administrator, Insurance Coordinator, Authorized Underwriter and Auditor accounts for the first operating group. Review the roles before entering real policyholder information.
Prepare the first operating cycle
Create a policyholder and draft policy with owner, premium and effective date. Add coverage lines and an attachment, then have the underwriter review the current revision. Record the carrier policy ID and inspect the issue receipt. Submit a veterinary claim with a pet reference and invoice, then follow a loss claim through decision and payment evidence. The implementation plan keeps the handoff in order.
Review before release
Check that a revised policy receives its own decision, that a claim uses coverage effective at its loss date and that a payout has a verified provider event. Decide who resolves failed receipts and delayed external results. Then extend the pilot to more carriers and policyholders.
Set up Pet Insurance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.