SAP-Based Corporate Insurance Management & Claims Automation
Lapsed policies, missed renewals, and lost claim documents cost enterprises crores. Opti-Insurance centralizes every policy, premium, and claim inside SAP. From proposal RFQ to claim settlement, with broker and insurer integration built in.
Built for CFOs, risk managers, and insurance teams managing multi-policy portfolios across assets, transit, and liability.
Full Insurance Lifecycle. Five Integrated Modules. One SAP-Connected Platform.
Proposal RFQ
Insurance requirement captured, RFQ sent to brokers, and quotes compared automatically within the platform.
Policy Issuance
Create policy records, capture all terms and conditions, and store every document centrally in SAP.
Premium Management
Schedule premium payments and automate prepaid expense accounting in SAP FI.
Broker Integration
Direct collaboration with brokers for quote submission and policy endorsement management.
Complete Insurance Lifecycle Inside your SAP.
From Proposal Request to Claim Settlement. Fully Automated.
Proposal RFQ
Insurance requirement captured, RFQ sent to brokers, quotes compared.
Issuance
Create policy. Capture terms. Schedule premium. Store every document centrally.
Alerts
Missed renewals leave assets uninsured. Opti-Insurance triggers alerts before lapse.
Claims
Manual claim processing creates settlement delays. Opti-Insurance digitizes the workflow.
Settlement
Assess claim. Receive settlement. Post to SAP FI. Close with full audit trail.
Every Insurance Type. Centrally Managed in SAP.
Engineering
Plant and machinery insurance, erection all risk, and contractor all risk linked to SAP asset register.
Marine & Transit
Manage marine cargo, stock-in-transit, and warehouse coverage across multi-country trade routes.
Property & Asset
Fire, theft, and natural disaster coverage for factories and offices, integrated with SAP fixed assets.
High-Volume Transit
Auto-declarations for transit insurance and multi-depot stock coverage for distribution networks.
Liability
D&O, professional indemnity, and product liability insurance centrally managed within SAP.
Specialized Risk
Recall insurance, fleet coverage, and offshore energy coverage for infrastructure and specialized projects.
Connected to SAP and Your Full Insurance Ecosystem.
Stop running insurance as a parallel universe outside SAP. Opti-Insurance unifies it with FI, AM, and CO.
Corporate Insurance Tailored for Every Enterprise Sector.
Chemicals
Hazardous goods transit insurance, product liability, marine cargo for exports, and environmental liability coverage.
Manufacturing
Plant and machinery insurance, EAR/CAR, and business interruption linked directly to the SAP asset register.
FMCG
High-volume transit insurance auto-declarations, multi-depot stock coverage, and fleet motor insurance.
Still Have Insurance Management Doubts Before You Decide?
Designed for CFOs and risk managers ready to centralize insurance in SAP.
Still Tracking Insurance in Spreadsheets and Emails?
Stop chasing renewals in email and spreadsheets. See how Opti-Insurance centralizes every policy, premium, and claim in SAP. Request Demo →