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Kemp House 152 - 160 City Road, London EC1V 2NX, United Kingdom


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COREFIN Insurance, Brokerage Reinsurance are vertical management solutions based on MS Azure and Microsoft Dynamics 365. Our solution empowers insurance companies, brokers, and reinsurers to comprehensively oversee their operations and obtain a holistic view of their customers. By merging adaptability and the platform’s expandability in a user-friendly and intuitive manner, COREFIN aids organizations in the insurance and reinsurance industry to structure their operations systematically and evaluate their performance effectively.


20+ years of experience in delivering tailored solutions to customers

Because we care

We aim to build long-term relationships with clients, not just deliver a project

Out-of-the-box or Tailored made?

We offer a wide range of ready modular solutions as well as broad expertise in building tailored solutions. Whatever you need to see your business grow – we have it!

Ready Made Solutions

Worlds Best Practices

Bespoke Consulting

• Define insurance products with ease - everything from covers, risk factors, tariffs, risks, risk groups and insured amounts - from products with predefined pricing to products with no fix pricing
• Definition of limits of liability, excess per cover, multiple commissions for different product parameters, country specific taxes and many more
• Mathematical calculations of reserves and insurance premiums based on relevant risk factors (integrated financial calculator)
• All of the above with No need of IT involvement - you can fully utilize COREFIN product configurator
• Brokerage network and agent commissions can be linked to specific products or regions
• Definition, calculation and payment of commissions for different periods, covers and schemes
• Definition of users and teams with specific roles across the network of branches & departments
• Broker network relationship management and reporting
• Agreement & application Management
• Manage efficiently all insurer-broker relationships with CoreFin
• Issuance of an instant quote or a policy with a few clicks: any time from any mobile device via a web self-service portal or directly in the system
• Management of territories, teams/brokers, insurance products, discounts and more for cross-sell and up-sell initiatives
• Integrated financial calculator to define risk-adjusted premium payment plans, commissions, taxes, brokers’ target budgets and many more
• Easy quote to policy conversion process with predefined steps
• Easy document uploads and document management
• Comprehensive risk assessment & underwriting functionality
• Automated workflows with reminders to ensure consistency, timely action and optimal customer engagement
• Central repository for sales literature and product documentation
• Quick Quote-to-Policy conversion
• Track the status of your policies in your personal user account and receive automated notifications
• Flexible discounts and commissions management
• Powerful policy amendment engine: add/remove covers & risks, change insured amount, limits etc.
• Full access to policy history and related documents
• Automated policy documents generation based on predefined templates
• Easy document uploads and association with quote/policy
• Extend, renew or cancel a policy with ease
• Understand the reasons for non-renewal and measure the success of renewal strategies
• Payment management – track upcoming payments, identify late payments
• Ability for online payments integration (Direct Debit, Online etc.) or to import payment data in the system
• Payment reconciliation and allocation
• Track outstanding payments and manage collection campaigns – reminders, charges and more
First Notice of Loss:
• Self-claim registration is available via a web portal or over the phone
• Detailed information gathering includes loss details, involved parties and properties, injury information, coverage verification, initial liability determination, and documents available for upload.

Assignment & Scheduling:
• Claim activity management, progress tracking and task assignments
• Claim loss reserve management
• Assign the right resources to a certain claim based on skills, location and capacity

Investigation & Adjustment:
• Detailed item verification process
• Claim appraisal & assessment; preparation of related reports
• Integration with 3rd parties for on-site visits and assessment by insurance investigators, attached related documentation to the claim
• Remote access via mobile/smart devises

Settlement & Indemnification:
• Claim payment management & recovery
• Subrogation
• Catalogue of assets, spare parts and repair/service shops helps cost the repair work on the spot of damages reported

Reducing Claim Costs;
• Reduce claim settlement amounts while decreasing time
• Eliminate claim leakage and minimise attorney involvement
• Streamline processes with automated workflow
• End-to-end management of reinsurance processes with built-in automations and processes for premium and claims allocation and calculation
• Definition and management of various reinsurance contract types: treaty and facultative
• Proportional and non-proportional: Quota – share, Excess of loss, Surplus
• Record easily and centrally all related information: dates, policy holder/version, policy covers, amendments, renewals, cancellation
• Track all claim-related information and associated transactions: bordereaux for premiums, claims, commissions etc.
• Automated generation of various accounting and bordereaux documents and reports
• Reinsurance payments and collection management
• Modular Based: Scale the platform according to your business needs!
• Extremely useful for multi-company organizations (support for multi reinsurance programs, currencies, languages)
• Excellent built-in performance charts and dashboards
• Give your clients and brokers the flexibility to access information 24/7 and to be able to interact with you online - from their computer or mobile device
• Issue an instant quote or an insurance policy with just a few clicks
• Broker, Employee and End-user content specific interface - highly personalized interactive self service capabilities (predefined rules for the information and sections a user can access, modify or see)
• Use different product visualization or offer different business lines for different target groups
• Easy access to users' and customers' data, policy/claim history, policy status, new policies and related documents
• Minimizes the time for transaction completion, thus boosting the ability to increase productivity and profit
• Better customer relationship management that increased customer satisfaction
• Automated transfer of data between D365 CE and Microsoft Business Central or any other ERP system
• Tools for Risk & Accounting Management
• Perfect for companies operating in more than one country - multi company & consolation of financial data
• International scope – MS D365 supports multiple languages & currencies out-of-the-box
• Management of cash flow and intuitive forecasting for future payables/receivables
• Supervision of all monetary transactions
• Reserve Management
• Accounting & Billing Management
• Simple and intuitive interface
• Fully integrated with Microsoft Power BI for real-time business intelligent capabilities with AI and Copilot
• On-demand dashboards and reports with drill-down functionality on product, cover, region, broker, policy holder or policy level - track KPIs of your whole business in a single place
• Take informed decision based on real-time performance indicators
• Ability to modify existing dashboards or create new ones: easy with just a few clicks!
• Ability to export reports and charts in various formats: Excel, PDF, WORD
• Ability to schedule and send reports automatically to the responsible department/person/client with predefined workflows
• Ability to define and create regulatory reports in predefined templates and format
• Reports for paid and expected premiums, unresolved and paid claims
• History reports and analysis by business lines and segments
• Define sales/agents targets & budgets, track productivity and analyze trends
• Ad hoc or customized analysis
• Easy to use on any smart device
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