Insurance

Insurance operations software that enforces compliance and speeds up execution

Q: How does Process Street help with insurance compliance?

We automate the execution of regulatory processes and internal controls, so every task is tracked, every document is logged, and every audit is easier.

Q: Can I manage claims, policy workflows, and audits in one system?

Yes. You can standardize and track any process, claims intake, policy changes, compliance reporting, all in one platform.

Q: Is Process Street secure for customer and regulatory data?

Absolutely. We're SOC 2 Type II and ISO 27001 certified. All data is encrypted, access-controlled, and audit-ready.

Q: Does it support agency and broker workflows?

Yes. You can create workflows for onboarding, licensing, compliance, and communications with agents or brokers.

Q: Can I track execution across distributed teams or lines of business?

Yes. You get full visibility into task completion, audit logs, and reporting across roles, teams, and regions.

Q: Do I need engineering resources to build or update workflows?

No. Process Street is fully no-code. Compliance, ops, and business teams can manage workflows without IT involvement.

Process Street helps insurance teams automate workflows, enforce regulatory processes, and deliver consistent service at scale, without increasing risk.

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Trusted by more than 3000 companies

Compliant teamwork, one platform

Whether you're processing claims, managing policies, or preparing for audits, Process Street gives insurance teams one place to track tasks, enforce procedures, and prove compliance every step of the way.

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Policy administration & renewals

Automate policy setup, midterm adjustments, and renewal workflows, ensuring every step is logged and compliant.

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Claims intake & resolution

Standardize claims processing, assign tasks, collect documentation, and close the loop with audit-ready trails.

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Underwriting workflows

Enforce underwriting guidelines and automate task handoffs from application through approval.

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Agent & broker onboarding

Automate agent credentialing, licensing validation, and internal system access workflows.

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Meet Cora,
your AI compliance agent

AI-powered compliance, policy, and workflow automation, always up-to-date, always audit-ready.

Creates policies Instantly generate ISO, SOC 2, and HIPAA-compliant policies.
Builds workflows Transform static documents into actionable, trackable workflows.
Monitors regulations Stay ahead of regulatory changes with real-time updates.
Audits automatically Cora flags compliance gaps and keeps your documents aligned.

Compliance isn’t static anymore.

With Cora, your policies, procedures, and workflows stay living, dynamic, and audit-ready automatically.

Discover how Cora works

Compliance & audit prep

Turn compliance checklists into trackable workflows. Assign controls, log evidence, and prepare for audits automatically.

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Risk assessments & internal reviews

Run scheduled or ad hoc reviews with task assignments, documentation capture, and issue tracking.

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Policyholder communications

Standardize customer updates, renewal notices, and disclosures using automated workflows with embedded approvals.

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Training & certification tracking

Assign mandatory training, track completions, and automate recertification cycles across the org.

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What our customers are saying

"Previously, a single advisor could handle about 50 household relationships with manual processes; now, with Process Street, we’re set to scale and manage consultations for up to 500 clients per...Read more"

Tracy Siri

Marketing Director, CWM

Frequently asked questions

Can't find the answer you need? Contact our support team.

How does Process Street help with insurance compliance?

Can I manage claims, policy workflows, and audits in one system?

Is Process Street secure for customer and regulatory data?

Does it support agency and broker workflows?

Can I track execution across distributed teams or lines of business?

Do I need engineering resources to build or update workflows?

Unwavering security & compliance

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results