InsurTech compliance software that keeps you fast, lean, and audit-ready

Q: How does Process Street help InsurTech companies stay compliant?

We automate core processes, underwriting, claims, audits, and training, so you can grow fast while staying compliant and audit-ready.

Q: Can I manage policy and claims workflows in one platform?

Yes. You can standardize and automate everything from issuance to resolution, with full visibility and audit trails.

Q: Is Process Street secure for sensitive customer and financial data?

Absolutely. We're SOC 2 Type II and ISO 27001 certified. Your data is encrypted, access-controlled, and fully auditable.

Q: Can I track agent licensing, training, and acknowledgment status?

Yes. We support agent and broker onboarding, licensing verification, and compliance workflows.

Q: Does this help with SOC 2 and regulatory audits?

Yes. Teams use Process Street to prep for and pass audits faster, with structured evidence collection and execution logs.

Q: Is it no-code and easy for ops to manage?

Yes. Process Street is fully no-code, so your ops, compliance, or support teams can own and update workflows without dev help.

Process Street helps InsurTech teams automate policy workflows, enforce regulatory compliance, and deliver consistent service at scale, without adding operational bloat.

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Trusted by more than 3000 companies

Compliant collaboration on a single platform

From underwriting and claims to SOC 2 audits and customer onboarding, Process Street turns recurring processes into automated workflows, tracked, enforced, and built to scale with your team.

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Policy issuance & lifecycle management

Automate policy creation, version tracking, mid-term adjustments, and renewals with audit-ready execution.

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Claims intake & resolution workflows

Route claims automatically, assign review tasks, and document resolution steps in real time.

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Underwriting rule enforcement

Turn your underwriting guidelines into step-by-step workflows with built-in approvals and documentation capture.

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Regulatory compliance & audit prep

Run compliance checklists, assign evidence tasks, and auto-generate audit logs for SOC 2, HIPAA, or state insurance requirements.

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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

Broker & agent onboarding

Automate credentialing, contract management, and portal access setup with fully trackable workflows.

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Customer onboarding & support handoffs

Standardize KYC, account setup, and support transition workflows for new policyholders or B2B clients.

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Security training & policy acknowledgment

Distribute policies, track acknowledgment, and automate annual compliance re-certifications.

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Security training & policy acknowledgment

Vendor due diligence & third-party risk

Qualify vendors, collect documentation, and log recurring risk reviews in a single, compliant system.

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Frequently asked questions

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

How does Process Street help InsurTech companies stay compliant?

Can I manage policy and claims workflows in one platform?

Is Process Street secure for sensitive customer and financial data?

Can I track agent licensing, training, and acknowledgment status?

Does this help with SOC 2 and regulatory audits?

Is it no-code and easy for ops to manage?

Unwavering security & compliance focus

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