Affinity provides a cloud‑based platform that unifies quoting, binding, and policy administration for insurance brokers, agents, and carriers. Its integrated UI and real‑time rate engine streamline the entire transaction, while a scalable REST API lets partners embed these functions into existing systems for faster, error‑reduced processing.
Funding
Funding not disclosed
Founders
Product
Problem
Insurance brokers, agents, and carriers often rely on disconnected systems for quoting, binding, and policy management, leading to manual data entry, slow turnaround times, and increased error risk.
Solution
Affinity offers a single, cloud‑based platform that consolidates quoting, binding, and policy administration into one workflow. The interface is designed for ease of use, allowing users to navigate the entire insurance transaction without switching applications. Built‑in insurance expertise guides users through rate selection and compliance checks, reducing the need for separate consulting. A robust, RESTful API lets partners embed rate, quote, and bind functions directly into their existing CRM, ERP, or agency portals, enabling real‑time pricing and seamless data flow. The platform also provides centralized policy records and reporting tools to improve visibility across the distribution chain.
Target Audience
Primary customers are insurance brokers, independent agents, and carriers (including MGAs) seeking to streamline distribution, as well as retailers and wholesalers that need faster market access and reduced manual processing.
Features
- Integrated UI for end‑to‑end quoting, binding, and policy lifecycle management
- Real‑time rate retrieval and underwriting rules engine powered by embedded insurance expertise
- Scalable REST API for direct integration of rate, quote, and bind capabilities into third‑party systems
- Automated data validation and compliance checks to minimize manual errors
- Centralized policy repository with searchable records and audit trails
- Configurable dashboards and reporting for performance monitoring and analytics