Getting Started | Platform Overview
Last updated: Sep 28, 2026
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Getting Started | Platform Overview
Modular Solutions | Getting Started | Client Resource
Purpose
To introduce the Modular Platform, the nine modules it contains, the third-party integrations available through Solutions Exchange, and the additional services Modular Solutions offers.
Overview
The Modular Platform has nine integrated modules that enable insurers, mutuals, MGAs and brokers with programs to manage their entire operations seamlessly through a single software solution. Designed to be affordable and configurable, the platform is built to help businesses innovate, adapt and thrive in an evolving and competitive market.
Our Modules
| Module | What it does |
|---|---|
| Policy | Storage and management of all client details and documents. Management of the entire policy life cycle including submissions and proposals. Automated generation of applications, certificates, declarations and wordings. Manage work-in-progress, activities, payments and claims. |
| Claims | Manage the entire claims process including notice of loss, reserves, recoveries, salvage and settlements. Assign and manage third-party adjusters, vendors, additional claimants and reinsurers. Automated reserve adjustments and granular tracking of all financials. Manage balances, payments and approvals. |
| Product | Leverage integrations for data collection such as evaluators, water peril scoring, fire protection, binding suspensions and more. Automated wordings management and rendering. Control existing and new product delivery and versioning. No-code product changes enabling responsiveness to the market. |
| Finance | Full financial configuration for your chart of accounts, journal rules, fees and taxes. Integrated payment processors and premium financing. Reconciliation of all A/P and A/R. Full integration to desired accounting software. |
| Reinsurance | Set up contracts with your capacity providers, including commission parameters, aggregates, contract numbers, sections and dates. Manage contracts including renewals and other contract changes. Use the rules engine for capacity assignments and claims recoveries. Real-time data and production of bordereau, reporting and data analytics. |
| Intelligence | Suite of standard reports covering sales, operations, underwriting, finance, claims and reinsurance. Automated reporting and customised bordereaux reports tailored to product. Real-time access to the data warehouse to analyse for actuarial and reporting. Lloyds of London Lineage integration for bordereaux reporting. |
| Gateway | User friendly broker portal for distribution, changes, renewals and cancellations, with automated application, declarations and wordings. Brokerage or agency self-administration of their employees and roles within their offices. Broker and agent management of work-in-progress, payments, claims, pink cards, certificates and more. Direct-to-consumer quote, bind and issuance of your products through Gateway+. |
| Stakeholder | Set up and manage brokerage or agency hierarchy, with the flexibility to handle complex many-to-many relationships between offices and broker codes. Manage brokerage and agency relationships with activities, documents and alerts. Manage automated email document distribution and communication. Facilitate broker transfers and billing type changes for your brokerage or agency partners. |
| Admin | Employee setup and management, including roles, permissions and grouping. Set up automated activities and email event triggers, and manage visibility for work-in-progress and follow-ups. Manage and configure your branding for the platform. Add primary business information and levels within your organisation. |
Solutions Exchange
Third-party API connections with trusted partners.
| Partner | Purpose |
|---|---|
| Dynamics 365 | Accounting |
| Intuit QuickBooks | Accounting |
| Bambora | Payment Gateway |
| EBizCharge | Payment Processing |
| Valet Finance | Premium Financing |
| Power BI | Data Analytics and Visualisation |
| VinLink | Information Search |
| Sanctions Search | Information Search |
| Fire Underwriters Survey | Fire Underwriters Survey |
| Farm Mutual Re | FarmRE |
| Verisk iClarify | Risk Management |
| Twilio SendGrid | Automated Email |
| Canada Post | Address and Mapping |
| Google Maps | Address and Mapping |
| Snowflake | Data Warehouse |
| Stytch by Twilio | Secured Login |
Additional Services
Optional services to assist our clients where needed.
| Service | What it covers |
|---|---|
| Training | The Modular Solutions team fully supports your onboarding process, including training so your staff are set up for success. |
| Conversion | We work with you to develop and execute a plan for the migration of your existing data onto your new Modular Solutions software. |
| Implementation | Our in-house implementation team of insurance and technological experts offer end-to-end support to clients. |
| Custom Development | Our development team scopes and determines the feasibility of all requests and will develop if deemed viable. |
| Product Build and Design | We assist with building your products including rates, rules, underwriting guidelines and user interfaces for your instance. |
Platform Overview Slides
Platform overview, page 1 of 3.
Platform overview, page 2 of 3.
Platform overview, page 3 of 3.
Status
| Article Status | Published |
| Audience | Partners and Clients |
| Owner | Partner Success, Modular Solutions |
| Last Reviewed | 28 September 2026 |
Version / Sprint Reference
| Area | Getting Started |
| Review Frequency | Quarterly, or when modules, integrations or services change |
