Insurance Portal Development

Insurance Portal Development for Brokers and Clients

We build secure, data-rich insurance portals that consolidate policies across brokers and carriers, visualize entire programs as interactive tower diagrams, and let risk managers query their own data in plain English — no SQL, no spreadsheets, no waiting on a broker email.

Enterprise SSO & RBAC
Multi-Broker, Multi-Carrier
Natural-Language Queries

Portals engineered for

Brokers
Risk Managers
Corporate Insureds
Carriers & MGAs
Finance & Treasury
Executive Stewardship

Portal Capabilities

One Portal for Your Entire Insurance Program

Ask Your Program Tower

Live Demo · D&O Tower 2026

Program Tower
Total limit $100M
$75M
Excess Layer 4 · Munich Re
Renews Q1
$50M
Excess Layer 3 · Swiss Re
$35M
Excess Layer 2 · AIG
Renews Q1
$25M
Excess Layer 1 · Chubb
$0
Primary Layer · AXA XL
Renews Q1
Grounded in your portal data · rows one click away

Interactive Program Tower Diagrams

Visualize your full insurance tower the way underwriters and risk committees actually think about it — primary and excess layers, attachment points, participations, SIRs, and reinsurance — all rendered as an interactive diagram you can drill into, compare across years, and export straight into stewardship decks.

Layered LimitsAttachment PointsReinsurance ViewsYear-over-Year

Ask-Your-Portal — Natural Language Queries

Type a question the way you'd ask a colleague — "Which layers renew in Q1 and exceed $20M?" or "Show total D&O premium by carrier over the last 3 years" — and get answers computed against your actual portal data, with the underlying rows one click away for audit.

LLM + SQLGrounded in Your DataCited SourcesZero Hallucinations

Role-Based Workspaces & Document Hub

Tailored workspaces for risk managers, treasury, brokers, and executives — each seeing only what they need, with SSO, granular RBAC, audit trails, and a search-first hub for certificates, schedules, endorsements and binders.

SSORBACAudit LogsDocument Search

Executive-Ready Dashboards

Dashboards engineered for stewardship meetings, renewals, and board reporting — premiums, limits, retentions, and broker performance side by side, refreshed automatically.

Renewal PrepStewardshipBoard ReportingDrill-Down

The Roxosoft Differentiator

Engineering for Business Outcomes

01

API Integration Masters

A modern portal is only as good as its integrations. Our senior engineers securely orchestrate dozens of REST/GraphQL APIs, payment gateways, and legacy endpoints into a single, unified pane of glass.

REST / GraphQLPayment GatewaysUnified Pane of Glass

02

High-Availability Architecture

Brokers work around the clock, and so should your portal. We architect decoupled systems with aggressive edge caching, keeping your frontend lightning-fast even during nightly legacy core batch processing.

Edge CachingDecoupled SystemsAlways-On

03

Metrics-Driven UI Engineering

We don't just write React code; we optimize for conversion. Our architects implement A/B testing frameworks and deep analytics tracking to continuously refine the quoting experience.

A/B TestingAnalytics TrackingConversion-Focused

Featured Work

The Portal Delivery Story

Portal DeliveryUS-based InsurTech Platform

Accelerating Portal Delivery for a US InsurTech Leader

A major US AI-InsurTech platform was bottlenecked shipping broker and client portal features through a single vendor. Roxosoft integrated as a parallel engineering hub, matched the primary team's portal delivery cadence in weeks, and doubled the pace at which new portal capabilities reached brokers and policyholders — with zero disruption to live users.

We don't just staff projects; we take ownership of the most complex modules and drive them to market leadership.

Read the full case study

2×

Development Velocity — matched primary vendor throughput in <8 weeks

#1

Primary Vendor Status — promoted from secondary to lead architect

5+

Years of Continuity — multi-year strategic partnership

Technology Stack

A Portal Stack Tuned for Insurance Data Density

We pick technologies that make data-dense, multi-tenant, enterprise-secured portals feel responsive — even when they're aggregating decades of policy history.

Angular / React

Complex data grids, dashboards & workflows

.NET Core APIs

Secure, high-throughput backend services

Azure AD / SSO

Enterprise identity and SCIM provisioning

SQL Server / PostgreSQL

Multi-tenant, audited data layer

LLM + Text-to-SQL

Grounded natural-language querying over your own portal data — with citations, guardrails and audit trails

RBAC & Policy Engine

Fine-grained permissions per program & broker

Start the Conversation

Ready to Replace Spreadsheets With a Single Insurance Portal?

We design and build the portals that risk managers, brokers, and executives actually use every day — secure, fast, and built around real insurance workflows.

What Happens Next?

1

We Analyze Your Requirements

Our founders will personally review your project details and reach out to discuss your vision and goals.

2

NDA & Confidentiality

If needed, we sign a Non-Disclosure Agreement to ensure your ideas and data stay fully protected.

3

Project Proposal

We submit a comprehensive project proposal with timeline, milestones, and a transparent cost breakdown.

Why CTOs Choose Roxosoft

  • Direct access to founders and tech leads — no middlemen
  • 75%+ of our team are senior-level engineers
  • Microsoft, AWS, and Google certified professionals
  • Average client relationship: 5+ years

Offices in United States · Portugal · Spain · Senior data architects only.