Power Apps · Insurance
Power Apps for Insurance
Replace paper forms and spreadsheets with custom mobile and desktop apps built on Microsoft Power Apps — no coding required from your team.
Why insurance businesses choose this
Power Apps built for insurance
Insurance brokerages and agencies lose revenue when renewal reminders go out late, claims intake is manually triaged, and compliance documentation is scattered across shared drives. During busy periods, new claims queue up while staff categorise and assign them by hand, delaying resolution and frustrating policyholders. Automating claims routing, renewal sequences, and AFSL compliance tracking on Microsoft 365 improves both broker productivity and client retention.
Increase policy renewal rates by 15-20% with automated reminder sequences
Cut claims intake and assignment time from hours to minutes with auto-triage
Maintain audit-ready AFSL compliance files with automated document collection
How it works
What we actually build and deliver
We start with your current paper form, spreadsheet, or manual process and design a mobile and desktop app that replaces it. Data is stored in Dataverse or SharePoint — whichever fits your environment. The app includes role-based access, validation rules, and offline support for field workers. We build, test, and deploy the app to your team with written guides and a walkthrough session.
The problem
What is slowing insurance businesses down
Claims intake and routing still partly manual
New claims arrive by email, phone, and online form. Someone has to read them, categorise them, and assign them — a slow, error-prone process during busy periods.
Renewal follow-up happening too late or not at all
Policy renewal reminders sent from a spreadsheet mean some clients lapse without realising, and brokers lose renewal income silently.
Broker compliance documentation is manual and fragmented
File notes, disclosure documents, and needs analysis forms are saved inconsistently across shared drives. Audit readiness requires hours of manual assembly.
What we build
Power Apps use cases for insurance
Digital claims intake and status tracking app
Policy review checklist and compliance sign-off app
Client onboarding and needs analysis capture app
FAQ
Common questions
Can the app work offline in the field?
Yes. Power Apps supports offline mode with automatic data sync when connectivity returns. We configure this for field-based workflows.
Can different users see different data?
Yes. We implement role-based access so managers, field staff, and admins each see the right records and actions for their role.
Do staff need to install anything?
Staff install the free Power Apps mobile app on their phone or tablet. Desktop users access the app through a browser — no installation needed.
Can this connect to our policy management or broking system (WinBEAT, Insight, Applied)?
Power Automate connects via API, email triggers, or CSV exports depending on your system. We confirm compatibility during scoping.
Can automation help with AFSL compliance documentation?
Yes. Power Apps can capture, version, and store all required compliance documents, with automated alerts when documents are due for review.
Is this suitable for a mid-size brokerage of 10–30 staff?
Yes. We deliver focused projects for brokerages this size and scope only what delivers clear ROI.
Explore more
Related solutions
Other services for insurance
Power Apps in other industries
Automation guides for insurance
Ready to automate your insurance business?
We will scope the work, provide a fixed price, and you decide. No obligation.