Fintech · Insurtech · 200–1000 · North America #b009_08

Context

We provide a software platform and outsourced administration to life insurance carriers, combining a SaaS business with regulated servicing operations.

Industry

Fintech · Insurtech

Size

200–1000 employees

Region

North America

Tools budget

$5K–20K per month

Needs

Fraud prevention. Our service operations need better signals to flag suspicious claims and applications before they reach investigators.

Today: risk control analysts investigating suspicious applications with manual quality monitoring · Urgency: now

Internal developer platform. Platform engineers maintain clusters, pipelines and on-call by hand and want a smoother internal developer platform.

Today: a platform team supporting carrier API customers on cloud infrastructure · Urgency: later

Revenue recognition & billing. Complex enterprise deals make revenue recognition at close slow and spreadsheet-driven.

Today: revenue operations accountants closing billing in an ERP with a CRM and BI layer · Urgency: now

Who decides

cfo finance · security review

Expects from suppliers

Integrates with our CRM and billing systems; Kubernetes-native deployment; Controls suitable for carrier audits

Not a fit

Point tools for consumer lending only; Vendors without carrier-grade security reviews

Stack

Kubernetes, CI/CD pipeline in place, CRM in place, data warehouse: cloud

Buying triggers

tool consolidation, scaling transaction volume