Insurtech

Insurers and insurance distributors built on software for pricing, sales and claims. It has no schema of its own: companies here are mapped on the Fintech companies schema, and what it does not cover is recorded as gaps.

Baseline: Fintech companies v1
Inherited from: Fintech companies
Mapped on the schema: 0 of 0 placed here
Primitives: 60 in 8 parts
Last updated: 3 Nov 2026

How automatable each primitive is, estimated from the 0 organizations mapped in public on the Fintech companies schema, which this industry inherits: the share of those with the primitive that run it on software. Estimate from public data: the share of mapped organizations that run this on software. Not a recommendation.

LevelAll60 High6 Medium32 Low22

Primitive	Layer	Automation	Peers on software	Software parts named most
User acquisition Demand: winning customers	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Rate quotes and proposals Demand: winning customers	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Origination Demand: winning customers	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Product design Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Planning and scheduling Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Procurement Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Client service delivery Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Quality control and file review Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Loan book and assets under management Supply: making or delivering the offer	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Logistics and fulfilment Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Servicing Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Client onboarding Customers: keeping them	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Client records Customers: keeping them	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Client retention Customers: keeping them	Process	MediumLayer only	0 of 0 mapped; too few to read	—
App sign-up and activation funnel Customers: keeping them	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Fee billing Money: getting paid and paying	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Collections and recoveries Money: getting paid and paying	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Payments and payables Money: getting paid and paying	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Payroll Money: getting paid and paying	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Funding and liquidity Money: getting paid and paying	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Ledger and reconciliation Money: getting paid and paying	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Hiring People: who does the work	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Onboarding and training People: who does the work	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Scheduling and capacity People: who does the work	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Reporting and dashboards Systems: tools and data	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Data management Systems: tools and data	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Disclosures and records Control: rules the company runs under	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Identity checks and anti-money-laundering Control: rules the company runs under	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Regulatory reporting Control: rules the company runs under	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Fraud and risk models Control: rules the company runs under	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Management cadence Direction: deciding where it goes	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Learning and improvement Direction: deciding where it goes	Process	MediumLayer only	0 of 0 mapped; too few to read	—

The rule, the same for every industry: with 5 or more organizations having the primitive, 50% or more of them on software is high, 20% or more medium, below that low. With fewer, the level rests on the primitive's layer alone and says "Layer only". Software parts are counted once per organization; a detected technology is named by its product. See the blueprint for which organizations run each.

LevelAll60 High6 Medium32 Low22

Primitive	Layer	Automation	Peers on software	Software parts named most
User acquisition Demand: winning customers	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Rate quotes and proposals Demand: winning customers	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Origination Demand: winning customers	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Product design Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Planning and scheduling Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Procurement Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Client service delivery Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Quality control and file review Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Loan book and assets under management Supply: making or delivering the offer	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Logistics and fulfilment Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Servicing Supply: making or delivering the offer	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Client onboarding Customers: keeping them	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Client records Customers: keeping them	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Client retention Customers: keeping them	Process	MediumLayer only	0 of 0 mapped; too few to read	—
App sign-up and activation funnel Customers: keeping them	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Fee billing Money: getting paid and paying	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Collections and recoveries Money: getting paid and paying	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Payments and payables Money: getting paid and paying	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Payroll Money: getting paid and paying	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Funding and liquidity Money: getting paid and paying	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Ledger and reconciliation Money: getting paid and paying	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Hiring People: who does the work	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Onboarding and training People: who does the work	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Scheduling and capacity People: who does the work	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Reporting and dashboards Systems: tools and data	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Data management Systems: tools and data	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Disclosures and records Control: rules the company runs under	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Identity checks and anti-money-laundering Control: rules the company runs under	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Regulatory reporting Control: rules the company runs under	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Fraud and risk models Control: rules the company runs under	Data	MediumLayer only	0 of 0 mapped; too few to read	—
Management cadence Direction: deciding where it goes	Process	MediumLayer only	0 of 0 mapped; too few to read	—
Learning and improvement Direction: deciding where it goes	Process	MediumLayer only	0 of 0 mapped; too few to read	—

Insurtech

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