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Project Requirement: AI-Powered Insurance Sales & Management Platform (International Market) Project Overview I am seeking an experienced software development company to design, develop, and deploy a scalable, secure, and AI-powered Insurance Sales & Management Platform for international markets. The platform should enable customers to compare, purchase, renew, and manage insurance policies online while empowering insurance agents and administrators with AI-driven automation for lead management, underwriting assistance, customer support, claims processing, and sales optimization. This is a greenfield product with a long-term roadmap, and we are looking for a strategic technology partner with proven InsurTech experience. --- Project Scope The solution should include the following modules: Customer Portal * User Registration & Secure Login * Customer Profile Management * Insurance Policy Comparison * Policy Purchase & Renewal * Premium Calculator * Online Payment Integration * Digital Policy Download * Claims Submission & Tracking * Document Upload & Verification * Personalized Insurance Dashboard * Renewal Notifications * Email & SMS Notifications Insurance Agent Portal * Lead Management * Customer Management * Quote Generation * Policy Sales * Commission Tracking * Follow-up Management * Customer Communication * Performance Dashboard Admin Portal * Dashboard & Analytics * Customer Management * Agent Management * Insurance Product Management * Policy Management * Claims Management * Commission Management * Payment Management * Reports & Business Intelligence * User Roles & Permissions * CMS for content management * Audit Logs AI Features (Mandatory) AI Insurance Advisor * 24×7 AI Chatbot * Natural language conversations * Insurance education * Personalized policy recommendations * Quote assistance * Customer support AI Policy Recommendation Engine Recommend suitable insurance products based on: * Age * Income * Occupation * Family Details * Health Information * Lifestyle * Budget * Existing Insurance * Financial Goals * Risk Profile AI Lead Scoring Automatically score leads based on: * Buying intent * Customer engagement * Website behavior * Communication history * Probability of conversion Categorize leads into: * Hot * Warm * Cold AI Document Processing * OCR document scanning * Automatic data extraction * Identity verification * Address verification * Policy document parsing * Form auto-fill AI Claims Assistance * AI-assisted claim submission * Document validation * Fraud detection * Duplicate claim detection * Risk scoring * Claim routing AI Sales Assistant * Cross-sell recommendations * Upsell recommendations * Personalized offers * Renewal prediction * Customer churn prediction * Sales forecasting AI Analytics * Customer Insights * Revenue Forecasting * Sales Analytics * Customer Lifetime Value * Risk Analysis * Business Intelligence Dashboard AI Voice Assistant (Optional) * Voice-enabled chatbot * Speech-to-text * Text-to-speech * Multilingual support Third-Party Integrations * Insurance Provider APIs * Payment Gateway * Email Services * SMS Gateway * WhatsApp Business API * CRM Integration * Calendar Integration * Digital Signature * Cloud Storage * Google Maps API (Optional) Technology Stack (Preferred) Frontend - React.js / [login to view URL] Backend - .NET Core / Node.js / Python Mobile (Optional) - Flutter / React Native Database - PostgreSQL / MySQL Cloud - Microsoft Azure / AWS / Google Cloud AI Technologies * OpenAI GPT * LangChain * RAG (Retrieval-Augmented Generation) * Vector Database (Pinecone, Weaviate, Chroma, or similar) * OCR (Azure AI Document Intelligence, AWS Textract, or Google Vision AI) * Machine Learning Models for Lead Scoring & Fraud Detection Security Requirements * Multi-Factor Authentication (MFA) * Role-Based Access Control (RBAC) * Data Encryption (At Rest & In Transit) * Secure API Authentication * Audit Logs * GDPR-ready architecture * OWASP security best practices Deliverables The selected vendor should provide: * UI/UX Design * Complete Source Code * Web Application * Admin Dashboard * API Documentation * Database Design * Deployment on Cloud * Testing (Unit, Integration, UAT) * Performance Optimization * Technical Documentation * User Manual * Knowledge Transfer * Minimum 3 months of post-launch support Vendor Eligibility (Mandatory) Only vendors with **proven experience in developing Insurance (InsurTech) platforms for international markets** should apply. The vendor must have: * Successfully delivered **at least 2–3 Insurance/InsurTech projects** for clients in the **USA, Canada, UK, Europe, Australia, UAE, or other international markets**. * Experience working with insurance companies, brokers, agencies, MGAs, or InsurTech startups. * Demonstrated expertise in AI-powered insurance solutions, including policy recommendation engines, claims management, underwriting automation, OCR-based document processing, AI chatbots, and fraud detection. * Strong experience integrating with insurance APIs, payment gateways, CRM systems, and third-party services. * A dedicated team including Project Manager, UI/UX Designer, Frontend Developers, Backend Developers, AI/ML Engineers, QA Engineers, and DevOps Engineers. Proposal Submission Requirements Interested vendors should include: * Company Profile * Years of Experience * Team Structure * Portfolio of relevant Insurance/InsurTech projects * Case Studies * Live Product Links (if available) * Client References or Testimonials * AI Features implemented in previous projects * Proposed Technology Stack * Project Timeline * Estimated Budget * Support & Maintenance Plan * Warranty Period Selection Criteria Proposals will be evaluated based on: * Relevant InsurTech experience * International project portfolio * AI implementation expertise * Technical architecture * Security and scalability * UI/UX quality * Development methodology * Communication and project management * Delivery timeline * Cost-effectiveness * Post-launch support --- We are looking for a **long-term technology partner** capable of building a modern, scalable, secure, and AI-driven Insurance Sales & Management Platform that meets international standards and supports future expansion with additional insurance products, AI capabilities, and third-party integrations.
Project ID: 40614770
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46 freelancers are bidding on average ₹108,295 INR for this job

Building an AI-powered InsurTech platform of this scale requires a strong focus on security, scalability, and long-term growth. I'll begin by understanding your business workflows and designing a modular architecture that supports customer, agent, and admin portals, along with AI-powered features such as policy recommendations, lead scoring, OCR document processing, claims assistance, analytics, and chatbot support. The platform will be developed using modern technologies with secure APIs, RBAC, cloud deployment, and a responsive UI, ensuring it's production-ready and easy to expand as your business grows. I'll also provide complete documentation, deployment support, testing, and post-launch assistance to ensure a smooth rollout. I look forward to discussing your roadmap and the best technical approach for your platform. Best regards, Akif K
₹75,000 INR in 7 days
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Hey, We will build your AI-powered Insurance Sales and Management Platform: customer portal, agent portal, admin dashboard, and the full AI layer (recommendation engine, lead scoring, claims assistance, fraud detection, and chatbot). For the AI stack, we will wire GPT with a RAG pipeline backed by a vector store so the chatbot and recommendation engine pull answers from your actual policy data. OCR document processing will feed directly into the claims workflow, flagging duplicates and fraud signals before a human reviews. A couple of quick things to confirm: 1) Do you have existing insurance provider APIs in mind, or do we need to research and integrate based on target markets? 2) Which cloud provider do you prefer (Azure, AWS, or GCP)? The number quoted here is a starting estimate. Looking forward to potentially working together. Thanks, Faizan
₹84,867 INR in 25 days
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I can help with this, Hi, I will deliver your AI-powered Insurance Sales & Management Platform with all three portals (Customer, Agent, Admin), the GPT/LangChain/RAG recommendation engine, OCR document processing, and AI lead scoring built into a single deployment on Azure. On a similar InsurTech build, integrating the policy recommendation engine directly into the quote flow increased conversion rates noticeably compared to a standalone comparison page. Questions: 1) For the AI Claims Assistance module, do you already have a fraud detection ruleset, or will that be trained from historical claims data? 2) Which insurance provider APIs will need integration at launch? Share your priority module list and I will map out a phased timeline this week. Ready to start whenever you are. Kamran
₹85,682 INR in 25 days
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Hi there, I have gone through the AI-Driven InsurTech Solution Development AI-Driven InsurTech Solution Development. It looks straightforward at first, but in my experience, there’s usually a key detail that can cause issues later. I’ve handled similar projects before and can outline a practical approach for you. I have over 10 years of experience in AI Chatbot, AI Model Development, AI Content Creation, AI Development, AI Voice Agents, AI Integration, AI Automation, AI Quality Assurance, AI Strategy, AI Training Data, and I'm excited to be part of your project. For similar work and case studies, feel free to check my profile: https://www.freelancer.com/u/microlent Let's discuss your project in the chat so I can recommend the most practical and cost-effective solution. ~ Rajesh
₹112,500 INR in 40 days
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Hi, We specialize in building enterprise InsurTech platforms with AI-driven automation. We can deliver your greenfield platform featuring multi-tier portals for customers, agents, and admins, complete with real-time policy comparison, claims tracking, and payment gateways. Our team will integrate LLM advisors, RAG-powered recommendation engines, OCR document parsing, AI lead scoring, and fraud detection within a secure, GDPR-compliant cloud architecture. Kindly contact via private message so that i can send you detailed proposal. Looking forward to hearing back from you. With Regards, Raghav, BLW TECH
₹130,000 INR in 35 days
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With two decades of PHP-development experience, I'm more than equipped with your core requirements. My proficiency in WordPress, Laravel, and utilizing third-party APIs fits snugly with your need to design a scalable and secure, AI-driven platform for the global insurance market. While I specialize in robust, customizable solutions, my work reflects an understanding that a dependable system is as critical as its high performance – especially one that plans for the future like yours. An Insurtech solution demands a holistic approach incorporating both frontend and backend technologies, as well as third-party integrations. Fortunately, with React.js and .NET Core being my go-to languages paired with PostgreSQL databases (which ensures data integrity even at scale), I am adept at creating platforms comparable to what you envision. Moreover, I’ve worked with cloud platforms like Azure and AWS- providers I can enable for end-to-end security measures such as multi-factor authentication (MFA) and data encryption to adhere to GDPR regulations- which your solution most definitely calls for. My keen eye towards long-term project viability coincides with your demand for an ever-evolving greenfield product. My portfolio features skillful troubleshooting and optimization abilities alongside facilitating undisturbed expansion that may come along the way – exactly what you need when working on a solution holding long-term promise. Therefore, by embodying reliability yet adaptability.
₹80,000 INR in 25 days
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Hello, With 10 years of experience in building scalable web applications and AI-powered business platforms, I can develop a secure, enterprise-grade Insurance Sales & Management Platform that is designed for long-term growth. I recommend React.js/Next.js for the frontend, Node.js for the backend, PostgreSQL as the database, and OpenAI with a RAG architecture for intelligent policy recommendations, AI chat, document processing workflows, and sales automation. My expertise includes CRM and ERP systems, AI integrations, REST APIs, cloud deployment, secure authentication, responsive UI, and maintainable architecture with performance optimization. I follow secure coding standards, RBAC, encryption, and API-first development to ensure a reliable and scalable solution. I would welcome the opportunity to discuss your roadmap, technical architecture, milestones, and long-term vision. Best regards
₹75,000 INR in 7 days
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I'm Mahad Sheikh, a seasoned technologist with extensive experience in AI development and the insurtech domain. Throughout my career, I've honed my skills aligning complex requirements to efficient, long-term solutions; a quality your greenfield project desperately needs. From the Customer Portal that enables smooth onboarding and easy policy comparisons to the AI Sales Assistant that optimizes sales strategies at each touchpoint, my tailormade approach ensures we'll fulfill all your needs. As a technology partner, I prioritize clarity, strategy, and execution throughout development. We'll follow OWASP security standards and GDPR-ready architecture; putting your users' data protection first. Also, my profound understanding of Microsoft Azure / AWS / Google Cloud puts me at an excellent position to leverage these platforms for a scalable infrastructure that won't falter as user demands increase globally. Let's not forget about the AI engine! My expertise with OpenAI GPT, LangChain, RAG, OCR's, and more perfectly aligns with your project's cognitive demands. From a personalized policy recommendation system using customer information points like age, income, and health data to automating processes such as claim submission and fraud detection using machine learning models, I can create an automated system that boosts efficiency and service quality.
₹100,000 INR in 6 days
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Could you elaborate on the specific AI features that are most critical for your Insurance Sales & Management Platform? Understanding your priorities can help tailor the solution effectively. I have extensive experience in developing InsurTech solutions, having successfully delivered multiple AI-powered platforms for clients in international markets including the USA and Europe. My expertise encompasses the full development lifecycle, from responsive UI/UX design to backend implementation using robust technologies like .NET Core and React.js. I specialize in integrating advanced AI features such as recommendation engines, chatbots, and claims automation, ensuring they align with industry standards. With a focus on security, scalability, and performance, my team is ready to support your vision for this greenfield product. Let’s discuss how we can collaborate to create a groundbreaking platform customized for your needs. Best Regards,
₹100,000 INR in 3 days
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Hi, New on Freelancer — 20 years of development experience behind us. We're taking our first few projects here at a fraction of our normal rate purely to build our review history. You get senior agency work at junior pricing; we get a review. Straight trade. integrating AI voice agents with international insurance platforms often requires careful attention to local compliance and data privacy regulations. To start, I'd focus on ensuring that the AI models are adaptable to different regional requirements and languages. Can you share more about the specific regions you're targeting?
₹112,500 INR in 7 days
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This is a serious, international InsurTech product, and the right positioning is to show you can own the full stack: secure multi-tenant core, policy lifecycle, payments, and a pragmatic set of AI features that actually move the business. The key is a cloud-native, microservice-ish architecture with a clean separation between core policy data and AI services. I’d propose ₹12–18 lakhs for a focused MVP (customer + admin portals, core policy/quote flows, basic payments, and 1–2 AI features like recommendation + chatbot), or ₹2,200–2,500/hour for a phased engagement. The posted budget is okay for an initial phase, but a full international-grade platform with all AI modules will exceed that unless scope is tightly staged. One quick question: do you already have target markets and regulatory requirements (GDPR-only, or specific insurance regulations by country) that should drive the architecture and data model?
₹150,000 INR in 21 days
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