Coopera for Insurance
Accelerating Compliance, Claims, and
Customer Experience in Insurance
Insurers today must digitize faster than ever — driven by rising customer expectations, evolving risk, and increasing regulatory complexity. Coopera BOAT empowers insurers to streamline operations, accelerate claims, and maintain compliance with a secure, no-code platform that connects departments, data, and documents across the enterprise.
Streamline policy & claims operations across teams
Coopera helps insurance providers automate complex policy and claims workflows, eliminating silos and accelerating execution. From quote generation to endorsement and claims settlement, each step is traceable, streamlined, and compliant.
Achieve regulatory compliance without added complexity
Meet IVASS, GDPR, and Solvency II requirements with ease. Coopera ensures every document, action, and signature is logged, auditable, and stored in full alignment with insurance regulations—without increasing IT burden.
Improve customer experience & back-office efficiency
Speed up service delivery with automated processes that reduce paperwork, improve responsiveness, and keep clients and agents informed in real time. Empower back-office teams to do more—with less friction.
Key Use Cases
Policy Issuance & Endorsement Automation
Digitize the full policy lifecycle—from quote and underwriting to issuance and endorsement. Coopera ensures speed, accuracy, and regulatory compliance at every step.
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Digital policy generation workflows Automate issuance based on data entry, approvals, and templates.
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Document classification & versioning Organize endorsements and clauses with full traceability..
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e-Signature & timestamping Legally sign and seal contracts and policy documents.
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Secure multichannel delivery Send policy packages via email, portal, or integration.
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Digital FNOL (First Notice of Loss) Collect structured claim data via dynamic web forms.
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Multilevel case evaluation workflows Route claims to the right team based on value or risk.
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Document intake & fraud controls Validate photos, receipts, and forms with AI-assisted checks.
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Audit-ready settlement & archiving Ensure legal and regulatory requirements are fully met.
Key Use Cases
Claims Intake, Review & Settlement
Transform FNOL through to settlement with intelligent routing, automated documentation, and end-to-end visibility. Coopera shortens response times and ensures every claim follows a fully compliant, auditable path.
Key Use Cases
Compliance Management & Legal Correspondence
Coopera makes regulatory compliance manageable with prebuilt workflows for document handling, legal communications, retention policies, and long-term archiving—ensuring you're always audit-ready.
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Automated compliance checklists Ensure internal reviews follow regulated procedures.
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Legal document tracking & proof of delivery Monitor all outgoing communications with digital logs.
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Retention & deletion policies Automate document lifecycle per legal mandates.
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Integration with archiving & certification platforms Comply with long-term conservation requirements globally and locally.
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Commission request automation Commission request automation
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Contract & mandate management Ensure compliance with retention, legal, Handle agent onboarding, credentials, and signatures.
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Performance dashboard & SLA tracking Monitor activities and KPIs in real time.
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Secure access to shared documents Set granular permissions and control visibility.
Key Use Cases
Agent & Network Back-Office Support
Support your extended distribution network with digital tools for contract handling, commission management, and agent onboarding—ensuring traceability, performance visibility, and simplified operations.
Key Advantages
Why Coopera works for Financial Services
Coopera combines powerful no-code tools, intelligent automation, built-in compliance, and seamless integration to modernize insurance operations without disrupting legacy systems. It helps insurers simplify complexity while maintaining control.
No-Code BPMN Modeling
Design workflows for policies, claims, and partner management with no developers.
AI Document Understanding
Extract claim details, IDs, and financial data from documents automatically.
Modular & Scalable
Expand from one process to dozens—at your own pace.
System Integration Ready
Connect to CRMs, core policy systems, PEC, SDI, and legal archives.
Key Benefits
One Platform for Your Entire Insurance Lifecycle
Coopera becomes your centralized command center for digital insurance operations. From policy to claims to partner management, it unifies processes and documents while enforcing compliance and integration across all systems.
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Standardize workflows across lines of business
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Manage digital documentation with legal and insurance-grade traceability
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Ensure compliance with IVASS, GDPR, Solvency II
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Integrate with underwriting, claims, agent platforms, and more
Get Started
See It in Action!
Experience Coopera in a live scenario with your data and our specialists:
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Live Action: run a claim or policy process on your data
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POC Build: tailored proof of concept for your use case
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Open Lab: test Coopera in your operational context