SharePoint Solutions for the Insurance Industry

Trigent builds SharePoint solutions that connect and empower employees, customers and partners. We automate processes, reduce costs and create strategic market advantage for you. Our solutions enable insurance companies to optimize business performance, automate policy administration, underwriting, renewals, claims, application and vendor/agent collaboration.

SharePoint and Dynamics CRM based intranet portal development services for insurance firms from Trigent Software.


Policy Administration

Trigent builds solutions that enable all insurance transactions, including selling, underwriting, and policy processing. You can choose from an array of standard features of SharePoint such as document management, automated workflow, electronic forms, and business intelligence etc and apply them to business processes,substantially reducing cost and time to market.

Claims Servicing

Our SharePoint based claims servicing solutions include document management systems, automated and collaborated claims servicing workflows and electronic data collection. Your team will have insights into all the information necessary to service a claim from a simple browser interface, resulting in improved customer satisfaction and claims efficiency.

Collaboration for Agents and Brokers

Suitable for independent and captive agents and brokers representing life annuity and property and casualty lines, the SharePoint based solution provide agent/broker/vendor portal, document management and collaboration services, and automated workflow that connect agents to carriers for price quoting, underwriting, claims processing, and other policy origination or support activities.

Our SharePoint services offerings include customized solutions to help streamline your business processes. They include:

  • Configurable Business Workflow to suit your specific business processes
  • Document Management to manage your storage, retention and archival policies
  • FAST Search for easy access to documents using structured taxonomy and meta tags
  • Self Service Portals for Insurance carriers, Employers, Employees and Brokers to reduce manual intervention and improve customer satisfaction
  • Business Intelligence to better gauge how your business is performing
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Client Testimonials

  • "Trigent has provided us with the technical expertise we needed in Critical areas such as content management, and the delivery of multilingual content "
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    - Dr.Richard   Bedrosian,
    President, MyselfHelp.com

  • "One of the key things Trigent delivered was the upgrade of our PO Transmission software. It's absolutely been running like a charm ..."
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    Co-Founder, eBags.com
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    CIO, eLaw.com

  • "Trigent's highly competent development team managed to deliver our software projects within our aggressive timeframe and budget ..."
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    President, Data Guard Systems

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    Founder, ebiz Industries