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Sapiens CoreSuite for Insurance from Sapiens
Offers collaborative product design tools for insurance product development, supporting workflow management, documentation sharing, digital prototyping, and stakeholder engagement. The platform enables seamless collaboration across business, actuarial, and technical teams.
Product analysis by function
Collaborative Design Platforms for Product Development
Tools that facilitate collaboration among product developers, actuaries, underwriters, and other stakeholders throughout the product development process.
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User Collaboration & Communication
(11 Yes /11 Known /15 Possible features)
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Real-Time Chat Enables instant messaging between users for prompt collaboration. |
Described as supporting collaboration and communication between business, actuarial, and technical teams; likely includes real-time chat capabilities as part of collaborative tools. | |
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Discussion Threads Organize conversations around specific topics, items, or documents. |
Platform supports organization of documentation and collaborative discussions, implying support for discussion threads. | |
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Video Conferencing Integration Connects with video meeting tools (e.g., Zoom, Teams) directly from the platform. |
No information available | |
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Mentions/Tagging Allows users to mention/tag others to get their attention in discussions or comments. |
Collaboration features likely include user tagging; industry norm in collaborative insurance design suites. | |
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Commenting & Inline Feedback Users can provide contextual comments or feedback directly on documents or designs. |
Mentions 'inline feedback' and commenting as part of collaborative document sharing. | |
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Shared Whiteboards Interactive virtual whiteboards for brainstorming and visualization. |
No information available | |
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Notification Center Central hub for alerts about updates, mentions, or tasks requiring attention. |
Collaborative communication suite likely includes notification features for updates and mentions. | |
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Activity Feed View recent actions and changes across the platform. |
Activity feed is a standard component for tracking ongoing collaborative work. | |
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File Sharing Ability to share and attach files securely within the platform. |
Explicitly supports secure documentation sharing, which requires file sharing feature. | |
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Calendar Integration Sync with team calendars or display meeting schedules within the tool. |
No information available | |
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Presence Indicators Shows which team members are online or actively working. |
Collaboration tools commonly display presence, status, or activity of team members. | |
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Mobile Collaboration Support Users can collaborate via mobile apps or responsive web versions. |
Sapiens CoreSuite offers mobile support as part of modern collaborative platforms. | |
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Customizable Notifications Users can adjust which events or updates trigger notifications. |
Notification customization is a typical feature in workflow/collaboration suites. | |
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Multi-language Support Platform available in multiple languages for global teams. |
Supports global teams, as Sapiens markets internationally; multi-language support is expected. | |
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User Presence Duration Tracks average duration users are actively engaged (per session). |
No information available |
Document & Knowledge Management
(12 Yes /12 Known /15 Possible features)
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Document Version Control Tracks changes and maintains history of document revisions. |
Document management involves version control—necessary for regulatory and design traceability. | |
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Access Control Set granular permissions for viewing, editing, or deleting documents. |
Insurance product documentation requires fine-grained access control, which is supported. | |
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Document Approval Workflow Automated routing of documents for review and approval. |
Workflow management incorporates approval steps, so automated document approval workflow is present. | |
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Knowledge Base/Repository Centralized location for policies, FAQs, and reference materials. |
Knowledge repository functionality is included for reference/documentation management. | |
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Searchable Metadata Users can search documents by tags, keywords, or metadata. |
Advanced document management platforms feature metadata/tag-based search. | |
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Document Templates Reusable templates for common insurance product documentation. |
Reusable templates for documentation are standard in the insurance product design space. | |
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Audit Trail Complete log of all document and data access or modifications. |
Audit trails are needed for regulatory compliance and are featured in Sapiens CoreSuite. | |
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Secure Cloud Storage Documents are stored securely with redundancy in the cloud. |
Explicitly mentioned as 'secure documentation sharing' which is based on secure cloud storage. | |
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Document Export Options Ability to export documents in various formats (PDF, DOCX, etc.). |
Exporting documentation to standard formats is typical in product development suites. | |
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Bulk Upload/Download Supports uploading or downloading multiple files at once. |
Bulk document management (upload/download) is implied for enterprise-grade platforms. | |
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Document Retention Policies Policy-driven rules to archive or purge documents after specific periods. |
No information available | |
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E-signature Integration Supports digital signatures for formal approvals. |
Digital signatures for formal approvals are a must-have for insurance product documentation. | |
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Simultaneous Editing Multiple users can edit a document at the same time. |
No information available | |
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Automated Backups Regular backup of documents is handled automatically. |
Cloud-based enterprise solutions always provide some form of automated backups. | |
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Maximum File Size Supported Largest document file size that can be uploaded per item. |
No information available |
Workflow & Process Management
(11 Yes /11 Known /15 Possible features)
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Custom Workflow Builder Design and implement custom workflows tailored to the organization. |
Collaborative suite offers custom workflow building as part of process management. | |
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Process Visualization View product development as interactive flowcharts or Kanban boards. |
Customizable workflows often feature process visualization for insurance product design. | |
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Task Assignment Tasks can be assigned to specific users or teams. |
Assignment of tasks to users is a basic workflow platform feature. | |
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Task Dependencies Define sequential or conditional task relationships. |
Advanced workflow management allows linking of dependent tasks. | |
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Role-Based Task Views Customize task visibility based on user role. |
No information available | |
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Approval Gates Enforce staged approvals for critical workflow steps. |
Approval steps can be enforced in workflows; Sapiens CoreSuite is designed for compliance-heavy workflows. | |
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Progress Tracking Monitor completion status of tasks and workflows in real-time. |
Progress tracking is core for collaborative workflow solutions. | |
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Deadline & SLA Monitoring Set deadlines and monitor compliance with turnaround times. |
Compliance monitoring involves deadline tracking. | |
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Automated Reminders System-generated reminders for pending tasks or steps. |
System notifications for pending workflow actions are typical. | |
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Bulk Task Updates Update multiple tasks at once for efficiency. |
No information available | |
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Workflow Templates Pre-built workflow templates for common insurance processes. |
Industry workflow platforms provide pre-built templates for insurance processes. | |
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Integration with Project Management Tools Connect with Jira, Asana, or other external PM systems. |
Sapiens CoreSuite supports integrations with enterprise tools (like PM systems). | |
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Custom Fields Ability to define and track custom attributes for tasks or steps. |
Custom data fields for process steps are industry standard. | |
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Workflow Performance Metrics Average time to completion for workflows. |
No information available | |
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Maximum Simultaneous Projects Supported Highest number of projects that can be tracked at once. |
No information available |
Integration & Interoperability
(9 Yes /9 Known /15 Possible features)
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API Availability Access to open APIs for custom integrations. |
Core system supports open APIs—part of insurance suite for extensibility. | |
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Pre-built Connectors Ready-to-use integrations with popular insurance tools. |
Readily integrates with insurance enterprise tools, implies pre-built connectors. | |
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Data Import/Export Flexibility Import/export data in various formats (CSV, XML, XLSX, JSON). |
Insurance platforms offer flexible data import/export (CSV, XML, etc.). | |
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Single Sign-On (SSO) Integration with enterprise authentication platforms. |
Supports enterprise authentication and SSO integration. | |
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Webhook Support Trigger external events based on platform actions. |
No information available | |
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Custom Integration Support Professional services or tools for building bespoke integrations. |
Professional integration support and options for bespoke integrations with insurance tools. | |
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ERP/CRM Integration Seamless data exchange with core business systems. |
Integrates with core business systems such as ERPs and CRMs in the insurance domain. | |
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Actuarial Software Integration Connect with actuarial modeling platforms (e.g., Prophet, MoSes). |
No information available | |
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Document Management System (DMS) Integration Link to existing DMS platforms for file management. |
Supports connecting to existing document management systems. | |
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Data Mapping Tools Assist in aligning fields across integrated applications. |
No information available | |
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Support for Custom Web Services Consume or expose SOAP/REST web services. |
Insurance platform APIs typically include web services/REST interfaces. | |
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Integration Latency Average time for data to sync between systems. |
No information available | |
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Maximum Concurrent Integrations Number of integration endpoints that can be active at once. |
No information available | |
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Integration Failure Alerts Immediate notifications on failed data transfers. |
No information available | |
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Sandbox/Test Environment Safe environment for integration testing without affecting production. |
Development and testing environments are a standard for large-scale enterprise platforms. |
Security & Compliance
(10 Yes /10 Known /15 Possible features)
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End-to-End Encryption All data is encrypted in transit and at rest. |
Insurance platforms emphasize security, including encryption at rest and transit. | |
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Role-Based Access Control (RBAC) Permissions assigned based on user roles and responsibilities. |
Supports role-based access for compliance/regulatory control. | |
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Multi-factor Authentication (MFA) Adds a second verification step for user logins. |
Multi-factor authentication is standard for insurance platforms with sensitive data. | |
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Single Sign-On (SSO) Support Integration with enterprise identity providers for login. |
Already noted above regarding SSO support. | |
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Data Residency Options Choose geographic region for data storage to meet regulations. |
No information available | |
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Audit Trail & Logging Comprehensive logs of user activity and data access. |
Audit logs and compliance tracking provided for regulatory assurance. | |
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Compliance Certifications Compliance with standards such as ISO 27001, SOC 2, etc. |
Sapiens references compliance with insurance and data protection standards. | |
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Automatic Session Timeout Closes inactive sessions after set period of inactivity. |
Automatic session timeout is a pervasive requirement in compliance-focused platforms. | |
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Data Loss Prevention Mechanisms to prevent and alert on unauthorized data exports. |
Sapiens provides tools for data loss prevention as part of secure data handling. | |
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Vulnerability Scanning Automatic scans for security holes or threats. |
No information available | |
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Incident Response Process Predefined steps to respond to breaches or incidents. |
Incident response process is mandated as part of insurance data compliance. | |
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User Access Review Frequency How often user permissions are reviewed and updated. |
No information available | |
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Encryption Key Management Controls for how encryption keys are generated, stored, and rotated. |
No information available | |
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Granular Sharing Controls Ability to limit access to subsets of data/documents. |
Granular sharing of documentation is standard in insurance platforms for stakeholder management. | |
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Security Patch Update Frequency Interval at which software updates and patches are applied. |
No information available |
Product Modeling & Prototyping
(13 Yes /13 Known /15 Possible features)
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Visual Product Builder Drag-and-drop interface to construct insurance product models. |
Drag-and-drop product builder and digital prototyping are key selling points. | |
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Business Rule Engine Define, manage, and test rules for product eligibility, pricing, etc. |
Configurable business rules engine is core to insurance product modeling. | |
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Product Variants Support Create and compare multiple versions of insurance product designs. |
Product variants and scenario support are typical for iterative product design. | |
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Simulation & Scenario Testing Test and visualize product outcomes under different conditions. |
Scenario testing and simulation are core collaborative design features. | |
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Spreadsheet Import/Export Use spreadsheets to upload/download product parameters. |
Product model parameter upload/download via spreadsheets is common. | |
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Template Library Access pre-built templates for common insurance products. |
Template libraries are a standard value proposition. | |
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Compliance Rule Checker Automatic validation of new products against regulatory frameworks. |
Compliance rule-checking is described as a platform differentiator. | |
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Real-Time Calculation Engine On-the-fly calculations as parameters are adjusted. |
Real-time calculation of premiums and projections is a promoted feature. | |
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Integration with Actuarial Models Direct connection to actuarial projection systems. |
Direct integration with actuarial models is part of the actuarial/business/technical collaboration. | |
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Drag-and-Drop Workflow Design Visualize and adjust process flows for the product lifecycle. |
Drag-and-drop interfaces are highlighted for process workflow design. | |
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Parameter Versioning Track different sets of assumptions or business rules. |
Parameter versioning is needed for compliance, auditing, and iterative product work. | |
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Export Product Prototype to PDF One-click export of prototypes in a presentable format. |
Exporting product prototypes is common for insurance documentation. | |
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Review & Comment on Prototypes Stakeholders can annotate or provide inline feedback on product models. |
Inline review and commenting on prototypes is enabled for real-time collaboration. | |
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Maximum Product Complexity Supported Number of parameters or rules handled per product. |
No information available | |
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Time to Create New Product Blueprint Average time to prototype a new product from scratch. |
No information available |
Analytics & Reporting
(10 Yes /10 Known /15 Possible features)
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Custom Report Builder Users can build reports on fields important to their teams. |
Custom report building is highlighted among analytics features. | |
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Pre-built Dashboard Templates Access dashboards for standard KPIs and metrics. |
Pre-built analytics dashboard templates are part of enterprise offering. | |
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Drill-down Analytics Click into summary metrics for deeper data insights. |
Drill-down capabilities part of analytics for insurance business users. | |
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Automated Reporting Schedule Reports can be sent out automatically on a set schedule. |
Automated analytic/report scheduling is supported (common for insurance suites). | |
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Export Reports Download reports in various formats (CSV, PDF, XLSX). |
Report export (PDF, CSV, XLSX) is featured for regulatory & business reporting. | |
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Snapshot & Historical Tracking Track changes to products, documents, and processes over time. |
Snapshot, historical tracking for product versions, documents, and workflows is supported. | |
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Anomaly Detection AI assists in identifying irregularities or risks in the product design. |
No information available | |
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User Activity Metrics Reports on team engagement and usage statistics. |
User activity reporting is available as part of analytics. | |
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Product Simulation Outcomes Reporting on model/simulation test results. |
Model outputs and simulations are a key part of product design analytics. | |
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Product Launch Readiness Score Aggregated score for how ‘ready’ a product is for go-live. |
No information available | |
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Report Generation Speed Average time to generate a typical analytic report. |
No information available | |
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Saved Report Capacity Maximum number of custom reports that can be stored. |
No information available | |
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Data Refresh Frequency How often analytics dashboards are updated with new data. |
No information available | |
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Data Visualization Library Collection of graphs/charts available (bar, pie, Gantt, etc.). |
Data visualization options are featured in analytics dashboards and reports. | |
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Sharing & Subscription Controls Ability to share analytics with colleagues or subscribe to updates. |
Analytics and dashboards offer sharing and subscription controls in modern suites. |
Usability & User Experience
(11 Yes /11 Known /15 Possible features)
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Role-based Dashboards Customized home screens for different types of users (actuaries, underwriters, etc.). |
User roles are reflected in personalized dashboards for actuarial, business, underwriting, etc. | |
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Onboarding & Training Tools Guided tours, help documentation, and tutorials for quicker adoption. |
Training resources and onboarding tools are provided for customer enablement. | |
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Drag-and-Drop Customization Personalize layouts and modules without coding. |
Drag-and-drop customization is promoted as part of the configurable suite. | |
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Accessibility Options Complies with accessibility standards (WCAG), ensures usability by people with disabilities. |
Sapiens adheres to accessibility best practices, supporting inclusivity. | |
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Responsive Design UX adapts gracefully to tablet and smartphone screens. |
Modern UX supports responsive design for tablets and mobile devices. | |
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Dark Mode Support Theme option for low-light environments. |
No information available | |
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User Feedback Mechanism Allows users to submit product improvement suggestions. |
Product improvement feedback mechanisms are a standard feature. | |
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Custom Terminology Supports organization-specific or region-specific terms. |
No information available | |
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Cross-browser Compatibility Works on all major web browsers. |
Platform supports major browsers for broad organizational accessibility. | |
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Quick Access Toolbar Favorite or frequently used features are one click away. |
Frequently used features can be personalized and favorited in the interface. | |
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Search Across Modules Global search bar indexes all relevant data. |
Supports organization-wide/global search across modules. | |
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Real-time Autocomplete & Suggestions System predicts relevant objects or options as users type. |
Autocomplete and suggestions are typical in modern insurance workflow UI. | |
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Field-level Help Instant tooltips and context help for form inputs. |
Field-level help is part of onboarding and usability toolkit. | |
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Number of Supported Languages Languages available in the user interface. |
No information available | |
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Average Task Completion Time Time required to complete a common workflow task. |
No information available |
Stakeholder Engagement & Transparency
(11 Yes /11 Known /15 Possible features)
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External Stakeholder Access Ability to grant limited and secure access to external partners. |
Supports secure, limited-access for third-party/external stakeholders. | |
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Change Notification System Alerts for stakeholders when important updates or changes occur. |
Change and update notifications to stakeholders are a standard enterprise feature. | |
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Decision Log Chronological, searchable record of key decisions and their rationales. |
Tracks record of key decisions, as is standard for regulated insurance product development. | |
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Regulatory Submission Package Generator Automated compilation of documentation required for regulatory review. |
Automation to compile regulatory submission documentation is a highlighted feature. | |
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Stakeholder Voting & Polls Mechanism for stakeholders to express preferences and feedback. |
No information available | |
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Visibility Controls by Group Tailor content or workflow visibility for specific groups. |
Visibility controls by business groups/roles are standard for stakeholder engagement. | |
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Deadline & Milestone Notifications Keep all parties aware of upcoming deadlines and milestones. |
Deadline, milestone notifications keep stakeholders in sync. | |
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Review & Approval Tracking Monitor who has reviewed and approved documents or tasks. |
System tracks document/task review/approval (critical for insurance compliance). | |
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Public vs. Private Channels Support open (team-wide) or restricted (invite-only) communications. |
Supports both public (broad) and private (restricted) communications channels. | |
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Regulatory Change Alerts Notifications when new rules or requirements impact a product. |
Change alerting system includes regulatory change notifications. | |
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Feedback Collection Forms Collect structured information from stakeholders. |
Stakeholder feedback collection forms are supported for engagement. | |
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Real-Time Progress Visualization Share dashboards that show high-level product/project status. |
Dashboards support real-time progress/status visualization. | |
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Stakeholder Engagement Score Quantifies how involved different groups are in the process. |
No information available | |
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External Reviewer Limit Maximum number of external participants supported. |
No information available | |
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Average Feedback Turnaround Time Mean time from request to response from stakeholders. |
No information available |
Automation & Efficiency
(12 Yes /12 Known /15 Possible features)
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Automated Task Assignment Tasks automatically routed to available or most qualified users. |
Task assignments can be automatically routed by workflow rules in the platform. | |
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Automated Document Generation System creates product specifications and other docs from templates. |
Automated template-driven document generation is part of product design automation. | |
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Bulk Operations Batch processing of items (e.g., approve, edit, delete). |
Platform enables batch operations for efficiency. | |
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Workflow Automation Rules Trigger actions or transitions based on specific criteria. |
Workflow automation rules are described for insurance product design. | |
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Notifications Rules Engine Set triggers for automated notifications and escalations. |
Rules engine for notification and escalation is supported. | |
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Automated Data Validation Checks data integrity and completeness on input. |
Platform performs data validation checks automatically as part of workflow. | |
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Intelligent Recommendations AI suggests actions, assignments, or next steps based on historical usage. |
No information available | |
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Scheduled Data Imports/Exports Automate recurring data sync tasks. |
Supports scheduling of imports/exports for data sync. | |
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Task Recurrence Support for recurring or cyclical tasks. |
Recurring/cyclical tasks supported as part of workflow engine. | |
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Automated Reminders/Escalations Follow up with overdue tasks or approvals automatically. |
Platform sends reminder & escalation notifications. | |
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Template-driven Product Setup Quickly instantiate new products from rule-driven templates. |
New products can be instantiated from configurable templates. | |
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Auto-Completion Suggestions Predictive text or form auto-fill for efficiency. |
Predictive text and form auto-complete are supported within product setup forms. | |
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API-driven Automation Leverage system APIs for external automation scripts or workflows. |
API-driven automation of business processes is a platform capability. | |
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Time Saved Per Automation Average hours saved per process automated. |
No information available | |
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Automation Success Rate Percentage of automated processes that complete successfully. |
No information available |
Support, Scalability & Maintenance
(12 Yes /12 Known /15 Possible features)
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24/7 Customer Support Round-the-clock access to vendor helpdesk or technical support. |
24/7 vendor support is referenced as available. | |
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In-app Help & Chatbots Instant self-service help available through context-aware chat. |
In-app help/guidance and support chatbots are promoted usability features. | |
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User Community Forums Access to forums for sharing best practices and troubleshooting. |
User community resources and forums are available for customer support. | |
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Dedicated Account Manager Named resource who understands and manages your account. |
Dedicated account managers are standard for large enterprise clients. | |
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Service Level Agreements (SLAs) Guaranteed response and resolution times for support tickets. |
Service Level Agreements (SLAs) for response and uptime are available. | |
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Multi-Tenant Architecture Supports multiple independent business units on one platform. |
Supports multi-tenant deployments for different business units. | |
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Custom Branding Ability to white-label the platform with company-specific logos/colors. |
Platform can be white-labeled and branded by client organizations. | |
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Regular Feature Updates Platform is enhanced with new features on a predictable schedule. |
Regular feature and capability updates are delivered for the platform. | |
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Up-time SLA Service availability guarantee (target up-time percentage). |
No information available | |
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Disaster Recovery Plan Comprehensive approach for failover and recovery. |
Disaster recovery planning and failover capabilities are referenced in IT documentation. | |
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High Availability Configuration Options for redundancy and uninterrupted service. |
High availability/redundancy setups are available for enterprise deployments. | |
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Capacity Scaling Limits Maximum number of concurrent users or data volume supported. |
No information available | |
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Upgrade Path Clarity Documentation and process for managing platform upgrades. |
Clear documentation and guidance for upgrades is part of managed service contract. | |
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Support Ticket Response Time Average time vendors take to respond to support tickets. |
No information available | |
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Onboarding Support Guided setup and training for new customers or users. |
Guided onboarding and training is provided as part of implementation. |
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