Case study · Insurance operations platform
ELEVONE: Insurance work, made easier
ELEVONE is an operations platform for insurance agencies and their agents. Branditify designed and built it: one workspace for customers, policies, renewals, commissions and the day’s work.
The project
The work between the sale and the renewal
Selling a policy is one moment. Around it sit the customer record, the policy document, the renewal date, the commission due and the tasks that keep them moving.
ELEVONE is an insurance operations platform for agencies, their admins, agents and sub-agents. It brings customers, policies, renewals, commissions, tasks and document-driven policy processing into one permission-aware workspace.
Branditify designed and built ELEVONE: the web workspace, the platform behind it and a policy extractor that reads policy documents. Branditify’s 2026 Selected Digital Work lists it as a private product build under flagship software.
Each role sees its own share of the book. An agent starts the day with priorities, a sub-agent works on assigned customers, an admin runs a business unit, and a super admin sees the whole network.
What is ELEVONE?
A role-based insurance operations platform: one workspace for customers, policies, renewals, commissions, tasks and policy documents, for insurance agencies and their agents.
What did Branditify build?
The platform itself: the web workspace for every role, the platform administration behind it, and the policy extractor that turns an uploaded policy document into data to review.
Who is the platform for?
Insurance agencies and brokers, and the people inside them: super admins, admins, agents and sub-agents.
The project at a glance
- Client
- ELEVONE
- Category
- InsurTech · insurance operations
- Project type
- Insurance operations SaaS
- Delivered
- Platform design and build
- Platform
- Web workspace · Policy extractor · Platform administration
- Portfolio line
- “Insurance work, made easier.”
Role-based by design
Four roles, one book of business
ELEVONE resolves the role from the signed-in account and shows each person the work they are responsible for, nothing more.
Super Admin
The whole network: the insurance-book dashboard, organisations and users, the commercial view, policy intelligence, alerts and activity.
Admin
A business unit: its dashboard, customers, policies, renewals, challan activity, team, tasks, notifications and reports.
Agent
The working day: a priorities dashboard, customers, policies, renewals, challan search, policy scans, tasks and performance.
Sub-agent
A focused workspace: assigned customers and policies, renewals, challan search, tasks, notifications and earnings.
What are the main operational areas?
Customers, policies, renewals, commissions, tasks and My Day, policy scans and processing, challan search, team, notifications and reports, with each role seeing its own part.
Does everyone see everything?
No. ELEVONE reads the role from the signed-in account and shows each person only the work they are responsible for.
The policy lifecycle
From a customer to a commission
The platform follows one policy through the work around it, and puts the next action on someone’s list.
Customer
The record every policy hangs from.
Policy
Captured by hand or from a scanned document.
Scan and review
The extractor reads the document; a person checks it.
Task
Follow-ups land in the day’s priorities.
Renewal
Due dates surface before they lapse.
Commission
Expected from the insurer, then received.
Broker-wise view
Business grouped by where it came from.
How are policies and customers handled?
Every policy belongs to a customer record. Policies can be captured by hand or from a scanned policy document, and each one carries its insurer and the agent who owns it.
What does document-driven policy processing mean?
An agent uploads or scans a policy document, ELEVONE’s policy extractor reads it and pre-fills the policy, including the insurer, and the result waits in a review queue for a person to check.
How are renewals surfaced?
Renewals have their own workspace and appear in the day’s priorities as they fall due, alongside a renewal workload view of the months ahead.
How are commissions represented?
As a position: the commission expected from the insurer, what has been received and what is still to come, with agents and sub-agents seeing their own commission and earnings.
What are broker insights?
A view of the book grouped by the source of the business, so an agency can see where its policies and premium come from.
What Branditify delivered
The platform, designed and built
Everything on this list is part of the ELEVONE platform.
- Role-based workspaces for super admins, admins, agents and sub-agents
- Customers, policies and policy operations
- Policy scans read by the policy extractor, with a review queue
- Renewals, tasks, My Day and notifications
- Commissions, including each agent’s own
- Challan search, team management and reports
- Platform administration: organisations, users, onboarding and policy intelligence
Which Branditify Products does ELEVONE genuinely prove?
One: the Insurance Management System. ELEVONE keeps customers, policies, their processing, renewals, agent ownership and commissions in one connected record, which is what that Product is.
Which Service does ELEVONE prove?
Custom Software.
Which Industry does it map to?
Insurance Brokers.
Does ELEVONE make insurance decisions?
No. It runs the operations around a policy; insurers approve policies and claims, and none of the figures on its screens are results of this project.
Related at Branditify
Where this work fits
More insurance and product work
Other insurance and product builds
Questions
About this project
What is ELEVONE?
A role-based insurance operations platform for agencies, admins, agents and sub-agents.
What did Branditify do?
Branditify designed and built the platform.
Is ELEVONE a mobile app?
No. The production platform is a web workspace.
Which Branditify pages relate to this project?
Custom Software, the Insurance Management System Product and the Insurance Brokers industry page.
Start a project
Running an agency on spreadsheets and reminders?
Tell us how your policies, renewals and commissions move today, and we will reply with how we would build the platform around them.