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Powering policy sales

Your B2B/B2C Insurance platform for managing customers and growth.

Key pillars of our expertise

At Socrates, we blend deep insurance industry experience with cutting-edge technology solutions.

 

Our team understands the intricacies of underwriting, regulatory compliance, and market dynamics, allowing us to create systems that are both innovative and grounded in real-world needs.

Technical Expertise

Our developers and engineers craft robust, scalable platforms tailored to your needs.

Market Insights

We stay ahead of industry trends to provide solutions that give you a competitive edge.

Professional Network

Our relationships within the industry enhance our ability to deliver comprehensive solutions.

Regulatory Knowledge

We ensure all our systems comply with the latest regulations, safeguarding your operations.

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How we work

Our process is designed to be transparent, efficient, and client-focused, ensuring that we deliver solutions that truly meet your needs.

1

Proposal

Opportunity to meet to discuss a system proposal. During the meeting, we will walk you through the key points and answer any questions you may have before moving forward with the next phase.

2

Discovery

Our Managing Director, Jody Brooks, along with a Technical Project Manager, will meet with you to discuss your requirements in detail, clarify assumptions, and answer any questions you may have.

3

Project Kick-Off

Initiate the project with clear timelines, deliverables, setting
the foundation for a successful implementation. Following system launch, you will be assigned a dedicated project manager to support future growth.

System benefits

System Audit

System audit logs play a crucial role in monitoring system performance, identifying security incidents, troubleshooting issues, and demonstrating compliance with regulations and industry standards.

Customisation

We offer tailored solutions enabling you to optimise our platform for unique workflows, data requirements, and integrations, enhancing overall efficiency and user satisfaction, to capitalise on opportunities, and align with your business goals.

Version Control

Version controlled systems, assigning unique identifiers to each revision or version of a configuration scheme, allowing administrators to track changes, compare differences, and revert to previous versions if needed.

Self-Service

Empowering you with greater autonomy, self-service features grant you direct control over crucial aspects of your operations. These capabilities can be further extended to end-users, streamlining processes and significantly reducing administrative burdens.

Scalability

Our system is built with scalability in mind, allowing you to easily introduce new products and schemes in the future - the platform’s flexibility supports long-term growth with minimal disruption.

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Our Commitment

At Socrates, we don't just deliver a system, we become an extension of your team. With your dedicated project managers and technical experts, our team works tirelessly to ensure every aspect of your project is executed to the highest standard. We provide thorough documentation and continuous support from initial setup through to long-term success.

Why Choose Socrates

Integrated Industry and Technical Expertise

Our unique blend of insurance industry knowledge and technical skill means we understand your challenges and how to solve them effectively.

Client-Centric Approach

We prioritise your goals and collaborate closely to develop solutions that drive real value.

Proven Success

Our structured approach ensures clarity, efficiency, and successful outcomes.

Ongoing Support

We're committed to your long-term success, offering dedicated support and continuous innovation.

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