# InVuite

> Configurable workflow automation and smart forms platform for insurers and BPOs

## At a glance

| Field | Value |
| --- | --- |
| Category | Document Management |
| Type | Solutions Provider |
| Region | APAC |
| Headquarters | Melbourne, Victoria, Australia |
| Founded | 2016 |
| Stage | Growth |
| Employees | 1-10 |
| Funding | Bootstrapped |

## Overview

InVuite is a document management and workflow automation platform for insurance carriers and business process outsourcing firms. Founded in 2016 in Melbourne, Australia, the company specializes in multi-stakeholder information exchange, enabling organizations to replace paper-based forms and manual data collection processes with fully digital, end-to-end workflows. Its platform targets insurance underwriting, claims management, and data retrieval use cases where information must flow across multiple parties.

The core offering combines configurable smart forms with a workflow automation engine. The smart form builder supports reflective questioning logic and unlimited template creation, while the workflow engine manages profile-based user roles and approval routing. The platform is cloud-hosted on AWS, provides real-time transaction data, and offers integration capabilities with external enterprise systems via REST API.

InVuite serves carriers, BPOs, and healthcare organizations. Disclosed customers include PPS, SG Health, Healthscreen Predictions, and Encompass Protection. The company is bootstrapped and operates with a small team.

## Products & services

### SmartForms Platform

Configurable smart form builder that allows creation of customizable questionnaires with reflective questioning capabilities. Forms are cloud-hosted and accessible on any device, with support for unlimited template creation and reuse.

**Key features:**

- Reflective/conditional questioning logic
- Unlimited template creation and reuse
- Device\-agnostic, cloud\-hosted delivery

*Target users:* Insurance carriers, BPOs, healthcare organizations collecting information from multiple stakeholders

### Workflow Automation Engine

Configurable workflow management system for automating multi-party information collection and approval processes. Includes profile-based user management to tailor workflows to different stakeholder roles.

**Key features:**

- Multi\-stakeholder workflow routing
- Profile\-based user role management
- Real\-time transaction data access

*Target users:* Operations managers, underwriting and claims teams requiring structured multi\-party data flows

### External System Integration

Integration layer allowing InVuite workflows to connect with existing enterprise applications. Provides real-time data exchange and supports end-to-end paperless operations.

**Key features:**

- REST API for third\-party connectivity
- Real\-time data synchronization
- Cloud\-native architecture on AWS

*Target users:* IT and operations teams integrating InVuite with core insurance systems

## Category & focus

- Subcategories: Smart forms, workflow automation, multi\-stakeholder data collection
- Insurance verticals: P&C Commercial, Health, Specialty/E&S
- Target customers: Carriers, TPAs

## Notable customers

- PPS
- SG Health
- Healthscreen Predictions
- Encompass Protection

## Links

- Website: <https://invuite.com>
- Directory profile: <https://insurtechlist.com/companies/invuite/>
- Contact: <https://invuite.com/contact>
- Linkedin: <https://au.linkedin.com/company/invuite>

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*Last updated: 2026\-06\-03*
