InVuite

Configurable workflow automation and smart forms platform for insurers and BPOs

Document Management Growth 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

At a Glance

Founded: 2016
Headquarters: Melbourne, Victoria, Australia
Employees: 1-10
Funding: Bootstrapped

Category & Focus

Category: Document Management
Subcategories: Smart forms workflow automation multi-stakeholder data collection
Insurance Verticals: P&C Commercial Health Specialty/E&S
Target Customers: Carriers, TPAs