# SAO Insurtech Solutions

> End\-to\-end insurance operations platform for brokers, carriers, and financial institutions in Latin America and beyond\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Core Administration |
| Type | Solutions Provider |
| Region | LATAM |
| Headquarters | Mexico City, Mexico |
| Founded | 2005 |
| Stage | Established |
| Employees | 51-200 |
| Funding | Bootstrapped |

## Overview

SAO Insurtech Solutions is a policy administration and insurance operations platform serving brokers, insurance carriers, MGAs, and financial institutions across Latin America and North America. Founded in 2005 as a custom software development firm, the company focused exclusively on the insurance industry starting in 2012 and has since built a modular suite covering the full policy lifecycle -- from quoting and issuance through administration, customer service, and claims tracking.

The platform is built on Microsoft technologies and delivered as a configurable, API-driven system. Core modules include policy administration, digital quotation and issuance, a corporate client portal, an AI-powered chatbot for policyholder inquiries, and a real-time incident notification system. The suite supports integration with ERP, CRM, and accounting systems, and holds CNSF certification from Mexico's insurance regulatory body alongside ISO 27001 and PCI security certifications.

SAO Insurtech operates from offices in Mexico City, Vancouver, and Miami. The platform supports 10,000+ end-users across customer portfolios and is described as a bootstrapped, independently-owned organization with more than 50 staff, approximately 75% of whom are software engineers and consultants.

## Products & services

### SACS \(Policy Administration System\)

Core policy lifecycle management platform for insurance operations.

**Key features:**

- Policy administration and portfolio control
- Automated premium collection and renewal alerts
- End\-to\-end policy management from sales through claims and renewals

*Target users:* Brokers, carriers, and MGAs managing policy portfolios

### Easy Office

Corporate client portal for managing large-scale policy portfolios with hierarchical access controls.

**Key features:**

- Centralized policy information for corporate clients
- Hierarchical access controls for multi\-level organizations
- Reporting capabilities supporting 200,000\+ simultaneous active policies

*Target users:* Large commercial clients and corporate insurance buyers

### Tienda de Seguros \(Insurance Store\)

Digital quotation and issuance platform with integrated payment processing.

**Key features:**

- Instant payment processing at point of sale
- Automatic policy download on purchase
- Multi\-product digital storefront for insurance distribution

*Target users:* Brokers and carriers distributing insurance digitally

### AutoSAO

Automotive insurance comparison and issuance tool.

**Key features:**

- Web\-based vehicle insurance quotation
- Immediate online policy issuance
- Comparative pricing across automotive insurance products

*Target users:* Brokers and carriers offering personal auto insurance

### Ejecutivo Inteligente \(Intelligent Executive\)

AI-powered chatbot for 24/7 policyholder self-service.

**Key features:**

- Policy inquiry and claims tracking via WhatsApp, SMS, and web
- 24/7 automated customer service
- Multi\-channel communication support

*Target users:* Carriers and brokers seeking to automate customer service

### Sentry

Real-time incident detection and notification system.

**Key features:**

- Automated alerts via WhatsApp, SMS, and email
- Real\-time incident detection and escalation
- Automated incident management workflows

*Target users:* Carriers and brokers managing automotive and property incidents

### AutoHelp

Mobile emergency response application for automotive customers.

**Key features:**

- GPS location detection for on\-road emergencies
- Automated assistance request and dispatch
- Mobile\-first interface for policyholders

*Target users:* Personal auto insurance carriers and their policyholders

## Category & focus

- Subcategories: Policy Administration, Digital Issuance, Customer Engagement, Claims Tracking
- Insurance verticals: P&C Personal, P&C Commercial, Specialty/E&S
- Target customers: Brokers, Carriers, MGAs/MGUs, Agents/Agencies

## Links

- Website: <https://saoinsurtech.com>
- Directory profile: <https://insurtechlist.com/companies/sao-insurtech/>
- Linkedin: <https://mx.linkedin.com/company/saoinsurtech>

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*Last updated: 2026\-06\-25*