SAO Insurtech Solutions

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

Core Administration Established 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

At a Glance

Founded: 2005
Headquarters: Mexico City, Mexico
Employees: 51-200
Funding: Bootstrapped

Category & Focus

Category: Core Administration
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