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A 2025 Guide to No-Code Platforms for Insurers [October Updated]
Amir Prodensky
CEO
Nov 25, 2025
12 min read
How insurers are saving time and money with no-code tools.
A few years ago, I was working with an insurance team that wanted to launch a simple online claims tool. It should’ve been a quick win, but months later, they were still waiting on IT. Every small change meant another ticket, another meeting, another delay.
Sound familiar?
That’s when they discovered no-code platforms, and everything changed. Within weeks, they built a working prototype themselves.
No developers. No long timelines. Just ideas, tested fast.
If you’re in insurance, you’ve probably felt that same pressure: customers expect instant service, competitors move faster, and legacy systems hold you back.
No-code tools fix that. They let you:
Build apps and workflows without writing code.
Automate repetitive processes.
Create better customer experiences in less time.
This guide will show you how insurers are using no-code in 2025 to modernize operations, improve customer engagement, and innovate without waiting on tech teams.
By the end, you’ll know how to choose, test, and roll out the right no-code solution – one that actually fits how your business works, not the other way around.
Ready to learn more? Let’s start with the fundamentals.
What is no-code insurance software?
No-code insurance software lets insurers build and automate digital tools, like apps, workflows, and customer portals, without writing a code.
It’s made for business users who want to move fast and solve problems without waiting on IT. With drag-and-drop editors, visual builders, and prebuilt components, you can create and launch new solutions in days, not months.
You don’t need a developer or coding background, just an idea and the willingness to try it.
That’s why low-code and no-code platforms insurance teams use are gaining so much traction. They make digital transformation real and achievable for everyone inside an organization, not just tech teams.
Here’s how it works in practice:
No-code platforms use simple visual editors and logic blocks. Anyone on your team can build workflows or customer journeys without touching a single line of code.
They’re perfect for quick deployment, testing new ideas, or automating daily tasks.
Low-code platforms, on the other hand, still allow some coding for extra customization. They’re great for IT or technical users who want flexibility but still need faster delivery than traditional development.
To visualize how no-code and low-code platforms differ in the insurance context, see the simple comparison below.
Insurers are using these tools across almost every part of their business:
Product building → quickly launch and manage new insurance products.
Claims automation → streamline claim submission and processing.
Underwriting → speed up risk assessments and approvals.
Policy management → simplify renewals, billing, and customer communication.
Several platforms are leading the way. CoverGo stands out for its end-to-end product management capabilities and modular API integrations that connect easily to existing systems.
Visof combines automation with AI-driven insights, helping insurers create smarter workflows and unify data across platforms.
Also worth special attention is Strada, a next-generation artificial intelligence platform that requires no coding. It helps carriers, MGAs, and brokers to automate front-office phone interactions without engineering support.
With Strada, you can deploy AI phone agents that answer customer calls, collect data, and trigger workflows, all through a no-code interface. It’s scalable, efficient, and built to modernize how insurers communicate.
To see how these platforms compare in features and use cases, take a look at the table below.
Platform | Key features | Main use cases | Integration capabilities |
CoverGo | End-to-end product management, modular APIs, fast deployment | Product building, policy management | API ecosystem, legacy system integration |
Visof | AI automation, visual workflow builder, data mapping | Claims, underwriting | CRM and data platform integration |
Strada | No-code conversational AI, AI phone agents, scalable workflows | Customer service, phone automation | Policy management system, CRM, telephony, and workflow system integration |
Together, these low-code and no-code platforms insurance providers are transforming the industry, making innovation faster, smarter, and accessible to every team.
So, what are the clear advantages of no-code platforms? Why are they becoming so popular right now? Let’s take a look.
Why are insurance companies adopting no-code now?
Insurance companies are under more pressure than ever. Customers expect quick, personalized service. Competitors release new products faster than ever.
Traditional development cycles just can’t keep up. That’s where no-code insurance solutions come in, empowering insurers to innovate without waiting months for IT resources.
Meeting the fast pace of market demands
Customers want instant answers, seamless claims, and digital-first experiences. You can’t afford to spend six months building a policy update or a claims app.
Low-code and no-code platforms for insurance companies let teams design and launch solutions in days instead of quarters.
That speed means you can:
Test new products faster
Respond to regulatory changes immediately
Keep customer satisfaction high
When agility defines competitiveness, speed isn’t a luxury; it’s survival.
Reducing IT backlogs and empowering business users
Every insurer knows the struggle: overworked IT teams, endless project queues, and frustrated departments waiting for their turn. No-code business process automation insurance tools flip that script.
Now, business users (or “citizen developers”) can build workflows, apps, and dashboards themselves. No coding degree required.
IT still governs the process, but innovation spreads across the organization much faster.
The result? Faster delivery, fewer bottlenecks, and happier teams.
Driving agility and innovation
Agility isn’t just about speed. It’s about flexibility. No-code insurance software helps insurers pivot quickly, launch new offerings, and automate repetitive tasks.
When customer behavior shifts (and it always does), you can adjust instantly without starting from scratch. This kind of agility opens new opportunities.
Insurers can launch niche products tailored to emerging risks, like usage-based or on-demand coverage, without long development cycles. They can experiment with digital claims automation to streamline customer interactions and improve turnaround times.
And as operations grow, they can scale effortlessly, without having to expand headcount or add complex infrastructure.
Industry shifts pushing no-code forward
COVID-19 forced every insurer to go digital overnight. The industry learned that long-term IT projects couldn’t deliver in crisis mode. Since then, the rise of smart technologies (IoT devices, mobile-first tools, and connected claims) has only accelerated the trend.
Take Aviva France, for example. The company used no-code solutions like Appian to speed up claims resolution (80,000 claims annually!), improving both response time and customer satisfaction.
That’s not theory. That’s real impact.
And the story doesn’t end with claims and workflows. The next big leap for insurers is the frontline experience: every call, every policy question, every customer touchpoint.
And that’s exactly where Strada is changing the game.
It focuses on conversational automation for the insurance front office. It allows carriers, MGAs, and brokers to deploy AI phone agents that handle customer calls 24/7, with no hold times, no waiting.
The system scales effortlessly, managing everything from policy inquiries to claim status updates. Meanwhile, your team can focus on complex, high-value tasks that truly need human expertise.
So, matter-of-factly, insurers are adopting no-code now because it helps them act faster, reduce costs, and deliver better customer experiences.
With low-code and no-code platforms, insurance companies can finally match the pace of modern expectations, without being held back by old systems or limited IT capacity.
But how do these platforms help optimize time costs? Let’s take a closer look.
How does no-code speed up insurance operations?
If you’ve ever waited months for a new system update, you know how slow traditional insurance development can be. Long coding cycles, IT bottlenecks, and manual processes often make even small changes painful.
That’s where no-code insurance comes in.
No-code platforms let insurers move faster, build smarter, and serve customers better, all without the heavy lifting of traditional coding.
Let’s look at how they do it.
Rapid application development, 10-20x faster
Traditional development can take months. By the time a new tool is finally ready, the market may have already moved on.
With no-code/low-code tools, insurance-oriented, that cycle shrinks dramatically, often by a factor of 10 to 20. For example, platforms like Strada come with ready-to-use building blocks, templates, and built-in automation logic.
You don’t have to start from scratch or rely on lengthy coding projects. Instead, you drag, drop, test, and launch, all within a visual, easy-to-use environment that anyone can understand.
This approach lets your team move quickly and confidently. You can create new digital claim forms in hours instead of weeks.
You can roll out self-service portals in a fraction of the usual time. And you can update internal workflows instantly, without writing a single line of code.
The result is faster innovation, happier customers, and far fewer delays caused by IT backlogs.
Visual tools that simplify workflows and approvals
Insurance processes are often complicated: multiple approvals, policy checks, and data transfers. Visual modeling tools make it all simpler.
Instead of explaining processes through long documents, you build them visually. You can see how claims move, where approvals sit, and how tasks connect, all in one place.
These drag-and-drop interfaces help teams spot inefficiencies quickly, standardize workflows across departments, and collaborate easily between business and IT.
When everyone can see the process, it’s easier to improve it.
Automating everyday insurance processes
No-code isn’t just about speed; it’s about doing more with less effort. Insurers use these platforms to automate routine, time-consuming tasks such as:
Claims handling → automatically assign adjusters, track documentation, and send real-time status updates.
Underwriting → pull data from multiple sources, score risks, and approve policies without manual reviews.
Customer onboarding → simplify forms, verify identities, and trigger welcome messages automatically.
These automations free teams to focus on higher-value work, like improving products and customer experience, instead of chasing paperwork.
Integrating seamlessly with legacy systems
Many insurers worry that adopting no-code means replacing their legacy systems. But, it doesn’t.
Modern no-code platforms are designed to work with what you already have. Using APIs and smart connectors, you can integrate core systems such as CRM, AMS, policy and claims platforms, and billing and payment tools (Strada is a great example here).
This means you can modernize without a full system overhaul. You can layer no-code solutions on top of your legacy systems to add automation and flexibility while keeping your critical data secure and consistent.
It’s practical, fast, and minimizes risk.
Tools and approaches make it possible
No-code isn’t a single product. It’s a way of building.
Insurers today rely on several key tools and approaches:
SaaS models → scalable cloud-based platforms that reduce maintenance and let you start quickly.
APIs → the glue that connects old and new systems, enabling real-time data sharing.
Drag-and-drop workflows → simple visual builders anyone can use to design automation flows.
Specialized platforms → tools like Strada that cater specifically to insurance workflows.
These solutions help insurers experiment and innovate continuously without waiting on large IT projects.
Still, most no-code tools work quietly behind the scenes. The real magic happens when automation meets the customer directly, through calls, chats, and service requests.
That’s where Strada changes everything.
It takes automation in insurance from simple to smart. Its powerful no-code workflow engine transforms every call outcome into a real-time business action.
Imagine this: a customer calls to confirm a renewal, file a claim, or request a certificate.
Normally, that would mean a representative taking notes, sending follow-up emails, and manually updating multiple systems afterward. It’s time-consuming, repetitive, and easy to miss a step.
With Strada, all of that happens automatically. The platform connects seamlessly with your CRM, AMS, policy, and claims systems, ensuring every call triggers the right next step, instantly.
Strada’s new Workflows take that even further. Every call outcome (like a renewal, payment promise, or claim) is instantly turned into an automated task. No more chasing updates across systems.
The moment a conversation ends, the right action is already in motion.
That means renewals are processed the moment they’re approved. Claims intake updates your systems in real time. Payment recovery actions trigger immediately. Certificates are generated and sent without delay.
Think of it like having a digital teammate who never forgets a follow-up.
Strada Workflows listens, understands context, and executes the next step (no matter if that’s creating a retention task, checking a payment, or flagging a churn risk), so your team can focus on customers, not busywork.
No manual follow-up. No missed steps. No waiting.
The process is simple and powerful. Here’s how Strada turns a single customer call into instant, automated business action:
This kind of automation eliminates administrative overhead and dramatically speeds up your service cycle.
That’s exactly where Strada Workflows shines.
It doesn’t stop when the call ends. It keeps working behind the scenes. Every promise to pay, claim update, or renewal confirmation instantly triggers the next step, closing the gap between talk and action.
Your teams get back valuable time to focus on meaningful work, while customers enjoy faster responses and smoother experiences from start to finish.
Speed and automation aren’t just operational wins. They’re strategic advantages. Insurers that adopt no-code/low-code tools for insurance companies are positioned to innovate faster, serve customers better, and operate with leaner teams.
With real-time integrations, visual builders, and intelligent automation like Strada’s, you can turn everyday processes into high-velocity workflows.
But what about the features, and which ones are best suited for insurance? Let’s break it down.
What features make no-code platforms fit for insurance?
Not all no-code platforms are built for insurance. The industry has unique challenges: regulatory complexity, legacy systems, heavy data use, and the need for speed with accuracy.
The best no-code insurance software understands those realities and comes with tools built specifically for insurers, not just generic app builders.
Let’s look at the key features that make low-code/no-code technology insurance platforms the right fit for the modern insurer.
The table below breaks down which features matter most, and what real benefits they deliver.
Feature | What it does | Why it matters |
Pre-built modules | Ready-to-use templates for claims, policies, billing | Launch faster, reduce setup time |
Drag-and-drop workflows | Visual process builder | Let anyone design without coding |
API connectors | Link old and new systems | Ensure seamless data flow |
Role-based governance | Control access and edits | Keep compliance tight and secure |
Cloud scalability | Auto-adjust to workloads | Handle peak seasons easily |
Audit trails | Track all changes | Stay transparent and compliant |
And let’s talk details.
Pre-built, insurance-specific modules
One of the biggest advantages of modern insurance no-code platforms is the library of pre-built modules. Instead of starting from scratch, you get ready-to-use components for:
Customer conversations → Handle inquiries, renewals, and claims updates instantly, without hold times.
Policy management → сreate, update, and manage policies with flexible templates.
Claims processing → Automate intake, routing, and approval steps.
Billing and payments → Manage invoices, reminders, and collections with ease.
Underwriting automation → Collect data, assess risks, and issue quotes faster.
Customer onboarding → Simplify KYC, document uploads, and policy activation.
Regulatory compliance → Track rules, generate reports, and ensure accuracy.
Agent and broker portals → Let partners quote, bind, and manage policies easily.
Analytics and reporting → Build dashboards and track performance in real time.
These modules are designed for insurance workflows, so you can launch faster, stay compliant, and customize only what you need.
Connectors and APIs that bridge your systems
Every insurer runs on data: customer info, policy records, risk models, and more. Connecting all that information used to be a nightmare. Modern no-code platforms fix that with built-in connectors and open APIs.
They let you pull and push data across systems instantly. All your systems can talk to each other without middleware or manual transfers.
And with Strada Workflows, those connectors come alive. It automatically updates your CRM, triggers tasks in your AMS, and pushes notifications to the right teams. No waiting, no switching tools – just clean, real-time coordination across every system you already use.
For you, that means real-time updates, seamless workflows, and no more duplicate data entry. You keep your existing tools while adding new layers of speed and automation.
Scalable and built for complexity
Insurance data isn’t light. You’re working with millions of records, regulatory frameworks, and complex modeling. Scalability is non-negotiable.
The best no-code insurance software scales effortlessly, whether you’re managing a small regional portfolio or a global operation.
It handles high data volumes, complex calculations, and multi-department workflows without breaking performance.
You get enterprise-grade capability without the enterprise-grade cost or delay.
Governance and compliance built in
In insurance, compliance isn’t just a box to tick. It’s the backbone of trust. That’s why top-tier insurance no-code platforms have governance and compliance baked in from day one.
You can manage permissions, user roles, and data visibility at a granular level. Every action is logged automatically, creating a transparent audit trail. Version control ensures you know who changed what and when.
This level of control helps you stay compliant with evolving regulations like GDPR, HIPAA, and region-specific insurance laws, without slowing innovation. You can move fast and stay safe at the same time.
AI-enabled features that work smarter, not harder
Artificial intelligence is transforming how insurers handle data and customers. The best low-code/no-code technology insurance platforms are embedding AI directly into their toolkits.
These smart features do the heavy lifting for your team:
Renewals automation → AI agents reach out to insureds, answer renewal questions, and capture updates—no missed opportunities.
Quote capture and submission → handle inbound quote calls, extract key details, and push to AMS or CRM for faster turnaround.
Policy servicing → manage endorsements, COI requests, and billing inquiries with instant, accurate responses.
Document processing → intelligent models read and extract data from claims forms, invoices, or IDs automatically.
Chatbots and digital assistants → solutions like Visof’s WhatsApp bot guide customers through claims or policy queries 24/7.
Smart recommendations → AI surfaces insights like cross-sell opportunities, risk alerts, or workflow improvements.
Customer re-engagement → run proactive call campaigns to win back lapsed policies or confirm renewals automatically.
Post-call actions → trigger CRM updates, send follow-up emails or SMS, and log interactions automatically for full traceability.
These features reduce manual effort, cut response times, and help insurers deliver a seamless, always-on experience.
While many platforms offer generic AI tools, Strada was built for insurance from the ground up. It uses insurance-specific AI models trained on real terminology and workflows, making it highly accurate in understanding intent and context.
What sets Strada apart is how it turns conversations into action. Its call outcome recognition feature instantly detects when a customer confirms a renewal, reports a claim, or requests a certificate and acts on it immediately.
Once an intent is recognized, real-time automation triggers launch the right workflow without manual follow-up. Deep integrations with CRM, AMS, policy, and claims systems ensure every update happens within seconds.
Strada’s AI evaluation engine continuously improves accuracy, while its conversation-to-action intelligence transforms every voice or SMS exchange into measurable business results.
It can automatically schedule appointments, send follow-ups, and trigger post-call workflows, so nothing falls through the cracks.
The following table highlights how Strada’s AI functionalities stack up against other major players in the no-code insurance space.
Feature / Capability | Strada | CoverGo | Visof |
AI models trained on insurance terminology | Yes – industry-specific and continuously learning | Partial – general AI with configurable insurance templates | Partial – focused on chatbot training |
Call outcome recognition (voice + SMS) | Advanced – detects intent and outcome in real time | Not available | Basic text-based recognition only |
Real-time automation triggers | Integrated with CRM, AMS, policy & claims systems | Via API workflows | Available for chatbot events |
Document processing (claims, policy, ID) | Available via connection with an AI document processor | Strong – built-in OCR and data extraction | Built-in intelligent document processor |
Chatbots / Conversational AI | Multi-channel voice & SMS assistant | Configurable chatbot builder | WhatsApp chatbot with natural-language support |
AI accuracy evaluation & self-learning | Continuous AI performance feedback | Manual model tuning | Not available |
Conversation-to-action automation | Yes – turns every call or message into workflow actions | Limited to form or chatbot events | Limited to chat-based automation |
Appointment scheduling & post-call workflows | Automated scheduling, reminders, and follow-up tasks | Manual integration required | Basic message follow-ups |
Integration depth (CRM, AMS, policy, claims) | Deep native integrations | API-driven connections | Partial integration support |
Deployment model | SaaS, scalable cloud architecture | SaaS with API toolkit | SaaS chatbot suite |
Platforms like CoverGo and Visof deliver powerful tools for policy and document automation, while Strada stands out by seamlessly blending voice, AI, and workflow automation into one unified ecosystem.
And what really sets Strada apart is how Workflows extend its conversational AI into full process automation. Each customer call becomes a chain reaction: creating tasks, updating systems, and even sending confirmations automatically.
It’s built for the insurance rhythm: fast, compliant, and hands-free.
So, as you can see, the right insurance no-code platform does more than simplify development. It gives insurers a practical way to modernize without major disruption.
You get the speed of no-code, the reliability of built-in governance, and the intelligence of AI, all tailored for the unique demands of insurance.
And here's how to start using no-code in insurance, step by step.
Starting with no-code tools doesn’t require a tech team or a long roadmap.
You can begin improving your workflows in days. To make this real, let’s look at how you can start using Strada, a no-code platform built specifically for insurance operations.
Step 1: Pick a clear starting point
Start small. Choose one process that takes too much time or depends on manual work. Good candidates include:
Quote intake calls that need follow-up.
Policy renewals where reminders are missed.
Certificate of Insurance (COI) requests that require back-and-forth emails.
You’re not rebuilding your whole system. You’re improving one bottleneck. The goal is to get a win quickly, then expand from there.
Step 2: Map the flow (don’t code it)
Take five minutes to write down the steps of that process. For example:
“Customer calls for a renewal → confirms details → renewal offer sent → follow-up if no response.”
In a traditional setup, each step lives in a different tool: CRM, AMS, email, etc. With Strada, you’ll set this up visually, using drag-and-drop logic instead of code.
This is where Strada Workflows comes in.
It lets you define what should happen after a call or message (automatically). For example:
If a customer says, “I think I found a better rate,” Strada can tag the conversation as churn risk, create a CRM task, and alert the retention team.
If someone requests a COI, Strada can trigger your AMS to generate the document and send it automatically.
You’re turning what used to be “someone should follow up” into “the system already did it.”
Step 3: Connect the tools you already use
No-code doesn’t mean starting from scratch. Strada connects directly to your existing systems: CRM, AMS, claims, billing, or even custom APIs, without engineering help.
You simply choose the tools you use (Salesforce, Applied Epic, Vertafore, etc.), authorize access, and map the data fields. The result: when a call ends, everything updates where it should. No manual entry, no waiting on IT.
Think of this step as “teaching” your systems to talk to each other.
Step 4: Test, learn, and iterate
Once your first workflow is live, test it with a few calls or scenarios.
Watch what happens:
Did the CRM update correctly?
Did the right team get notified?
Did follow-ups happen on time?
Strada includes built-in testing tools that show you what the automation did and why. You can tweak conditions, change triggers, or add more actions, all without touching code.
The key is iteration. Your first version should work, not be perfect. Improve it as your team uses it.
Step 5: Scale up what works
Once you see results (faster renewals, fewer missed tasks, happier customers), expand to more areas:
Automate claims intake and document collection.
Set up payment recovery workflows.
Create proactive outreach for policy renewals.
Because Strada is infinitely scalable, you don’t have to worry about growing pains. When call volume doubles, your workflows keep up automatically. You get the benefits of automation without adding headcount or IT complexity.
So, what are the most obvious advantages of using these platforms? Let’s take a look next.
What are key benefits and ROI from no-code?
The benefits of no-code insurance platforms go far beyond convenience – they deliver measurable business impact.
Insurers using these tools report faster product launches, happier customers, and major cost savings.
Let’s start with cost. Traditional software development is expensive and slow. Every small update or new feature requires developer time, testing, and deployment.
With no-code business process automation insurance solutions, teams can build and modify workflows themselves. That means less reliance on IT, faster go-to-market, and lower operational costs.
Speed is another huge advantage. No-code platforms give insurers the agility to adapt quickly, no matter if it’s updating underwriting rules, adding new coverage types, or responding to new regulations.
You’re not waiting weeks for code changes. You can make updates instantly and stay ahead of market shifts.
Customer experience also improves dramatically. No-code tools let you design digital-first experiences that are faster, simpler, and more personal.
When customers can file claims or manage policies online without delay, satisfaction scores go up and loyalty follows.
There’s also a cultural benefit: democratization. No-code empowers business users to innovate.
Anyone with an idea can build a workflow, app, or automation – no technical background needed. This opens the door to creativity and faster internal problem-solving.
And the results speak for themselves:
Forrester found that no-code and low-code tools can deliver up to 509% ROI over three years.
McKinsey reports that insurers using automation see double-digit productivity boosts.
And platforms like Strada take ROI even further. Strada enables insurers to automate phone interactions with AI, achieving 85%+ call answer rates, 24/7 availability, and zero hold times.
Its smart scheduling system increases connection rates, while automated data capture eliminates manual entry. The result? Faster, smarter customer interactions and immediate returns, without the engineering burden.
Add Workflows into the mix, and that ROI compounds fast. It removes the hidden time drains: manual CRM updates, missed follow-ups, or rekeyed data. Teams close loops instantly, and leadership gets a clear, real-time picture of performance without extra effort.
To put it all together, no-code insurance solutions don’t just cut costs – they boost agility, productivity, and customer happiness. It’s technology that pays for itself, quickly.
But despite the many advantages, there are also challenges you might face when working with these platforms. Let’s take a look at what they are and how to overcome them.
What are the common challenges and how to overcome them?
Adopting insurance no-code platforms is one of the smartest moves insurers can make, but it’s not without challenges. Like any major change, success depends on people, processes, and the right technology choices.
Let’s look at the common hurdles and how to overcome them.
The first challenge is cultural resistance. Many teams are used to traditional development cycles and may hesitate to trust no-code tools.
The best solution is education. Train and empower “citizen developers” – business users who can build workflows without coding.
Here’s how to make it work in practice:
Start small → Pick one simple workflow to automate first.
Create quick wins → Show visible results early to build confidence.
Set clear guardrails → Define what users can (and shouldn’t) change.
Offer short, focused training → Use bite-sized sessions, not long courses.
Pair business users with IT mentors → Keep projects aligned and secure.
Celebrate and share results → Turn success stories into motivation for others.
Another obstacle is platform selection. Not all solutions fit complex insurance needs. Some have limited templates or struggle with integrations.
Here’s a simple framework to help you evaluate options clearly.
Before you commit, test how the platform handles your core systems, workflows, and data models.
Vendors like Strada address this by offering a fully flexible platform that supports complex products and integrates smoothly with legacy systems.
Its Workflows feature also helps reduce operational complexity. Instead of adding new tools, it extends what you already use (connecting Salesforce, AMS, and billing systems), so automations happen in the background while your teams keep working the way they’re used to.
Then comes governance and security. With more people building solutions, you’ll need clear policies to maintain quality and compliance. Set up a governance framework that defines roles, permissions, and security standards. This keeps innovation fast but controlled.
Balancing no-code simplicity with complex insurance requirements is another key consideration. Low-code/no-code technology insurance platforms can simplify routine processes while still offering customization for advanced needs.
Look for systems that combine drag-and-drop simplicity with optional coding or configuration for complex workflows.
Also, vendor support makes a big difference. The right partner ensures long-term reliability and scalability.
Strada sets a strong example here. Its platform is SOC 2 Type 2 compliant, ensuring enterprise-grade security. It offers data isolation, strict privacy controls, regular penetration testing, and a dedicated forward-deployed support team.
This guarantees reliable, secure performance and strong governance in AI-driven automation – a must for modern insurers using low-code/no-code automation insurance solutions.
Now you have enough information about no-code platforms to make an informed decision about using them. It’s the perfect time to take action. But first, let’s do a quick recap.
Conclusion
The rise of no-code insurance is reshaping the industry. Insurers everywhere are realizing that they don’t need to rely solely on developers to innovate.
With intuitive, visual tools, teams can build, automate, and launch faster than ever before, turning ideas into real products in a fraction of the time.
The impact goes beyond convenience. Low-code/no-code automation insurance platforms deliver real business and technical benefits:
Speed → launch new products and update workflows in days, not months.
Cost efficiency → cut IT expenses and reduce reliance on external vendors.
Agility → adapt instantly to market changes or customer feedback.
Innovation → empower teams across departments to test and improve processes.
Success, however, depends on a smart approach. Train your teams, put governance in place, and choose flexible, secure platforms that fit your business model.
Strategic adoption ensures you get the best of both worlds – freedom to build fast and confidence that your systems stay safe and compliant.
If you’re ready to see how no-code can actually work inside your insurance business, tools like Strada make it easy to start small and scale fast. You don’t need to rebuild everything – just automate one process, test it, and watch the results stack up.
The best part? You’ll see progress from day one. Fewer manual steps, faster responses, happier customers.
That’s how modern insurance grows, one smart workflow at a time.
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A 2025 Guide to No-Code Platforms for Insurers [October Updated]
Amir Prodensky
CEO
Nov 25, 2025
12 min read
How insurers are saving time and money with no-code tools.
A few years ago, I was working with an insurance team that wanted to launch a simple online claims tool. It should’ve been a quick win, but months later, they were still waiting on IT. Every small change meant another ticket, another meeting, another delay.
Sound familiar?
That’s when they discovered no-code platforms, and everything changed. Within weeks, they built a working prototype themselves.
No developers. No long timelines. Just ideas, tested fast.
If you’re in insurance, you’ve probably felt that same pressure: customers expect instant service, competitors move faster, and legacy systems hold you back.
No-code tools fix that. They let you:
Build apps and workflows without writing code.
Automate repetitive processes.
Create better customer experiences in less time.
This guide will show you how insurers are using no-code in 2025 to modernize operations, improve customer engagement, and innovate without waiting on tech teams.
By the end, you’ll know how to choose, test, and roll out the right no-code solution – one that actually fits how your business works, not the other way around.
Ready to learn more? Let’s start with the fundamentals.
What is no-code insurance software?
No-code insurance software lets insurers build and automate digital tools, like apps, workflows, and customer portals, without writing a code.
It’s made for business users who want to move fast and solve problems without waiting on IT. With drag-and-drop editors, visual builders, and prebuilt components, you can create and launch new solutions in days, not months.
You don’t need a developer or coding background, just an idea and the willingness to try it.
That’s why low-code and no-code platforms insurance teams use are gaining so much traction. They make digital transformation real and achievable for everyone inside an organization, not just tech teams.
Here’s how it works in practice:
No-code platforms use simple visual editors and logic blocks. Anyone on your team can build workflows or customer journeys without touching a single line of code.
They’re perfect for quick deployment, testing new ideas, or automating daily tasks.
Low-code platforms, on the other hand, still allow some coding for extra customization. They’re great for IT or technical users who want flexibility but still need faster delivery than traditional development.
To visualize how no-code and low-code platforms differ in the insurance context, see the simple comparison below.
Insurers are using these tools across almost every part of their business:
Product building → quickly launch and manage new insurance products.
Claims automation → streamline claim submission and processing.
Underwriting → speed up risk assessments and approvals.
Policy management → simplify renewals, billing, and customer communication.
Several platforms are leading the way. CoverGo stands out for its end-to-end product management capabilities and modular API integrations that connect easily to existing systems.
Visof combines automation with AI-driven insights, helping insurers create smarter workflows and unify data across platforms.
Also worth special attention is Strada, a next-generation artificial intelligence platform that requires no coding. It helps carriers, MGAs, and brokers to automate front-office phone interactions without engineering support.
With Strada, you can deploy AI phone agents that answer customer calls, collect data, and trigger workflows, all through a no-code interface. It’s scalable, efficient, and built to modernize how insurers communicate.
To see how these platforms compare in features and use cases, take a look at the table below.
Platform | Key features | Main use cases | Integration capabilities |
CoverGo | End-to-end product management, modular APIs, fast deployment | Product building, policy management | API ecosystem, legacy system integration |
Visof | AI automation, visual workflow builder, data mapping | Claims, underwriting | CRM and data platform integration |
Strada | No-code conversational AI, AI phone agents, scalable workflows | Customer service, phone automation | Policy management system, CRM, telephony, and workflow system integration |
Together, these low-code and no-code platforms insurance providers are transforming the industry, making innovation faster, smarter, and accessible to every team.
So, what are the clear advantages of no-code platforms? Why are they becoming so popular right now? Let’s take a look.
Why are insurance companies adopting no-code now?
Insurance companies are under more pressure than ever. Customers expect quick, personalized service. Competitors release new products faster than ever.
Traditional development cycles just can’t keep up. That’s where no-code insurance solutions come in, empowering insurers to innovate without waiting months for IT resources.
Meeting the fast pace of market demands
Customers want instant answers, seamless claims, and digital-first experiences. You can’t afford to spend six months building a policy update or a claims app.
Low-code and no-code platforms for insurance companies let teams design and launch solutions in days instead of quarters.
That speed means you can:
Test new products faster
Respond to regulatory changes immediately
Keep customer satisfaction high
When agility defines competitiveness, speed isn’t a luxury; it’s survival.
Reducing IT backlogs and empowering business users
Every insurer knows the struggle: overworked IT teams, endless project queues, and frustrated departments waiting for their turn. No-code business process automation insurance tools flip that script.
Now, business users (or “citizen developers”) can build workflows, apps, and dashboards themselves. No coding degree required.
IT still governs the process, but innovation spreads across the organization much faster.
The result? Faster delivery, fewer bottlenecks, and happier teams.
Driving agility and innovation
Agility isn’t just about speed. It’s about flexibility. No-code insurance software helps insurers pivot quickly, launch new offerings, and automate repetitive tasks.
When customer behavior shifts (and it always does), you can adjust instantly without starting from scratch. This kind of agility opens new opportunities.
Insurers can launch niche products tailored to emerging risks, like usage-based or on-demand coverage, without long development cycles. They can experiment with digital claims automation to streamline customer interactions and improve turnaround times.
And as operations grow, they can scale effortlessly, without having to expand headcount or add complex infrastructure.
Industry shifts pushing no-code forward
COVID-19 forced every insurer to go digital overnight. The industry learned that long-term IT projects couldn’t deliver in crisis mode. Since then, the rise of smart technologies (IoT devices, mobile-first tools, and connected claims) has only accelerated the trend.
Take Aviva France, for example. The company used no-code solutions like Appian to speed up claims resolution (80,000 claims annually!), improving both response time and customer satisfaction.
That’s not theory. That’s real impact.
And the story doesn’t end with claims and workflows. The next big leap for insurers is the frontline experience: every call, every policy question, every customer touchpoint.
And that’s exactly where Strada is changing the game.
It focuses on conversational automation for the insurance front office. It allows carriers, MGAs, and brokers to deploy AI phone agents that handle customer calls 24/7, with no hold times, no waiting.
The system scales effortlessly, managing everything from policy inquiries to claim status updates. Meanwhile, your team can focus on complex, high-value tasks that truly need human expertise.
So, matter-of-factly, insurers are adopting no-code now because it helps them act faster, reduce costs, and deliver better customer experiences.
With low-code and no-code platforms, insurance companies can finally match the pace of modern expectations, without being held back by old systems or limited IT capacity.
But how do these platforms help optimize time costs? Let’s take a closer look.
How does no-code speed up insurance operations?
If you’ve ever waited months for a new system update, you know how slow traditional insurance development can be. Long coding cycles, IT bottlenecks, and manual processes often make even small changes painful.
That’s where no-code insurance comes in.
No-code platforms let insurers move faster, build smarter, and serve customers better, all without the heavy lifting of traditional coding.
Let’s look at how they do it.
Rapid application development, 10-20x faster
Traditional development can take months. By the time a new tool is finally ready, the market may have already moved on.
With no-code/low-code tools, insurance-oriented, that cycle shrinks dramatically, often by a factor of 10 to 20. For example, platforms like Strada come with ready-to-use building blocks, templates, and built-in automation logic.
You don’t have to start from scratch or rely on lengthy coding projects. Instead, you drag, drop, test, and launch, all within a visual, easy-to-use environment that anyone can understand.
This approach lets your team move quickly and confidently. You can create new digital claim forms in hours instead of weeks.
You can roll out self-service portals in a fraction of the usual time. And you can update internal workflows instantly, without writing a single line of code.
The result is faster innovation, happier customers, and far fewer delays caused by IT backlogs.
Visual tools that simplify workflows and approvals
Insurance processes are often complicated: multiple approvals, policy checks, and data transfers. Visual modeling tools make it all simpler.
Instead of explaining processes through long documents, you build them visually. You can see how claims move, where approvals sit, and how tasks connect, all in one place.
These drag-and-drop interfaces help teams spot inefficiencies quickly, standardize workflows across departments, and collaborate easily between business and IT.
When everyone can see the process, it’s easier to improve it.
Automating everyday insurance processes
No-code isn’t just about speed; it’s about doing more with less effort. Insurers use these platforms to automate routine, time-consuming tasks such as:
Claims handling → automatically assign adjusters, track documentation, and send real-time status updates.
Underwriting → pull data from multiple sources, score risks, and approve policies without manual reviews.
Customer onboarding → simplify forms, verify identities, and trigger welcome messages automatically.
These automations free teams to focus on higher-value work, like improving products and customer experience, instead of chasing paperwork.
Integrating seamlessly with legacy systems
Many insurers worry that adopting no-code means replacing their legacy systems. But, it doesn’t.
Modern no-code platforms are designed to work with what you already have. Using APIs and smart connectors, you can integrate core systems such as CRM, AMS, policy and claims platforms, and billing and payment tools (Strada is a great example here).
This means you can modernize without a full system overhaul. You can layer no-code solutions on top of your legacy systems to add automation and flexibility while keeping your critical data secure and consistent.
It’s practical, fast, and minimizes risk.
Tools and approaches make it possible
No-code isn’t a single product. It’s a way of building.
Insurers today rely on several key tools and approaches:
SaaS models → scalable cloud-based platforms that reduce maintenance and let you start quickly.
APIs → the glue that connects old and new systems, enabling real-time data sharing.
Drag-and-drop workflows → simple visual builders anyone can use to design automation flows.
Specialized platforms → tools like Strada that cater specifically to insurance workflows.
These solutions help insurers experiment and innovate continuously without waiting on large IT projects.
Still, most no-code tools work quietly behind the scenes. The real magic happens when automation meets the customer directly, through calls, chats, and service requests.
That’s where Strada changes everything.
It takes automation in insurance from simple to smart. Its powerful no-code workflow engine transforms every call outcome into a real-time business action.
Imagine this: a customer calls to confirm a renewal, file a claim, or request a certificate.
Normally, that would mean a representative taking notes, sending follow-up emails, and manually updating multiple systems afterward. It’s time-consuming, repetitive, and easy to miss a step.
With Strada, all of that happens automatically. The platform connects seamlessly with your CRM, AMS, policy, and claims systems, ensuring every call triggers the right next step, instantly.
Strada’s new Workflows take that even further. Every call outcome (like a renewal, payment promise, or claim) is instantly turned into an automated task. No more chasing updates across systems.
The moment a conversation ends, the right action is already in motion.
That means renewals are processed the moment they’re approved. Claims intake updates your systems in real time. Payment recovery actions trigger immediately. Certificates are generated and sent without delay.
Think of it like having a digital teammate who never forgets a follow-up.
Strada Workflows listens, understands context, and executes the next step (no matter if that’s creating a retention task, checking a payment, or flagging a churn risk), so your team can focus on customers, not busywork.
No manual follow-up. No missed steps. No waiting.
The process is simple and powerful. Here’s how Strada turns a single customer call into instant, automated business action:
This kind of automation eliminates administrative overhead and dramatically speeds up your service cycle.
That’s exactly where Strada Workflows shines.
It doesn’t stop when the call ends. It keeps working behind the scenes. Every promise to pay, claim update, or renewal confirmation instantly triggers the next step, closing the gap between talk and action.
Your teams get back valuable time to focus on meaningful work, while customers enjoy faster responses and smoother experiences from start to finish.
Speed and automation aren’t just operational wins. They’re strategic advantages. Insurers that adopt no-code/low-code tools for insurance companies are positioned to innovate faster, serve customers better, and operate with leaner teams.
With real-time integrations, visual builders, and intelligent automation like Strada’s, you can turn everyday processes into high-velocity workflows.
But what about the features, and which ones are best suited for insurance? Let’s break it down.
What features make no-code platforms fit for insurance?
Not all no-code platforms are built for insurance. The industry has unique challenges: regulatory complexity, legacy systems, heavy data use, and the need for speed with accuracy.
The best no-code insurance software understands those realities and comes with tools built specifically for insurers, not just generic app builders.
Let’s look at the key features that make low-code/no-code technology insurance platforms the right fit for the modern insurer.
The table below breaks down which features matter most, and what real benefits they deliver.
Feature | What it does | Why it matters |
Pre-built modules | Ready-to-use templates for claims, policies, billing | Launch faster, reduce setup time |
Drag-and-drop workflows | Visual process builder | Let anyone design without coding |
API connectors | Link old and new systems | Ensure seamless data flow |
Role-based governance | Control access and edits | Keep compliance tight and secure |
Cloud scalability | Auto-adjust to workloads | Handle peak seasons easily |
Audit trails | Track all changes | Stay transparent and compliant |
And let’s talk details.
Pre-built, insurance-specific modules
One of the biggest advantages of modern insurance no-code platforms is the library of pre-built modules. Instead of starting from scratch, you get ready-to-use components for:
Customer conversations → Handle inquiries, renewals, and claims updates instantly, without hold times.
Policy management → сreate, update, and manage policies with flexible templates.
Claims processing → Automate intake, routing, and approval steps.
Billing and payments → Manage invoices, reminders, and collections with ease.
Underwriting automation → Collect data, assess risks, and issue quotes faster.
Customer onboarding → Simplify KYC, document uploads, and policy activation.
Regulatory compliance → Track rules, generate reports, and ensure accuracy.
Agent and broker portals → Let partners quote, bind, and manage policies easily.
Analytics and reporting → Build dashboards and track performance in real time.
These modules are designed for insurance workflows, so you can launch faster, stay compliant, and customize only what you need.
Connectors and APIs that bridge your systems
Every insurer runs on data: customer info, policy records, risk models, and more. Connecting all that information used to be a nightmare. Modern no-code platforms fix that with built-in connectors and open APIs.
They let you pull and push data across systems instantly. All your systems can talk to each other without middleware or manual transfers.
And with Strada Workflows, those connectors come alive. It automatically updates your CRM, triggers tasks in your AMS, and pushes notifications to the right teams. No waiting, no switching tools – just clean, real-time coordination across every system you already use.
For you, that means real-time updates, seamless workflows, and no more duplicate data entry. You keep your existing tools while adding new layers of speed and automation.
Scalable and built for complexity
Insurance data isn’t light. You’re working with millions of records, regulatory frameworks, and complex modeling. Scalability is non-negotiable.
The best no-code insurance software scales effortlessly, whether you’re managing a small regional portfolio or a global operation.
It handles high data volumes, complex calculations, and multi-department workflows without breaking performance.
You get enterprise-grade capability without the enterprise-grade cost or delay.
Governance and compliance built in
In insurance, compliance isn’t just a box to tick. It’s the backbone of trust. That’s why top-tier insurance no-code platforms have governance and compliance baked in from day one.
You can manage permissions, user roles, and data visibility at a granular level. Every action is logged automatically, creating a transparent audit trail. Version control ensures you know who changed what and when.
This level of control helps you stay compliant with evolving regulations like GDPR, HIPAA, and region-specific insurance laws, without slowing innovation. You can move fast and stay safe at the same time.
AI-enabled features that work smarter, not harder
Artificial intelligence is transforming how insurers handle data and customers. The best low-code/no-code technology insurance platforms are embedding AI directly into their toolkits.
These smart features do the heavy lifting for your team:
Renewals automation → AI agents reach out to insureds, answer renewal questions, and capture updates—no missed opportunities.
Quote capture and submission → handle inbound quote calls, extract key details, and push to AMS or CRM for faster turnaround.
Policy servicing → manage endorsements, COI requests, and billing inquiries with instant, accurate responses.
Document processing → intelligent models read and extract data from claims forms, invoices, or IDs automatically.
Chatbots and digital assistants → solutions like Visof’s WhatsApp bot guide customers through claims or policy queries 24/7.
Smart recommendations → AI surfaces insights like cross-sell opportunities, risk alerts, or workflow improvements.
Customer re-engagement → run proactive call campaigns to win back lapsed policies or confirm renewals automatically.
Post-call actions → trigger CRM updates, send follow-up emails or SMS, and log interactions automatically for full traceability.
These features reduce manual effort, cut response times, and help insurers deliver a seamless, always-on experience.
While many platforms offer generic AI tools, Strada was built for insurance from the ground up. It uses insurance-specific AI models trained on real terminology and workflows, making it highly accurate in understanding intent and context.
What sets Strada apart is how it turns conversations into action. Its call outcome recognition feature instantly detects when a customer confirms a renewal, reports a claim, or requests a certificate and acts on it immediately.
Once an intent is recognized, real-time automation triggers launch the right workflow without manual follow-up. Deep integrations with CRM, AMS, policy, and claims systems ensure every update happens within seconds.
Strada’s AI evaluation engine continuously improves accuracy, while its conversation-to-action intelligence transforms every voice or SMS exchange into measurable business results.
It can automatically schedule appointments, send follow-ups, and trigger post-call workflows, so nothing falls through the cracks.
The following table highlights how Strada’s AI functionalities stack up against other major players in the no-code insurance space.
Feature / Capability | Strada | CoverGo | Visof |
AI models trained on insurance terminology | Yes – industry-specific and continuously learning | Partial – general AI with configurable insurance templates | Partial – focused on chatbot training |
Call outcome recognition (voice + SMS) | Advanced – detects intent and outcome in real time | Not available | Basic text-based recognition only |
Real-time automation triggers | Integrated with CRM, AMS, policy & claims systems | Via API workflows | Available for chatbot events |
Document processing (claims, policy, ID) | Available via connection with an AI document processor | Strong – built-in OCR and data extraction | Built-in intelligent document processor |
Chatbots / Conversational AI | Multi-channel voice & SMS assistant | Configurable chatbot builder | WhatsApp chatbot with natural-language support |
AI accuracy evaluation & self-learning | Continuous AI performance feedback | Manual model tuning | Not available |
Conversation-to-action automation | Yes – turns every call or message into workflow actions | Limited to form or chatbot events | Limited to chat-based automation |
Appointment scheduling & post-call workflows | Automated scheduling, reminders, and follow-up tasks | Manual integration required | Basic message follow-ups |
Integration depth (CRM, AMS, policy, claims) | Deep native integrations | API-driven connections | Partial integration support |
Deployment model | SaaS, scalable cloud architecture | SaaS with API toolkit | SaaS chatbot suite |
Platforms like CoverGo and Visof deliver powerful tools for policy and document automation, while Strada stands out by seamlessly blending voice, AI, and workflow automation into one unified ecosystem.
And what really sets Strada apart is how Workflows extend its conversational AI into full process automation. Each customer call becomes a chain reaction: creating tasks, updating systems, and even sending confirmations automatically.
It’s built for the insurance rhythm: fast, compliant, and hands-free.
So, as you can see, the right insurance no-code platform does more than simplify development. It gives insurers a practical way to modernize without major disruption.
You get the speed of no-code, the reliability of built-in governance, and the intelligence of AI, all tailored for the unique demands of insurance.
And here's how to start using no-code in insurance, step by step.
Starting with no-code tools doesn’t require a tech team or a long roadmap.
You can begin improving your workflows in days. To make this real, let’s look at how you can start using Strada, a no-code platform built specifically for insurance operations.
Step 1: Pick a clear starting point
Start small. Choose one process that takes too much time or depends on manual work. Good candidates include:
Quote intake calls that need follow-up.
Policy renewals where reminders are missed.
Certificate of Insurance (COI) requests that require back-and-forth emails.
You’re not rebuilding your whole system. You’re improving one bottleneck. The goal is to get a win quickly, then expand from there.
Step 2: Map the flow (don’t code it)
Take five minutes to write down the steps of that process. For example:
“Customer calls for a renewal → confirms details → renewal offer sent → follow-up if no response.”
In a traditional setup, each step lives in a different tool: CRM, AMS, email, etc. With Strada, you’ll set this up visually, using drag-and-drop logic instead of code.
This is where Strada Workflows comes in.
It lets you define what should happen after a call or message (automatically). For example:
If a customer says, “I think I found a better rate,” Strada can tag the conversation as churn risk, create a CRM task, and alert the retention team.
If someone requests a COI, Strada can trigger your AMS to generate the document and send it automatically.
You’re turning what used to be “someone should follow up” into “the system already did it.”
Step 3: Connect the tools you already use
No-code doesn’t mean starting from scratch. Strada connects directly to your existing systems: CRM, AMS, claims, billing, or even custom APIs, without engineering help.
You simply choose the tools you use (Salesforce, Applied Epic, Vertafore, etc.), authorize access, and map the data fields. The result: when a call ends, everything updates where it should. No manual entry, no waiting on IT.
Think of this step as “teaching” your systems to talk to each other.
Step 4: Test, learn, and iterate
Once your first workflow is live, test it with a few calls or scenarios.
Watch what happens:
Did the CRM update correctly?
Did the right team get notified?
Did follow-ups happen on time?
Strada includes built-in testing tools that show you what the automation did and why. You can tweak conditions, change triggers, or add more actions, all without touching code.
The key is iteration. Your first version should work, not be perfect. Improve it as your team uses it.
Step 5: Scale up what works
Once you see results (faster renewals, fewer missed tasks, happier customers), expand to more areas:
Automate claims intake and document collection.
Set up payment recovery workflows.
Create proactive outreach for policy renewals.
Because Strada is infinitely scalable, you don’t have to worry about growing pains. When call volume doubles, your workflows keep up automatically. You get the benefits of automation without adding headcount or IT complexity.
So, what are the most obvious advantages of using these platforms? Let’s take a look next.
What are key benefits and ROI from no-code?
The benefits of no-code insurance platforms go far beyond convenience – they deliver measurable business impact.
Insurers using these tools report faster product launches, happier customers, and major cost savings.
Let’s start with cost. Traditional software development is expensive and slow. Every small update or new feature requires developer time, testing, and deployment.
With no-code business process automation insurance solutions, teams can build and modify workflows themselves. That means less reliance on IT, faster go-to-market, and lower operational costs.
Speed is another huge advantage. No-code platforms give insurers the agility to adapt quickly, no matter if it’s updating underwriting rules, adding new coverage types, or responding to new regulations.
You’re not waiting weeks for code changes. You can make updates instantly and stay ahead of market shifts.
Customer experience also improves dramatically. No-code tools let you design digital-first experiences that are faster, simpler, and more personal.
When customers can file claims or manage policies online without delay, satisfaction scores go up and loyalty follows.
There’s also a cultural benefit: democratization. No-code empowers business users to innovate.
Anyone with an idea can build a workflow, app, or automation – no technical background needed. This opens the door to creativity and faster internal problem-solving.
And the results speak for themselves:
Forrester found that no-code and low-code tools can deliver up to 509% ROI over three years.
McKinsey reports that insurers using automation see double-digit productivity boosts.
And platforms like Strada take ROI even further. Strada enables insurers to automate phone interactions with AI, achieving 85%+ call answer rates, 24/7 availability, and zero hold times.
Its smart scheduling system increases connection rates, while automated data capture eliminates manual entry. The result? Faster, smarter customer interactions and immediate returns, without the engineering burden.
Add Workflows into the mix, and that ROI compounds fast. It removes the hidden time drains: manual CRM updates, missed follow-ups, or rekeyed data. Teams close loops instantly, and leadership gets a clear, real-time picture of performance without extra effort.
To put it all together, no-code insurance solutions don’t just cut costs – they boost agility, productivity, and customer happiness. It’s technology that pays for itself, quickly.
But despite the many advantages, there are also challenges you might face when working with these platforms. Let’s take a look at what they are and how to overcome them.
What are the common challenges and how to overcome them?
Adopting insurance no-code platforms is one of the smartest moves insurers can make, but it’s not without challenges. Like any major change, success depends on people, processes, and the right technology choices.
Let’s look at the common hurdles and how to overcome them.
The first challenge is cultural resistance. Many teams are used to traditional development cycles and may hesitate to trust no-code tools.
The best solution is education. Train and empower “citizen developers” – business users who can build workflows without coding.
Here’s how to make it work in practice:
Start small → Pick one simple workflow to automate first.
Create quick wins → Show visible results early to build confidence.
Set clear guardrails → Define what users can (and shouldn’t) change.
Offer short, focused training → Use bite-sized sessions, not long courses.
Pair business users with IT mentors → Keep projects aligned and secure.
Celebrate and share results → Turn success stories into motivation for others.
Another obstacle is platform selection. Not all solutions fit complex insurance needs. Some have limited templates or struggle with integrations.
Here’s a simple framework to help you evaluate options clearly.
Before you commit, test how the platform handles your core systems, workflows, and data models.
Vendors like Strada address this by offering a fully flexible platform that supports complex products and integrates smoothly with legacy systems.
Its Workflows feature also helps reduce operational complexity. Instead of adding new tools, it extends what you already use (connecting Salesforce, AMS, and billing systems), so automations happen in the background while your teams keep working the way they’re used to.
Then comes governance and security. With more people building solutions, you’ll need clear policies to maintain quality and compliance. Set up a governance framework that defines roles, permissions, and security standards. This keeps innovation fast but controlled.
Balancing no-code simplicity with complex insurance requirements is another key consideration. Low-code/no-code technology insurance platforms can simplify routine processes while still offering customization for advanced needs.
Look for systems that combine drag-and-drop simplicity with optional coding or configuration for complex workflows.
Also, vendor support makes a big difference. The right partner ensures long-term reliability and scalability.
Strada sets a strong example here. Its platform is SOC 2 Type 2 compliant, ensuring enterprise-grade security. It offers data isolation, strict privacy controls, regular penetration testing, and a dedicated forward-deployed support team.
This guarantees reliable, secure performance and strong governance in AI-driven automation – a must for modern insurers using low-code/no-code automation insurance solutions.
Now you have enough information about no-code platforms to make an informed decision about using them. It’s the perfect time to take action. But first, let’s do a quick recap.
Conclusion
The rise of no-code insurance is reshaping the industry. Insurers everywhere are realizing that they don’t need to rely solely on developers to innovate.
With intuitive, visual tools, teams can build, automate, and launch faster than ever before, turning ideas into real products in a fraction of the time.
The impact goes beyond convenience. Low-code/no-code automation insurance platforms deliver real business and technical benefits:
Speed → launch new products and update workflows in days, not months.
Cost efficiency → cut IT expenses and reduce reliance on external vendors.
Agility → adapt instantly to market changes or customer feedback.
Innovation → empower teams across departments to test and improve processes.
Success, however, depends on a smart approach. Train your teams, put governance in place, and choose flexible, secure platforms that fit your business model.
Strategic adoption ensures you get the best of both worlds – freedom to build fast and confidence that your systems stay safe and compliant.
If you’re ready to see how no-code can actually work inside your insurance business, tools like Strada make it easy to start small and scale fast. You don’t need to rebuild everything – just automate one process, test it, and watch the results stack up.
The best part? You’ll see progress from day one. Fewer manual steps, faster responses, happier customers.
That’s how modern insurance grows, one smart workflow at a time.
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A 2025 Guide to No-Code Platforms for Insurers [October Updated]
Amir Prodensky
CEO
Nov 25, 2025
12 min read
How insurers are saving time and money with no-code tools.
A few years ago, I was working with an insurance team that wanted to launch a simple online claims tool. It should’ve been a quick win, but months later, they were still waiting on IT. Every small change meant another ticket, another meeting, another delay.
Sound familiar?
That’s when they discovered no-code platforms, and everything changed. Within weeks, they built a working prototype themselves.
No developers. No long timelines. Just ideas, tested fast.
If you’re in insurance, you’ve probably felt that same pressure: customers expect instant service, competitors move faster, and legacy systems hold you back.
No-code tools fix that. They let you:
Build apps and workflows without writing code.
Automate repetitive processes.
Create better customer experiences in less time.
This guide will show you how insurers are using no-code in 2025 to modernize operations, improve customer engagement, and innovate without waiting on tech teams.
By the end, you’ll know how to choose, test, and roll out the right no-code solution – one that actually fits how your business works, not the other way around.
Ready to learn more? Let’s start with the fundamentals.
What is no-code insurance software?
No-code insurance software lets insurers build and automate digital tools, like apps, workflows, and customer portals, without writing a code.
It’s made for business users who want to move fast and solve problems without waiting on IT. With drag-and-drop editors, visual builders, and prebuilt components, you can create and launch new solutions in days, not months.
You don’t need a developer or coding background, just an idea and the willingness to try it.
That’s why low-code and no-code platforms insurance teams use are gaining so much traction. They make digital transformation real and achievable for everyone inside an organization, not just tech teams.
Here’s how it works in practice:
No-code platforms use simple visual editors and logic blocks. Anyone on your team can build workflows or customer journeys without touching a single line of code.
They’re perfect for quick deployment, testing new ideas, or automating daily tasks.
Low-code platforms, on the other hand, still allow some coding for extra customization. They’re great for IT or technical users who want flexibility but still need faster delivery than traditional development.
To visualize how no-code and low-code platforms differ in the insurance context, see the simple comparison below.
Insurers are using these tools across almost every part of their business:
Product building → quickly launch and manage new insurance products.
Claims automation → streamline claim submission and processing.
Underwriting → speed up risk assessments and approvals.
Policy management → simplify renewals, billing, and customer communication.
Several platforms are leading the way. CoverGo stands out for its end-to-end product management capabilities and modular API integrations that connect easily to existing systems.
Visof combines automation with AI-driven insights, helping insurers create smarter workflows and unify data across platforms.
Also worth special attention is Strada, a next-generation artificial intelligence platform that requires no coding. It helps carriers, MGAs, and brokers to automate front-office phone interactions without engineering support.
With Strada, you can deploy AI phone agents that answer customer calls, collect data, and trigger workflows, all through a no-code interface. It’s scalable, efficient, and built to modernize how insurers communicate.
To see how these platforms compare in features and use cases, take a look at the table below.
Platform | Key features | Main use cases | Integration capabilities |
CoverGo | End-to-end product management, modular APIs, fast deployment | Product building, policy management | API ecosystem, legacy system integration |
Visof | AI automation, visual workflow builder, data mapping | Claims, underwriting | CRM and data platform integration |
Strada | No-code conversational AI, AI phone agents, scalable workflows | Customer service, phone automation | Policy management system, CRM, telephony, and workflow system integration |
Together, these low-code and no-code platforms insurance providers are transforming the industry, making innovation faster, smarter, and accessible to every team.
So, what are the clear advantages of no-code platforms? Why are they becoming so popular right now? Let’s take a look.
Why are insurance companies adopting no-code now?
Insurance companies are under more pressure than ever. Customers expect quick, personalized service. Competitors release new products faster than ever.
Traditional development cycles just can’t keep up. That’s where no-code insurance solutions come in, empowering insurers to innovate without waiting months for IT resources.
Meeting the fast pace of market demands
Customers want instant answers, seamless claims, and digital-first experiences. You can’t afford to spend six months building a policy update or a claims app.
Low-code and no-code platforms for insurance companies let teams design and launch solutions in days instead of quarters.
That speed means you can:
Test new products faster
Respond to regulatory changes immediately
Keep customer satisfaction high
When agility defines competitiveness, speed isn’t a luxury; it’s survival.
Reducing IT backlogs and empowering business users
Every insurer knows the struggle: overworked IT teams, endless project queues, and frustrated departments waiting for their turn. No-code business process automation insurance tools flip that script.
Now, business users (or “citizen developers”) can build workflows, apps, and dashboards themselves. No coding degree required.
IT still governs the process, but innovation spreads across the organization much faster.
The result? Faster delivery, fewer bottlenecks, and happier teams.
Driving agility and innovation
Agility isn’t just about speed. It’s about flexibility. No-code insurance software helps insurers pivot quickly, launch new offerings, and automate repetitive tasks.
When customer behavior shifts (and it always does), you can adjust instantly without starting from scratch. This kind of agility opens new opportunities.
Insurers can launch niche products tailored to emerging risks, like usage-based or on-demand coverage, without long development cycles. They can experiment with digital claims automation to streamline customer interactions and improve turnaround times.
And as operations grow, they can scale effortlessly, without having to expand headcount or add complex infrastructure.
Industry shifts pushing no-code forward
COVID-19 forced every insurer to go digital overnight. The industry learned that long-term IT projects couldn’t deliver in crisis mode. Since then, the rise of smart technologies (IoT devices, mobile-first tools, and connected claims) has only accelerated the trend.
Take Aviva France, for example. The company used no-code solutions like Appian to speed up claims resolution (80,000 claims annually!), improving both response time and customer satisfaction.
That’s not theory. That’s real impact.
And the story doesn’t end with claims and workflows. The next big leap for insurers is the frontline experience: every call, every policy question, every customer touchpoint.
And that’s exactly where Strada is changing the game.
It focuses on conversational automation for the insurance front office. It allows carriers, MGAs, and brokers to deploy AI phone agents that handle customer calls 24/7, with no hold times, no waiting.
The system scales effortlessly, managing everything from policy inquiries to claim status updates. Meanwhile, your team can focus on complex, high-value tasks that truly need human expertise.
So, matter-of-factly, insurers are adopting no-code now because it helps them act faster, reduce costs, and deliver better customer experiences.
With low-code and no-code platforms, insurance companies can finally match the pace of modern expectations, without being held back by old systems or limited IT capacity.
But how do these platforms help optimize time costs? Let’s take a closer look.
How does no-code speed up insurance operations?
If you’ve ever waited months for a new system update, you know how slow traditional insurance development can be. Long coding cycles, IT bottlenecks, and manual processes often make even small changes painful.
That’s where no-code insurance comes in.
No-code platforms let insurers move faster, build smarter, and serve customers better, all without the heavy lifting of traditional coding.
Let’s look at how they do it.
Rapid application development, 10-20x faster
Traditional development can take months. By the time a new tool is finally ready, the market may have already moved on.
With no-code/low-code tools, insurance-oriented, that cycle shrinks dramatically, often by a factor of 10 to 20. For example, platforms like Strada come with ready-to-use building blocks, templates, and built-in automation logic.
You don’t have to start from scratch or rely on lengthy coding projects. Instead, you drag, drop, test, and launch, all within a visual, easy-to-use environment that anyone can understand.
This approach lets your team move quickly and confidently. You can create new digital claim forms in hours instead of weeks.
You can roll out self-service portals in a fraction of the usual time. And you can update internal workflows instantly, without writing a single line of code.
The result is faster innovation, happier customers, and far fewer delays caused by IT backlogs.
Visual tools that simplify workflows and approvals
Insurance processes are often complicated: multiple approvals, policy checks, and data transfers. Visual modeling tools make it all simpler.
Instead of explaining processes through long documents, you build them visually. You can see how claims move, where approvals sit, and how tasks connect, all in one place.
These drag-and-drop interfaces help teams spot inefficiencies quickly, standardize workflows across departments, and collaborate easily between business and IT.
When everyone can see the process, it’s easier to improve it.
Automating everyday insurance processes
No-code isn’t just about speed; it’s about doing more with less effort. Insurers use these platforms to automate routine, time-consuming tasks such as:
Claims handling → automatically assign adjusters, track documentation, and send real-time status updates.
Underwriting → pull data from multiple sources, score risks, and approve policies without manual reviews.
Customer onboarding → simplify forms, verify identities, and trigger welcome messages automatically.
These automations free teams to focus on higher-value work, like improving products and customer experience, instead of chasing paperwork.
Integrating seamlessly with legacy systems
Many insurers worry that adopting no-code means replacing their legacy systems. But, it doesn’t.
Modern no-code platforms are designed to work with what you already have. Using APIs and smart connectors, you can integrate core systems such as CRM, AMS, policy and claims platforms, and billing and payment tools (Strada is a great example here).
This means you can modernize without a full system overhaul. You can layer no-code solutions on top of your legacy systems to add automation and flexibility while keeping your critical data secure and consistent.
It’s practical, fast, and minimizes risk.
Tools and approaches make it possible
No-code isn’t a single product. It’s a way of building.
Insurers today rely on several key tools and approaches:
SaaS models → scalable cloud-based platforms that reduce maintenance and let you start quickly.
APIs → the glue that connects old and new systems, enabling real-time data sharing.
Drag-and-drop workflows → simple visual builders anyone can use to design automation flows.
Specialized platforms → tools like Strada that cater specifically to insurance workflows.
These solutions help insurers experiment and innovate continuously without waiting on large IT projects.
Still, most no-code tools work quietly behind the scenes. The real magic happens when automation meets the customer directly, through calls, chats, and service requests.
That’s where Strada changes everything.
It takes automation in insurance from simple to smart. Its powerful no-code workflow engine transforms every call outcome into a real-time business action.
Imagine this: a customer calls to confirm a renewal, file a claim, or request a certificate.
Normally, that would mean a representative taking notes, sending follow-up emails, and manually updating multiple systems afterward. It’s time-consuming, repetitive, and easy to miss a step.
With Strada, all of that happens automatically. The platform connects seamlessly with your CRM, AMS, policy, and claims systems, ensuring every call triggers the right next step, instantly.
Strada’s new Workflows take that even further. Every call outcome (like a renewal, payment promise, or claim) is instantly turned into an automated task. No more chasing updates across systems.
The moment a conversation ends, the right action is already in motion.
That means renewals are processed the moment they’re approved. Claims intake updates your systems in real time. Payment recovery actions trigger immediately. Certificates are generated and sent without delay.
Think of it like having a digital teammate who never forgets a follow-up.
Strada Workflows listens, understands context, and executes the next step (no matter if that’s creating a retention task, checking a payment, or flagging a churn risk), so your team can focus on customers, not busywork.
No manual follow-up. No missed steps. No waiting.
The process is simple and powerful. Here’s how Strada turns a single customer call into instant, automated business action:
This kind of automation eliminates administrative overhead and dramatically speeds up your service cycle.
That’s exactly where Strada Workflows shines.
It doesn’t stop when the call ends. It keeps working behind the scenes. Every promise to pay, claim update, or renewal confirmation instantly triggers the next step, closing the gap between talk and action.
Your teams get back valuable time to focus on meaningful work, while customers enjoy faster responses and smoother experiences from start to finish.
Speed and automation aren’t just operational wins. They’re strategic advantages. Insurers that adopt no-code/low-code tools for insurance companies are positioned to innovate faster, serve customers better, and operate with leaner teams.
With real-time integrations, visual builders, and intelligent automation like Strada’s, you can turn everyday processes into high-velocity workflows.
But what about the features, and which ones are best suited for insurance? Let’s break it down.
What features make no-code platforms fit for insurance?
Not all no-code platforms are built for insurance. The industry has unique challenges: regulatory complexity, legacy systems, heavy data use, and the need for speed with accuracy.
The best no-code insurance software understands those realities and comes with tools built specifically for insurers, not just generic app builders.
Let’s look at the key features that make low-code/no-code technology insurance platforms the right fit for the modern insurer.
The table below breaks down which features matter most, and what real benefits they deliver.
Feature | What it does | Why it matters |
Pre-built modules | Ready-to-use templates for claims, policies, billing | Launch faster, reduce setup time |
Drag-and-drop workflows | Visual process builder | Let anyone design without coding |
API connectors | Link old and new systems | Ensure seamless data flow |
Role-based governance | Control access and edits | Keep compliance tight and secure |
Cloud scalability | Auto-adjust to workloads | Handle peak seasons easily |
Audit trails | Track all changes | Stay transparent and compliant |
And let’s talk details.
Pre-built, insurance-specific modules
One of the biggest advantages of modern insurance no-code platforms is the library of pre-built modules. Instead of starting from scratch, you get ready-to-use components for:
Customer conversations → Handle inquiries, renewals, and claims updates instantly, without hold times.
Policy management → сreate, update, and manage policies with flexible templates.
Claims processing → Automate intake, routing, and approval steps.
Billing and payments → Manage invoices, reminders, and collections with ease.
Underwriting automation → Collect data, assess risks, and issue quotes faster.
Customer onboarding → Simplify KYC, document uploads, and policy activation.
Regulatory compliance → Track rules, generate reports, and ensure accuracy.
Agent and broker portals → Let partners quote, bind, and manage policies easily.
Analytics and reporting → Build dashboards and track performance in real time.
These modules are designed for insurance workflows, so you can launch faster, stay compliant, and customize only what you need.
Connectors and APIs that bridge your systems
Every insurer runs on data: customer info, policy records, risk models, and more. Connecting all that information used to be a nightmare. Modern no-code platforms fix that with built-in connectors and open APIs.
They let you pull and push data across systems instantly. All your systems can talk to each other without middleware or manual transfers.
And with Strada Workflows, those connectors come alive. It automatically updates your CRM, triggers tasks in your AMS, and pushes notifications to the right teams. No waiting, no switching tools – just clean, real-time coordination across every system you already use.
For you, that means real-time updates, seamless workflows, and no more duplicate data entry. You keep your existing tools while adding new layers of speed and automation.
Scalable and built for complexity
Insurance data isn’t light. You’re working with millions of records, regulatory frameworks, and complex modeling. Scalability is non-negotiable.
The best no-code insurance software scales effortlessly, whether you’re managing a small regional portfolio or a global operation.
It handles high data volumes, complex calculations, and multi-department workflows without breaking performance.
You get enterprise-grade capability without the enterprise-grade cost or delay.
Governance and compliance built in
In insurance, compliance isn’t just a box to tick. It’s the backbone of trust. That’s why top-tier insurance no-code platforms have governance and compliance baked in from day one.
You can manage permissions, user roles, and data visibility at a granular level. Every action is logged automatically, creating a transparent audit trail. Version control ensures you know who changed what and when.
This level of control helps you stay compliant with evolving regulations like GDPR, HIPAA, and region-specific insurance laws, without slowing innovation. You can move fast and stay safe at the same time.
AI-enabled features that work smarter, not harder
Artificial intelligence is transforming how insurers handle data and customers. The best low-code/no-code technology insurance platforms are embedding AI directly into their toolkits.
These smart features do the heavy lifting for your team:
Renewals automation → AI agents reach out to insureds, answer renewal questions, and capture updates—no missed opportunities.
Quote capture and submission → handle inbound quote calls, extract key details, and push to AMS or CRM for faster turnaround.
Policy servicing → manage endorsements, COI requests, and billing inquiries with instant, accurate responses.
Document processing → intelligent models read and extract data from claims forms, invoices, or IDs automatically.
Chatbots and digital assistants → solutions like Visof’s WhatsApp bot guide customers through claims or policy queries 24/7.
Smart recommendations → AI surfaces insights like cross-sell opportunities, risk alerts, or workflow improvements.
Customer re-engagement → run proactive call campaigns to win back lapsed policies or confirm renewals automatically.
Post-call actions → trigger CRM updates, send follow-up emails or SMS, and log interactions automatically for full traceability.
These features reduce manual effort, cut response times, and help insurers deliver a seamless, always-on experience.
While many platforms offer generic AI tools, Strada was built for insurance from the ground up. It uses insurance-specific AI models trained on real terminology and workflows, making it highly accurate in understanding intent and context.
What sets Strada apart is how it turns conversations into action. Its call outcome recognition feature instantly detects when a customer confirms a renewal, reports a claim, or requests a certificate and acts on it immediately.
Once an intent is recognized, real-time automation triggers launch the right workflow without manual follow-up. Deep integrations with CRM, AMS, policy, and claims systems ensure every update happens within seconds.
Strada’s AI evaluation engine continuously improves accuracy, while its conversation-to-action intelligence transforms every voice or SMS exchange into measurable business results.
It can automatically schedule appointments, send follow-ups, and trigger post-call workflows, so nothing falls through the cracks.
The following table highlights how Strada’s AI functionalities stack up against other major players in the no-code insurance space.
Feature / Capability | Strada | CoverGo | Visof |
AI models trained on insurance terminology | Yes – industry-specific and continuously learning | Partial – general AI with configurable insurance templates | Partial – focused on chatbot training |
Call outcome recognition (voice + SMS) | Advanced – detects intent and outcome in real time | Not available | Basic text-based recognition only |
Real-time automation triggers | Integrated with CRM, AMS, policy & claims systems | Via API workflows | Available for chatbot events |
Document processing (claims, policy, ID) | Available via connection with an AI document processor | Strong – built-in OCR and data extraction | Built-in intelligent document processor |
Chatbots / Conversational AI | Multi-channel voice & SMS assistant | Configurable chatbot builder | WhatsApp chatbot with natural-language support |
AI accuracy evaluation & self-learning | Continuous AI performance feedback | Manual model tuning | Not available |
Conversation-to-action automation | Yes – turns every call or message into workflow actions | Limited to form or chatbot events | Limited to chat-based automation |
Appointment scheduling & post-call workflows | Automated scheduling, reminders, and follow-up tasks | Manual integration required | Basic message follow-ups |
Integration depth (CRM, AMS, policy, claims) | Deep native integrations | API-driven connections | Partial integration support |
Deployment model | SaaS, scalable cloud architecture | SaaS with API toolkit | SaaS chatbot suite |
Platforms like CoverGo and Visof deliver powerful tools for policy and document automation, while Strada stands out by seamlessly blending voice, AI, and workflow automation into one unified ecosystem.
And what really sets Strada apart is how Workflows extend its conversational AI into full process automation. Each customer call becomes a chain reaction: creating tasks, updating systems, and even sending confirmations automatically.
It’s built for the insurance rhythm: fast, compliant, and hands-free.
So, as you can see, the right insurance no-code platform does more than simplify development. It gives insurers a practical way to modernize without major disruption.
You get the speed of no-code, the reliability of built-in governance, and the intelligence of AI, all tailored for the unique demands of insurance.
And here's how to start using no-code in insurance, step by step.
Starting with no-code tools doesn’t require a tech team or a long roadmap.
You can begin improving your workflows in days. To make this real, let’s look at how you can start using Strada, a no-code platform built specifically for insurance operations.
Step 1: Pick a clear starting point
Start small. Choose one process that takes too much time or depends on manual work. Good candidates include:
Quote intake calls that need follow-up.
Policy renewals where reminders are missed.
Certificate of Insurance (COI) requests that require back-and-forth emails.
You’re not rebuilding your whole system. You’re improving one bottleneck. The goal is to get a win quickly, then expand from there.
Step 2: Map the flow (don’t code it)
Take five minutes to write down the steps of that process. For example:
“Customer calls for a renewal → confirms details → renewal offer sent → follow-up if no response.”
In a traditional setup, each step lives in a different tool: CRM, AMS, email, etc. With Strada, you’ll set this up visually, using drag-and-drop logic instead of code.
This is where Strada Workflows comes in.
It lets you define what should happen after a call or message (automatically). For example:
If a customer says, “I think I found a better rate,” Strada can tag the conversation as churn risk, create a CRM task, and alert the retention team.
If someone requests a COI, Strada can trigger your AMS to generate the document and send it automatically.
You’re turning what used to be “someone should follow up” into “the system already did it.”
Step 3: Connect the tools you already use
No-code doesn’t mean starting from scratch. Strada connects directly to your existing systems: CRM, AMS, claims, billing, or even custom APIs, without engineering help.
You simply choose the tools you use (Salesforce, Applied Epic, Vertafore, etc.), authorize access, and map the data fields. The result: when a call ends, everything updates where it should. No manual entry, no waiting on IT.
Think of this step as “teaching” your systems to talk to each other.
Step 4: Test, learn, and iterate
Once your first workflow is live, test it with a few calls or scenarios.
Watch what happens:
Did the CRM update correctly?
Did the right team get notified?
Did follow-ups happen on time?
Strada includes built-in testing tools that show you what the automation did and why. You can tweak conditions, change triggers, or add more actions, all without touching code.
The key is iteration. Your first version should work, not be perfect. Improve it as your team uses it.
Step 5: Scale up what works
Once you see results (faster renewals, fewer missed tasks, happier customers), expand to more areas:
Automate claims intake and document collection.
Set up payment recovery workflows.
Create proactive outreach for policy renewals.
Because Strada is infinitely scalable, you don’t have to worry about growing pains. When call volume doubles, your workflows keep up automatically. You get the benefits of automation without adding headcount or IT complexity.
So, what are the most obvious advantages of using these platforms? Let’s take a look next.
What are key benefits and ROI from no-code?
The benefits of no-code insurance platforms go far beyond convenience – they deliver measurable business impact.
Insurers using these tools report faster product launches, happier customers, and major cost savings.
Let’s start with cost. Traditional software development is expensive and slow. Every small update or new feature requires developer time, testing, and deployment.
With no-code business process automation insurance solutions, teams can build and modify workflows themselves. That means less reliance on IT, faster go-to-market, and lower operational costs.
Speed is another huge advantage. No-code platforms give insurers the agility to adapt quickly, no matter if it’s updating underwriting rules, adding new coverage types, or responding to new regulations.
You’re not waiting weeks for code changes. You can make updates instantly and stay ahead of market shifts.
Customer experience also improves dramatically. No-code tools let you design digital-first experiences that are faster, simpler, and more personal.
When customers can file claims or manage policies online without delay, satisfaction scores go up and loyalty follows.
There’s also a cultural benefit: democratization. No-code empowers business users to innovate.
Anyone with an idea can build a workflow, app, or automation – no technical background needed. This opens the door to creativity and faster internal problem-solving.
And the results speak for themselves:
Forrester found that no-code and low-code tools can deliver up to 509% ROI over three years.
McKinsey reports that insurers using automation see double-digit productivity boosts.
And platforms like Strada take ROI even further. Strada enables insurers to automate phone interactions with AI, achieving 85%+ call answer rates, 24/7 availability, and zero hold times.
Its smart scheduling system increases connection rates, while automated data capture eliminates manual entry. The result? Faster, smarter customer interactions and immediate returns, without the engineering burden.
Add Workflows into the mix, and that ROI compounds fast. It removes the hidden time drains: manual CRM updates, missed follow-ups, or rekeyed data. Teams close loops instantly, and leadership gets a clear, real-time picture of performance without extra effort.
To put it all together, no-code insurance solutions don’t just cut costs – they boost agility, productivity, and customer happiness. It’s technology that pays for itself, quickly.
But despite the many advantages, there are also challenges you might face when working with these platforms. Let’s take a look at what they are and how to overcome them.
What are the common challenges and how to overcome them?
Adopting insurance no-code platforms is one of the smartest moves insurers can make, but it’s not without challenges. Like any major change, success depends on people, processes, and the right technology choices.
Let’s look at the common hurdles and how to overcome them.
The first challenge is cultural resistance. Many teams are used to traditional development cycles and may hesitate to trust no-code tools.
The best solution is education. Train and empower “citizen developers” – business users who can build workflows without coding.
Here’s how to make it work in practice:
Start small → Pick one simple workflow to automate first.
Create quick wins → Show visible results early to build confidence.
Set clear guardrails → Define what users can (and shouldn’t) change.
Offer short, focused training → Use bite-sized sessions, not long courses.
Pair business users with IT mentors → Keep projects aligned and secure.
Celebrate and share results → Turn success stories into motivation for others.
Another obstacle is platform selection. Not all solutions fit complex insurance needs. Some have limited templates or struggle with integrations.
Here’s a simple framework to help you evaluate options clearly.
Before you commit, test how the platform handles your core systems, workflows, and data models.
Vendors like Strada address this by offering a fully flexible platform that supports complex products and integrates smoothly with legacy systems.
Its Workflows feature also helps reduce operational complexity. Instead of adding new tools, it extends what you already use (connecting Salesforce, AMS, and billing systems), so automations happen in the background while your teams keep working the way they’re used to.
Then comes governance and security. With more people building solutions, you’ll need clear policies to maintain quality and compliance. Set up a governance framework that defines roles, permissions, and security standards. This keeps innovation fast but controlled.
Balancing no-code simplicity with complex insurance requirements is another key consideration. Low-code/no-code technology insurance platforms can simplify routine processes while still offering customization for advanced needs.
Look for systems that combine drag-and-drop simplicity with optional coding or configuration for complex workflows.
Also, vendor support makes a big difference. The right partner ensures long-term reliability and scalability.
Strada sets a strong example here. Its platform is SOC 2 Type 2 compliant, ensuring enterprise-grade security. It offers data isolation, strict privacy controls, regular penetration testing, and a dedicated forward-deployed support team.
This guarantees reliable, secure performance and strong governance in AI-driven automation – a must for modern insurers using low-code/no-code automation insurance solutions.
Now you have enough information about no-code platforms to make an informed decision about using them. It’s the perfect time to take action. But first, let’s do a quick recap.
Conclusion
The rise of no-code insurance is reshaping the industry. Insurers everywhere are realizing that they don’t need to rely solely on developers to innovate.
With intuitive, visual tools, teams can build, automate, and launch faster than ever before, turning ideas into real products in a fraction of the time.
The impact goes beyond convenience. Low-code/no-code automation insurance platforms deliver real business and technical benefits:
Speed → launch new products and update workflows in days, not months.
Cost efficiency → cut IT expenses and reduce reliance on external vendors.
Agility → adapt instantly to market changes or customer feedback.
Innovation → empower teams across departments to test and improve processes.
Success, however, depends on a smart approach. Train your teams, put governance in place, and choose flexible, secure platforms that fit your business model.
Strategic adoption ensures you get the best of both worlds – freedom to build fast and confidence that your systems stay safe and compliant.
If you’re ready to see how no-code can actually work inside your insurance business, tools like Strada make it easy to start small and scale fast. You don’t need to rebuild everything – just automate one process, test it, and watch the results stack up.
The best part? You’ll see progress from day one. Fewer manual steps, faster responses, happier customers.
That’s how modern insurance grows, one smart workflow at a time.
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© 2025 Strada API, Inc.
Phone AI agents for insurance distribution
© 2025 Strada API, Inc.