Digital Captive Insurance Process Management

Control costs more efficiently with the Pulpstream platform, from risk assessment to settlement. Digitize the business process into a work stream. Automate tedious tasks. Adapt when the workflow, policy, or personnel changes. Deliver operational resilience for the enterprise in record time. Coding is optional.


Strengthen digital culture at all the offices



Our most popular work streams are:

  • Risk assessments

  • Field activity reports

  • Vendor invoicing  

  • Contract management

  • Policy Management

Produce results with digital work streams on any device in any time zone.


add functionality

• Client onboarding
• Role-based user access
• Automated claims review scheduling
• Quarterly and annual reports
• Portals with custom features

Create new efficiencies

Automatic report generation
Create any type of report on a schedule. Reclaim that time.

Broker, member, and vendor management
Collaborate with external vendors, consultants, and risk managers through Pulpstream. Issue new policies. Adjust annual allocations. Delete redundancies to unlock efficiencies.

Consultant field work
Create and file risk assessments, activity, and expense reports from any device, anywhere.

Custom process logic
Pulpstream empowers business leaders to reshape the flow of the work stream without writing code. Ask us about our visual work stream designer.

Securely access data anytime, anywhere, with any device
Create a searchable database of incidents, assessments, policies, and litigation record in the cloud.

Role-aware dashboards
Reduce distractions. Present information to stakeholders based on their role. Guide them through the activity sequence that supports the risk mitigation strategy.


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Pulpstream also streamlines:

• Branded certificate generation
• Correspondence delivery and automation
• Policy management
• Underwriting management

• Initial review processes and determinations
• Change management for additional insureds
• Premium and State Tax calculations based on rate tables

• Automated expense approvals  
• Payments tracking
• Detailed loss run reports
• Custom claims portals and analytics


Bespoke solutions for the enterprise

Dissolve Data Silos   The Pulpstream API is available to integrate with legacy information systems. Keep what’s working. Retire what’s obsolete. Delete costs.

Dissolve Data Silos
The Pulpstream API is available to integrate with legacy information systems. Keep what’s working. Retire what’s obsolete. Delete costs.

Issue Policies Faster  Merge assessments, certificates, and milestones into a digital work stream. Use enterprise-level data to deliver the right policies.

Issue Policies Faster
Merge assessments, certificates, and milestones into a digital work stream. Use enterprise-level data to deliver the right policies.

Deliver New Efficiencies   Collaborate to drive results across time zones. Update digital work streams when policies, workforces, or technologies change.

Deliver New Efficiencies
Collaborate to drive results across time zones. Update digital work streams when policies, workforces, or technologies change.


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Pour a digital foundation—in weeks not months

The Pulpstream platform integrates with any system. Every process is 100% customizable. Boost productivity on any device. Pulpstream is available on iOS, Android, Microsoft Surface and web browsers (HTML5).


“We found that the independent field consultants complete one to three assessments on their desktop computers, get comfortable with the software, then transition to tablets. After they do one on the tablet, they never go back to desktop. The efficiency and ease of use saves them a lot of time.”
— Dave Netti, Senior Vice President of Risk Control, Captive Resources

Creating Efficiency Across Industries


Want efficiencies?