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Overview

Acturis helps brokers and insurers streamline policy administration, billing, and claims processing. While its interface could be more intuitive and user-friendly, its integrated underwriting, reporting, and compliance features make it a dependable choice for managing complex insurance and operational workflows efficiently.

Overall Rating

Based on 1 users reviews

5

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

Acturis Specifications

  • Financial Reporting
  • Invoice Management
  • Billing and Invoicing
  • Accounts Payable
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What Is Acturis?

Acturis is a cloud-based Software as a Service (SaaS) platform that centralizes the insurance lifecycle for mid-sized and large firms. The system features integrated accounting and automated underwriting, helping users address data fragmentation and manual entry pain points. By providing real-time policy information and client money calculations, the software enables businesses to scale operations efficiently while maintaining strict regulatory compliance across multiple international markets.

What Is Acturis Best For?

Acturis is best known for its e-trade distribution system that connects brokers, insurers, and managing general agents within a unified insurance marketplace. Designed for commercial and personal lines brokers, insurers, and MGAs handling complex insurance operations, the platform is commonly used to support high-volume insurance trading between connected market participants, enabling faster quote exchange and more efficient digital distribution of insurance products across networks.

Acturis Integrations

The software supports integration with multiple systems and platforms, such as:

How Much Does Acturis Cost?

The pricing of Acturis falls between $2,000 and $25,000+/month, according to industry benchmarks for enterprise insurance management platforms. This range is intended for general budgeting purposes, as actual costs can vary based on business size, number of users, selected modules, and specific implementation requirements.

In addition to the base subscription costs, organizations should account for the following expenses:

  • Implementation: Typically estimated to range from $15,000–$80,000 for complex, multi-module insurance rollouts requiring project management and system configuration
  • Data Migration: Generally ranges from $10,000–$50,000, depending on the volume and complexity of legacy policy, client, and claims data
  • Training And Onboarding: Usually estimated between $5,000–$20,000 for role-based training across brokers, underwriters, and administrative users
  • Integrations (API And Third-Party): Often estimated from $5,000–$30,000, depending on connectivity with rating engines, payment providers, and external data tools
  • Customization And Configuration: Typically ranges from $10,000–$40,000 for product setup, document templates, and tailored digital workflows
  • Ongoing Premium Support: Generally estimated at $2,000–$8,000 per year for enhanced support services and dedicated account management
For accurate pricing based on your organization’s needs, it’s recommended to request a custom Acturis price estimate.

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

How Does Acturis Work?

Log in to your Acturis account to access a centralized insurance management platform and follow the given steps to benefit from its features:

  • Set up your profile by configuring your business details, user roles, and permissions to align the system with your organization's structure
  • Build and manage insurance products by creating schemes and policy templates that can be distributed across multiple channels from a single instance
  • Access the e-trading panel to retrieve quotes from connected insurers for both commercial and personal lines, reducing manual back-and-forth
  • Manage the full policy lifecycle by processing new business, mid-term adjustments, renewals, and cancellations within a single integrated workflow
  • Handle claims by linking them directly to the relevant policy, capturing claim data, and tracking progress through to resolution
  • Automate routine tasks such as document delivery, client communications, and renewal reminders to reduce manual admin workload
  • Monitor client relationships by tracking interactions, identifying renewal opportunities, and managing prospect pipelines through the built-in CRM tools
  • Generate reports and dashboards to review business performance, compliance activity, and operational metrics across your teams
You can also schedule a free Acturis demo to explore its full functionalities.

Who Is Acturis For?

Acturis is designed to support a range of insurance functions and organizations, including:

  • Commercial lines broking
  • Personal lines broking
  • Insurers
  • Managing General Agents (MGAs)

Acturis Use Cases

Based on our analysis of Acturis's current capabilities, we have identified key scenarios where this software is a good fit for organizations operating in the general insurance market:

Independent Brokers Transitioning From Legacy Systems

Broking firms that have historically relied on disconnected or outdated systems often face challenges managing policy data, client communications, and insurer relationships across multiple tools. Acturis may be suitable for these organizations as it consolidates core broking functions from client records to policy administration into a single platform. This use case is particularly relevant for small to mid-sized brokers looking to standardize their operations and reduce the manual effort involved in day-to-day administration.

Commercial Lines Brokers Managing Complex, High-Volume Renewals

Brokers handling large commercial portfolios often deal with significant administrative pressure around renewal seasons, where managing multiple policies, insurer negotiations, and client communications simultaneously can strain team capacity. Acturis supports workflows that help teams track renewal pipelines, generate client documentation, and access insurer pricing through e-trading, reducing the reliance on manual processes. Organizations managing high volumes of commercial renewals may find this particularly useful for maintaining operational consistency under pressure.

MGAs Building And Distributing Niche Insurance Products

Managing General Agents that design and distribute specialist insurance products often require a flexible environment to build, configure, and push those products across multiple distribution channels without maintaining separate systems for each. Acturis can help MGAs manage product builds, apply underwriting rules, and distribute schemes to brokers within the same platform. This use case is well suited to MGAs that need both underwriting control and broad distribution reach from a centralized setup.

Insurers Looking To Expand Digital Distribution

Insurance carriers seeking to extend their reach through broker networks and digital channels may find Acturis relevant as a way to connect their products directly to brokers already operating on the platform. Rather than building standalone distribution infrastructure, insurers can integrate into an existing e-trading ecosystem where brokers are actively quoting. This is often applicable to insurers entering new product lines or seeking to scale distribution without significant additional overhead.

Growing Broking Firms Scaling Across Multiple Teams Or Locations

Broking businesses in a growth phase, whether through organic expansion or acquisition, often encounter challenges maintaining consistent processes, compliance standards, and reporting visibility across teams. Acturis supports workflows that can be configured to reflect different business units while maintaining centralized oversight of accounting, compliance, and performance data. Firms scaling their operations may find the platform useful for preserving operational consistency without needing to re-platform as headcount and complexity increases.

Is Acturis Right For You?

If you are an insurance professional or organization looking to streamline operations through technology, Acturis can be a strong fit for your business. It supports major insurers such as Zurich and Allianz by improving efficiency across core insurance workflows, including policy, underwriting, and claims management. Recognized for industry excellence, it has been shortlisted for the Best Performing Company in Financial Services award and received the Queen’s Award for Enterprise. With ISO 27001 certification, Acturis also ensures secure, scalable, and compliant operations for complex global insurance markets.

Still unsure about Acturis? Contact us at (661) 384-7070 for further guidance.

Acturis Features

Customer Relationship Management

Acturis enables users to manage client relationships across the entire lifecycle, from prospecting to post-sale engagement. It provides tools to track interactions, monitor performance, and identify sales opportunities, while mobile access ensures that users can maintain and update client records anytime, supporting consistent engagement across teams.

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Accounting

The software includes accounting capabilities that allow users to manage financial operations such as debts, payments, and bank accounts. It supports tracking profit and loss, budgets, and balance sheets, ensuring accurate financial records while maintaining visibility into cash flow and supporting essential financial processes within insurance operations.

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Artificial Intelligence

Acturis incorporates artificial intelligence to support key insurance functions such as underwriting and customer engagement. It helps automate processes, enhance decision-making, and identify upselling opportunities, enabling users to leverage data-driven insights while continuously adapting to evolving business needs and improving operational efficiency across workflows.

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Claims Management

The platform provides claims management functionality that connects claims directly to policies for better traceability. It allows flexible data capture based on claim type, delegated authority, or contact, ensuring accurate recordkeeping while enabling users to manage claims efficiently across different scenarios within insurance operations.

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Business Intelligence

Acturis offers business intelligence tools that deliver configurable reports and dashboards for detailed analysis. It enables users to access real-time insights across various business areas, supporting data-driven decision-making while ensuring that performance metrics and operational data are presented in a structured and easily interpretable format.

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Pros And Cons of Acturis

Pros

  • Integrated accounting supports financial control and reporting

  • Automated underwriting improves speed and risk assessment

  • Strong e-trade distribution across insurer networks

Cons

  • Requires structured implementation and setup process

  • Feature-rich system may require training for full utilization

Acturis Reviews

Total 1 reviews

5

All reviews are from verified customers

Rating Distribution

5

Stars

100%

4

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0%

3

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0%

2

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1

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Share your experience

NK

Navdeep K.

Insurance, N/A employees

5.0
February 2023

user-friendly and efficient

Pros

Getting around this software has been very simple. It's user-friendly, simple to understand and I especially appreciate the tasks the system creates automatically.

Cons

I began using it in June last year and up to this point I really haven't run into any downsides. It has been a very simple system to work with.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

Does Acturis offer an API?

Yes, Acturis offers an API.

Who are the typical users of Acturis?

Acturis features are used by commercial and personal lines brokers, insurers, and managing general agents (MGAs) across the insurance industry to manage policy administration, underwriting, claims, and distribution workflows.

What language does Acturis support?

Acturis software is primarily available in English and offers multi-language support.

What other apps does Acturis integrate with?

Acturis supports integration with multiple systems and platforms, including Earnix, Cytora, Radar Live, LivePerson, RPost, and Blink.

What types of pricing plans does Acturis offer?

Acturis pricing typically ranges from $2,000 to $25,000+/month, depending on business size, users, modules, and implementation needs. Get a detailed Acturis cost breakdown to make an informed decision.

Does Acturis have a mobile app?

Yes, Acturis offers a dedicated mobile app for both iOS and Android.

What level of support does Acturis offer?

Acturis offers support via phone, email, a dedicated help desk, and an online contact form.