InterWeave Insurance Cloud – The SmartIntegration Platform for CRM, Built for Insurance and Financial Services
Powering Insurance Firms with Flexible Financing, CRM Automation, and Financial Precision.
In the insurance and financial services sector, speed, accuracy, and compliance are critical. That’s why InterWeave’s Insurance Cloud is built to empower insurance providers, MGAs, brokers, and financial consultants with a fully integrated CRM and financial ecosystem. Working alongside trusted partners like Click Capital, InterWeave delivers real-time automation between CRM platforms like Salesforce or Creatio, and financial applications like QuickBooks, Sage, or Microsoft Dynamics 365 Business Central—creating an end-to-end solution tailored for insurance.
What Is the Insurance Cloud?
InterWeave’s Insurance Cloud is a pre-configured solution stack designed for insurance companies that need:
- Complete CRM integration with financial systems
- Real-time payment and invoice management
- Financing tools like premium funding from Click Capital
- Automated document and policy syncing
- Full visibility into client, policy, and financial data
Core Integration Features
- CRM + Accounting Synchronization: Bi-directional syncing of customer, policyholder, and transaction data between Salesforce or Creatio and your accounting solution
- Premium Financing with Click Capital: Trigger and track funding solutions right from your CRM—ideal for brokers and firms offering flexible payment terms
- Automated Invoicing & Payments: Streamline premium billing, receivables, and payment status updates
- Secure Client Onboarding: KYC/AML-ready workflows that support rapid customer data intake and third-party validation
- Renewal & Policy Automation: Automatically update CRM and accounting when a policy is renewed, adjusted, or canceled
Who Benefits from Insurance Cloud?
- Insurance Agencies & Brokers
- MGAs (Managing General Agents)
- Wealth & Financial Advisors
- Commercial Insurance Underwriters
- Property & Casualty Firms
Why InterWeave for Insurance?
- Configurable, Not Coded: Customize workflows, field mapping, sync logic, and schedules—without writing a line of code
- Partner-Ready: Integrates seamlessly with Click Capital and other financing partners
- Compliance-Friendly: Automate audit trails, enforce validation rules, and secure sensitive data
- Scalable for Growth: Start with one office or integrate across your national operations
Supported Platforms
- CRM: Salesforce, Creatio
- Financials: QuickBooks Online/Desktop, Sage Intacct, Sage 100, Sage X3, MS Dynamics 365 BC
- Payments: Authorize.Net, Stripe, Payment Cloud, NMI, and over 48 processors
Discover how InterWeave’s Insurance Cloud can modernize your operations, streamline premium financing, and automate financial visibility. Connect your CRM, financial system, and funding partner in one platform—seamlessly.