Initial Product Configuration

Professional Services for your Initial Implementation

CHALLENGE

Insurance administrators often face challenges in launching new products due to complex configuration processes, unclear requirements, and the risk of costly errors, all of which can delay time-to-market and increase operational costs. Without expert guidance, managing these complexities can result in missteps that impact the product’s success.

SOLUTION

Having Solartis handle the initial insurance product setup ensures accurate configuration, reduces risk, and provides a strong foundation, allowing your product to launch smoothly and your team to be fully prepared for ongoing management.

Refined Requirements Gathering

A successful implementation begins with clear and precise requirements. Our well-honed process ensures efficient alignment and sets the right expectations from the start.

Expertise and Precision

Our expert team applies their extensive knowledge to configure your product accurately, meeting all specific requirements and nuances.

Faster Time-to-Market

Our streamlined process accelerates your product's launch, allowing you to start reaping the benefits of our platform right away.

Reduced Risk

We expertly handle the complexities of the initial setup, minimizing the chances of errors that could impact your product's performance. Our thorough approach ensures a strong and reliable foundation for your product.

Comprehensive Training

Throughout the implementation process, we provide detailed training, equipping your team with the skills to manage and update the product as it changes over time.

Shadowing Option

Customers have the option to shadow the Solartis team during the configuration process. This hands-on experience allows you to monitor progress, ensure accuracy, and gain firsthand experience with the Builder tool.

By choosing Solartis for your initial product configuration, you receive not only a precisely set up insurance product but also valuable knowledge and skills to effectively manage and evolve your product using Solartis Builder. This hands-on experience ensures your team is fully prepared to take over once the initial setup is complete.

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Implementation and Support | Frequently Asked Questions

Describe your implementation methodology.

Our implementation methodology is based on Agile principles to ensure flexibility, collaboration, and transparency. Key steps include:

Kick-Off & Requirements – Team introductions, project goals, and structured requirements workshops documented in SharePoint or Jira.
Agile Sprints – 2–4 week sprints with demos at the end of each cycle for feedback and alignment.
Builder Configuration – Initial sprints focus on setting up products in Solartis Builder. Customers are encouraged to shadow configuration activities for hands-on learning and knowledge transfer, preparing them to take over maintenance post go-live.
Governance – Daily scrums, milestone reviews, and steering committee oversight.
Testing – Rigorous QA and UAT supported by tools like Selenium and JMeter to ensure quality and performance.

This iterative approach accelerates delivery, transfers knowledge to customer teams, and ensures the solution meets business requirements.

Do you have a dedicated implementation team or do you leverage a System Integrator (SI)?

We have a dedicated in-house implementation team that ensures seamless configuration and integration of the Solartis platform. While Solartis manages most implementations directly, we are also open to collaborating with your preferred SI partner to align with your delivery strategy.

What is the typical implementation timeline?

A typical Solartis implementation—once requirements are received—for a single line of business with moderate complexity takes approximately 4 to 6 months. Timelines may vary depending on product complexity, number of states, required integrations, and customer resource availability.

For larger or multi-phase projects, Solartis supports a modular implementation approach that enables incremental deployments. Throughout the process, a dedicated Solartis team manages delivery with detailed project plans, milestone tracking, and regular reviews to ensure transparency.

What is Solartis’s discovery and requirements gathering process?

Solartis conducts a comprehensive discovery phase to capture all business and technical requirements for a successful implementation. We work with your teams to define product rules, rating requirements, underwriting workflows, user interface needs, document generation, and integration points.

To streamline this process, we provide pre-built requirements gathering templates. For ISO Commercial lines, these templates are pre-populated with ISO base content, allowing you to quickly decide which states, coverages, sublines, classes, and forms to adopt. Carrier-specific exceptions and customizations—sourced from state filings or from your actuarial and underwriting teams—are added directly into the templates.

The output is a detailed Customer Specification Document, which becomes the blueprint for configuration, testing, and go-live in the Solartis Builder toolkit, ensuring alignment, traceability, and a smooth transition from requirements to implementation.

What resources are needed on the customer’s side for the initial implementation?

Customers typically provide an Executive Sponsor or Project Manager to oversee the project, sign off on requirements, and manage priorities. Business SMEs or Analysts define requirements, review deliverables, and support user acceptance testing. A technology team may also be involved in providing system access, connectivity, and integration support. Together, these roles ensure Solartis has the business insight and technical access needed for a successful implementation.

What resources are needed on the Solartis side for the initial implementation?

Solartis provides a dedicated team that typically includes an Account Manager, Program/Product Manager, Business Analysts, Configuration and Quality Assurance specialists, and DevOps/Infrastructure support. The exact size and mix of roles will depend on the complexity of your insurance product line(s) and project scope.

How will our account be managed on an ongoing basis?

Your annual license includes a dedicated Account Manager as your single point of contact, plus ongoing software maintenance (bug fixes, updates, and new features) and post-production support. Insurance products can be maintained directly in the Solartis Builder Toolkit by your team, or Solartis can manage maintenance on your behalf at professional service rates.

What is the schedule for system upgrades and enhancements?

Core platform components are typically updated quarterly or semi-annually, giving customers the option to adopt updates when ready. Major platform releases are introduced every 18–24 months and include new features, performance improvements, and technology advancements.

View the full Solartis Insure FAQ

Solartis Insure