Solartis Implementation & Support

Accelerated Implementation with Solartis

Solartis gets you to market fast, and keeps you moving long after go-live. Whatever your lines of business, our proven, AI-accelerated process takes you from kickoff to production quickly, and our support model keeps everything running once you are there. Here is how we implement, and how we support you afterward.

Our Implementation Approach 

We implement in Agile, with your team involved at every step. Every engagement follows the same proven path, from kickoff through testing and go-live.

• Project Kick-Off: Align on goals, scope, and success metrics.

• Requirements Gathering: Define rules, rating, workflows, and integrations.

• Agile Delivery: 2 to 4 week sprints, each ending with a demo.

• Product Configuration: Configure your products early in Solartis Builder.

• Governance & Communication: Daily scrums, milestone reviews, and steering-committee meetings.

• Testing & Validation: QA and UAT built into every sprint.

Getting Requirements Right

The most important part of any implementation is getting the requirements right. We make sure both teams share the same understanding and expectations before configuration begins.

Most of your requirements come from bureau content, your state filings, and you. Our business analysts work side by side with your team to capture and document everything your Lines of Business and Programs need: the bureau content you require, your carrier-specific rates, coverages, documents and their forms, referral, underwriting and processing rules, subjectivities, and integrations. Our requirement-gathering process is proven, and it ensures every requirement is accurate and complete.

AI accelerates this by turning state filings and rating requirements documents into Builder-ready first drafts that our team reviews, and every requirement is documented and signed off before configuration begins.

Testing & Quality

Quality is built into every sprint, not bolted on at the end. Testing runs at both the microservice and full-product level, and everything is promoted through DEV → TEST → UAT → LIVE before it reaches production.

Our teams use Solartis Builder's built-in testing tools, Selenium for automated UI regression testing, JMeter for load and performance testing, Postman for validating microservice APIs, and Excel and rule validators to confirm results against expected outcomes. AI assists by generating test scenarios and validating coverage, and we are continually expanding what it does.

A Dedicated Team

Every implementation is delivered by one accountable Solartis team, working alongside yours. Together, this shared model keeps decisions fast and everyone aligned from kickoff through go-live.

Data Migration & Conversion 

Moving off a legacy system?

Solartis follows a purpose-built migration approach refined over more than 10 years. Using Solartis Explorer, we convert your legacy data into complete submissions, quotes, and policies, so you can endorse, renew, and service them exactly like everything else on the platform. We work with you on data quality and mapping, and scope the effort to what you need to migrate.

Training & Knowledge Transfer 

We take a structured, two-part approach to training and knowledge transfer, so your team is ready to run the platform.

• End-User Training (Train-the-Trainer): prepares your internal team to lead rollout, delivered as a professional service with live sessions, Q&A, and custom materials.

• Solartis Builder Training: hands-on training for ongoing product maintenance, including shadowing our configuration team, plus supporting materials and on-demand videos.

Together, this enables both business and technical users to manage your products independently on the Solartis platform.

Documentation

Solartis provides detailed documentation for both business and technical users, auto-generated through the configuration process.

• Process Flows: the end-to-end policy lifecycle (quote, bind, issue, endorse, cancel, renew) with roles, automation, integration points, rules, and notifications, shown as visual maps.

• Data Models: a dynamic, product-specific data structure maintained in Solartis Builder, viewable and exportable in Excel.

• Configuration Documentation: rating algorithms, business rules, forms, and UI flows, generated by Solartis Builder and AI-based tools, always reflecting the current configuration for versioning and audit.