Data security and system integrations
Each organization data is isolated and role-based, with Email and SePay payment integrations built in.
The Security & Integrations module keeps each organization data isolated and role-based, so members only see information relevant to their work. The system already integrates Email and the SePay payment gateway; SMS and Zalo ZNS channels are on the roadmap.
- Per-organization isolation
- Role-based access
- Built-in integrations
Deployment metrics
Active agencies and organizations managing on the platform
Source: Sigma core-insurance system dashboard ·
Reduction in policy lookup and processing time
Source: Performance survey across pilot insurance agencies ·
Automated policy status sync and renewal notifications
Source and as-of date are listed per metric.
Why this module matters
Each organization data is isolated and role-based, with Email and SePay payment integrations built in.
What agencies say about InsurDigi
Real feedback from insurance professionals and agency partners using our digital platform for day-to-day operations.
Average rating: 5 out of 5 · 5 reviews
“Since using automated contract management, our team tracks renewals more clearly. Operations are leaner and we rarely miss policy deadlines.”
“RBAC and approval workflows are tight. Integrated payments automate reconciliation and improve the client experience.”
“Telegram reports and alerts let executives track advisor performance in real time without opening the dashboard constantly.”
“The payment popup UI is intuitive. Premium completion rates rose and manual reconciliation errors dropped.”
“Docker infrastructure runs smoothly. Workflows are separated by department from HR to policy issuance, fitting our multi-tenant SaaS model.”
Highlights
Per-organization isolation
Each agency has separate data, never mixed between organizations.
Role-based access
Reduces data-leak risk when staff leave through access control.
Built-in integrations
Transactional Email and the SePay payment gateway are integrated directly.
Key capabilities
- Per-organization data isolation (multi-tenant).
- Role-based access control across the team.
- Transactional Email integration (renewal reminders, notifications).
- SePay payment gateway integration for fee collection and reconciliation.
- SMS and Zalo ZNS: on the development roadmap.
Compared to manual file sharing
The table below contrasts file-based security with the Security & Integrations module.
| Criterion | Excel / separate files | InsurDigi |
|---|---|---|
| Agency data isolation | Local files, risk of sending the wrong customer file | Multi-tenant, each organization has its own space |
| Staff permissions | File passwords or sharing whole workbooks | Individual logins with role-based permissions |
| Notifications & payments | Manual email and bank transfers | Email and SePay integrations built into the platform |
| Export control | Hard to limit who can download files | Exports governed by account permissions |
Module glossary
- Multi-tenant
- Each organization has isolated data on the same platform; members never mix records across agencies.
- Data permissions
- Controls who can view, edit, or export data by role within the organization.
- Email & SePay integrations
- Email notifications and SePay payments are live; SMS/Zalo ZNS are on the product roadmap.
Related across InsurDigi:
See the Solution for brokerages and agency organizations solution if you are choosing a rollout path by team size. Solution for brokerages and agency organizations.
Compare plan limits and pricing before you pick a plan that fits your team size.
Full product workflow — from customers to reporting across the platform.
Day-to-day operations in detail
Per-organization data isolation matters when agencies grow headcount: each tenant only sees its own customers and policies, never mixed with another agency on the platform.
Role-based access lets you revoke permissions when staff leave. Customer data stays with the organization instead of personal files on individual machines.
Email and SePay integrations are live for renewals and fee collection. SMS and Zalo ZNS channels are on the roadmap after current channels stabilize.
Questions about Security & Integrations
Common questions before rolling out this module.
- Is my customer data mixed with other agencies?
- No. Each organization has separate data under a multi-tenant model with role-based access; data is not mixed between agencies.
- Has InsurDigi integrated Zalo ZNS yet?
- Currently the system integrates Email and the SePay payment gateway. SMS and Zalo ZNS channels are on the development roadmap.
- Who manages role-based access?
- Organization admins configure roles and permissions; when staff leave, access is revoked while data stays with the agency.
- How is data stored?
- Each organization data is isolated on cloud infrastructure; access is over HTTPS with role-based controls.
- How does SePay payment integration work?
- The system integrates the SePay gateway to collect fees and reconcile transactions, reducing manual payment recording for operations teams.
- How are renewal reminder emails configured?
- You set reminder milestones (for example 30, 15, 7 days before expiry). The system sends transactional email on that schedule per policy.
Frequently asked questions
See InsurDigi run for your team
Tell us your needs and we will advise how to roll it out for your size and workflow.
Tell us what you need and we will guide you from there
Share your team size or your current bottleneck. We will respond with practical direction instead of a generic pitch.