Axero Solutions

Intranet for Insurance

Intranet software for insurance companies and agencies

Give agents, adjusters, and underwriters one secure place for policies, claims, and the documents they work from every day — with the version control, permissions, and audit trail a regulated business needs.

Laptop and phone showing Axero intranet with news feed, team profiles, and collaboration tools.

Trusted by leading insurance companies

FMHHylantCenCal HealthLowers Risk GroupCharterWorld InsuranceCrédit Agricole

One platform

Replace the sprawl of separate tools

At most insurance companies, one task means jumping between a handful of disconnected tools: a document system here, a chat tool there, a shared drive for procedures, a directory in HR software, and case tracking in something else entirely. Every seam between them is a place where a policyholder document goes stale or an update never reaches the field.

Axero brings documents, communication, the staff directory, training, and case tracking onto one intranet platform, with a single set of permissions across all of it. Fewer logins for your people, fewer integrations for IT to maintain, and one place where the current answer actually lives.

An Axero intranet homepage bringing documents, news, directory, and cases together in one place.

What insurance teams run on Axero every day

Keep every policy and compliance document current, permissioned, and audit-ready.

Policies, endorsements, and compliance documents change constantly, and an outdated copy still in circulation is real liability. Axero holds one authoritative version of each document, with version history, check-in/check-out, and permissions down to the individual file — so claims sees claims content, underwriting sees underwriting, and nobody works from last quarter's rate sheet. When a document changes, you can require the people it affects to acknowledge it and keep a record of who did.
Axero article version history showing published status, authors, approvers, and rollback for a policy document.

Track claims and cases all the way to resolution.

Your policyholders are waiting anxiously for updates on open claims. With the Cases feature in Axero, your team keeps customers informed and reassured that things are moving. Sort and filter cases by status so you always know the top priority, and managers can assign cases so a claim or customer inquiry never gets lost.

Axero cases interface showing insurance claim tracking, status, and assignment.

Give agents and adjusters one place to find the answer.

Your team holds a wealth of knowledge about coverage, carriers, and procedures — but you can't tap all their brains at once. Axero collects that expertise into a searchable knowledge base anyone can reference in an instant, so your people help customers faster and with more confidence instead of hunting through email.

Axero document library with policy files, procedures, and request forms agents can search in one place.

Onboard new agents and keep everyone current on compliance.

Insurance runs on constant onboarding — new agents and adjusters, compliance retraining, license renewals, product rollouts. Axero's built-in LMS delivers training content, onboarding checklists, and required courses right inside the intranet and tracks who completed what. Pair it with required-reading acknowledgements and you can show a compliance officer exactly who has been trained, and when.

Axero LMS dashboard showing onboarding courses and completion tracking for insurance staff.

Build a homepage your team checks first thing every morning.

No matter what you're insuring — vehicles, homes, businesses, life, health, or disability — your team has a lot to keep up with. Keep company news, rate changes, and industry updates at the forefront with a customizable intranet homepage your people actually want to open at the start of the day.

Customizable Axero intranet homepage with company news, quick links, and announcements.

Mobile

Give adjusters and agents the intranet in their pocket

Insurance work happens in the field — at a loss site, a client's office, or between appointments. Native iOS and Android apps put policy details, claims status, the staff directory, and company announcements a tap away, so nobody waits until they're back at a desk to find an answer.

  • Look up coverage, forms, and procedures on site
  • Check and update claim status from the field
  • Get push notifications for rate changes and urgent updates
  • Reach any colleague through the staff directory without the office
Explore the mobile app
Axero mobile apps on three phones showing a profile, company announcements, and a photos space.

What insurance customers say about Axero

“Working with the Axero team has been a wonderful experience. I started out new to Axero software, but thanks to the helpful Axero Library and the ability to reach out to my Axero rep with questions, learning and training others has been really smooth and stress-free.”
Allison H.
Allison H.
Hylant Group
“Axero has been a true partner in procuring and implementing a new intranet service for our organization. They provide rapid support with very knowledge and helpful team members.”
Jesus R.
Jesus R.
Internal Communications Manager, University of Wisconsin–Madison
“Axero has been a great platform to learn and use. It is user-friendly and easy to navigate. The support team has also been great and extremely helpful.”
Jamie E.
Jamie E.
Millennium

Why insurance companies choose Axero

Why top insurance companies and agencies choose Axero

Single source of truth

Keep policies, forms, procedures, and product details in one authoritative place — so agents and adjusters act on current information, not a copy someone saved months ago.

Consistent service across the org

When agents, adjusters, and CSRs all work from the same current policies and procedures, policyholders get the same accurate answer no matter who picks up — no contradictions between offices, shifts, or lines of business.

Remove information barriers

Share updates directly through Axero, past the barriers of email and location. Get rate changes and procedure updates to the agents and adjusters who need them.

Search and find

Pull everything on any topic quickly from Axero's centralized knowledge base — coverage details, carrier guidelines, claims procedures — without long searches through email.

A built-in extranet for partners

Create permissioned Spaces where agency networks, brokers, and MGAs collaborate on the documents meant for them, while internal content stays internal.

Field-ready on mobile

Adjusters and agents are often out of the office. Native iOS and Android apps let them check policy details, claims status, and announcements from the field.

Recognition and culture

Give a distributed workforce a place to connect. Recognition, employee spotlights, and shared wins keep remote and field-based staff engaged, not isolated.

Proof for compliance

Flag a rate change or revised procedure as required reading and Axero records who acknowledged it and when — turning "we emailed everyone" into a report you can hand to compliance.

See an insurance intranet in action

Watch a short walkthrough of how agents, adjusters, and underwriters work day to day in Axero.

Works with the systems your agents already use

An insurance intranet has to sit alongside the tools already in place. Axero connects to Microsoft 365, SharePoint Online, OneDrive, and Outlook on the Microsoft side, and Google Workspace, Google Drive, and Google Calendar on the other. Teams, Slack, and Zoom cover day-to-day communication; Dropbox and Box cover files. Single sign-on runs through Active Directory, Azure AD, ADFS/SAML, Okta, OneLogin, and social logins, and two-factor authentication supports Microsoft Authenticator, Google Authenticator, and Duo — so agents sign in with the credentials they already have.

Where a native connector doesn't exist, the REST APIs and webhooks cover it — useful for the policy admin or claims system that no intranet ships an integration for.

  • Microsoft 365
  • Google Workspace
  • SharePoint
  • Microsoft Teams
  • Slack
  • Zoom
  • Dropbox
  • Okta

See all integrations

Security & deployment

Security and governance for policyholder and claims data

Insurance is regulated and compliance-heavy. Axero is built to protect policyholder records, claims files, and financials — whether we host you or you host yourself.

Security & governance

Each customer gets an independent, single-tenant database — separate from every other customer's data — with AES-256 FIPS 140-2 encryption at rest, SSL/TLS in transit, intrusion detection monitoring, daily backups, and disaster recovery. Axero is SSAE 16 (SOC 1, SOC 2 Type II) compliant. Role- and Space-level permissions restrict claims and policyholder information down to the individual document, and required-reading acknowledgements give you an audit trail of who saw which revision. SSO and two-factor authentication are supported.

Cloud or self-hosted

On our managed cloud, your organization gets its own single-tenant installation and we handle hosting, updates, patching, and daily backups. When a data-residency rule, a regulator, or an existing data-center investment requires it, self-hosting puts the same software on infrastructure you control. It's the same platform either way, so the decision never limits what you can build, and moving between models later is a migration rather than a replacement.

Insurance intranet FAQs

Can we keep claims files and policyholder documents restricted?
Yes. Permissions are role- and Space-level and go down to the individual document, so claims can publish to claims without underwriting or the marketing team seeing the contents. Each Axero customer also gets an independent, single-tenant database rather than sharing an instance, with AES-256 encryption and SOC 2 Type II compliance behind it.
Can independent agents or brokers get access without seeing internal content?
Yes. Permissioned Spaces work as an extranet for partners, so an agency network, broker channel, or MGA can have a shared area with the documents and updates meant for them while internal content stays internal. Access is granted per Space rather than per platform, so nobody gets more than the area they need.
Can we prove that adjusters and agents read a product or compliance update?
Yes. Flag content as required reading and Axero records who acknowledged it and when, per user, with version history showing which revision they saw. That turns a rate change or a revised claims procedure from "we emailed everyone" into a report you can hand to compliance.
How does Axero help with adjuster and agent onboarding?
New adjusters and agents need the same things every time: product details, claims procedures, systems access, and who to ask. Role-based onboarding Spaces hold the checklist, the documents that need acknowledging, and the staff directory in one place, and the built-in learning management system delivers required training and tracks completion — so onboarding doesn't depend on which colleague a new hire happens to sit near.
Can Axero handle multiple lines of business in one platform?
Yes. Each line, region, or carrier relationship can have its own Space with its own members and permissions, while company-wide communication still reaches the whole organization. Fine-grained roles mean a specialist working across two lines sees both without either being opened up to everyone.
Can we roll Axero out in phases across offices or agencies?
Yes. A common rollout starts with one line of business, region, or office, proves the model, then expands — each group getting its own Spaces and homepage as it comes on. Launch Packages pair your team with ours to plan the phasing and the migration so the rollout doesn't stall when nobody owns it internally.
Can we migrate our existing policy and procedure library into Axero?
Yes. Documents and content can be moved into Axero and organized into a searchable library with the right permissions from day one. For larger transfers, our Enhanced Support team handles data migrations that preserve historical content and maintain continuity as you switch platforms.

Industry Recognized Intranet Software

G2 High Performer Winter 2026 badge
G2 Momentum Leader Spring 2026 badge
G2 High Performer Summer 2026 — Employee Intranet badge
G2 High Performer Enterprise Summer 2026 — Employee Communications badge
G2 Highest User Adoption Enterprise Summer 2026 — Employee Communications badge

See how Axero brings your insurance team together.