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INSURANCE OPERATING PLATFORM

SACS Copilot

Policies, collections, commissions and claims on one platform.

The operating layer that connects insurers, brokers, dealerships, lenders and policyholders. Run it through screens, automations or AI agents.

API-firstNative MCPManaged cloudISO 27001 certified
SACS Copilot on a monitor
THE DASHBOARD

Your operation at a glance.

Overdue premiums, collections status, upcoming renewals and today's to-dos, with a summary written by SACS Copilot's AI.

SACS Copilot dashboard showing collections KPIs, daily to-dos and overdue aging
Actual SACS Copilot screen with test data.
WHAT CHANGES IN YOUR OPERATION

Less Excel, fewer calls, more policies up to date.

10,000+ users manage 200,000+ active policies with SACS.

Collections that never slip

Due dates flagged, automatic reminders and payments matched to the right receipt.

Renewals on time

Renewal alerts and follow-up so no policy lapses unnoticed.

Commissions reconciled

Expected vs. paid by the insurer, with every gap in plain sight.

No re-keying

Data flows from quote to policy, to receipt, to claim.

Person using the platform on a laptop
FOR YOUR ENTIRE CHAIN

Everyone sees exactly what they should, with role- and hierarchy-based access.

Your back office, producers, dealerships and corporate clients work from the same data, each from their own portal.

Back officeProducersDealershipsCompaniesPolicyholders
ONE PLATFORM · THREE WAYS TO RUN IT

Your team, your processes and your agents, on a single source of truth.

01 · INTERFACES

Screens for people

Web portals for internal operations, producers, dealerships and policyholders, with role- and hierarchy-based access.

02 · AUTOMATION

Processes that run themselves

Workflows, RPA, OCR and events that handle repetitive tasks with full traceability.

● event: receipt.overdue
● workflow: collections_reminder
● exception → back office
03 · AI AGENTS

Operations in plain language

SACS Agents, copilots and external assistants that query and run authorized processes via APIs and MCP.

Has this payment been applied?
Yes, applied to receipt 3/12 ✓
MODULES

Everything that happens in an insurance operation.

Every module exposes its capabilities via API and MCP, ready for a person, a process or an agent to use.

sacs.polizasPoliciesIssuance, terms, renewals and status.
sacs.endososEndorsementsRequests, tracking and issuance of changes.
sacs.certificadosCertificatesAdds and removals on group policies.
sacs.clientesClients & risksPolicyholders, contract holders and insured assets.
sacs.productoresProducersAgents, brokers, dealerships and hierarchies.
sacs.recibosReceipts & collectionsDue dates, reminders and recovery.
sacs.pagosPremium applicationPayments matched to policies and receipts.
sacs.comisionesCompensationCommissions, UDIs and service fees.
sacs.conciliacionesReconciliationsExpected vs. paid, with clear gaps.
sacs.siniestrosClaimsCases, documents and stakeholders with Sentry.
sacs.solicitudesService requestsCancellations, inquiries and exceptions.
sacs.adminAdmin processesCatalogs, reports and operational control.
sacs.renovacionesRenewalsExpiration queue with alerts and follow-up for every policy.
sacs.reportesReportsProduction, collections and commissions with filters and export.
sacs.commandCommand CenterThe day's operation on one dashboard: to-dos, alerts and progress.
sacs.automatizacionesAutomations & notificationsRules, reminders and automatic alerts at every step of the process.
THE CONNECTING LAYER

One version of the data for every stakeholder.

Insurers, brokers, agents, dealerships, lenders, companies and policyholders all run on SACS. Everyone sees what they should, and no one re-keys data.

Insurers
Brokers
Agents
Dealerships
SACS
Lenders
Companies
AI Agents
Policyholders
RESTMCPWebhook
GET /v1/polizas/AUT-20931 // 200 OK · 84 ms { "poliza": "AUT-20931", "estatus": "vigente", "canal": "CONC-0142", "recibos": { "pagados": 2, "pendientes": 1 }, "siguiente_vencimiento": "2026-10-14", "acciones": ["endoso", "cancelacion", "reenviar_poliza"] }
API-FIRST

If it lives in SACS, you can query it by API.

Every platform capability is open to your systems, your partners and your agents. Nothing stays trapped behind a screen.

See integrations and MCP →

See your operation running on SACS.

We walk you through the platform with a case like yours and show you where to start.

Book a demo