Now with automated audit trails
Customer onboarding, finally in one place
Everything insurance brokers need to keep customer onboarding on schedule, on budget and on record.
No card required · median response 64 ms
Capabilities
Everything the day actually needs
Each piece works on its own and gets better with the rest.
SSO and SCIM
SAML, OIDC and directory sync on every plan, not just the enterprise tier.
Capacity forecasting
Forecasts built from your own history, not a generic industry curve.
Custom workflows
Drag fields into place and the forms, permissions and reports follow.
Version history
Roll back any record to any point in time and see exactly who changed what.
Role-based access
Granular permissions down to the individual field, mapped from your identity provider.
Barcode scanning
Scan in the field with the camera you already carry - no extra hardware.
Bulk imports
Bring years of history in from a spreadsheet and keep the references intact.
Real-time visibility
Every change lands in the same timeline, so nobody has to ask where things stand.
How it works
Live in weeks, not quarters
Connect your data
Import from CSV or connect an existing system in an afternoon.
Model your process
Describe the way you already work; no rewriting your process to fit the tool.
Roll out to the team
Invite the team, set permissions from your directory and go live.
Measure and tune
Dashboards show where time actually goes, so the next change is an easy call.
FAQ
Questions we get a lot
Where is our data stored?
In the EU, on infrastructure we contract directly, with daily encrypted backups.
Do you offer on-premise?
Self-hosted deployments are available on the Scale plan and above.
How is it priced?
Per active user, billed monthly or annually. No setup fee and no per-record charges.
Is there an API?
A documented REST API, webhooks and a CLI - the interface uses the same endpoints you do.
Can we keep our existing ERP?
Yes. BasaltCloud is designed to sit alongside what you already run and syncs both ways.
What happens to our data if we leave?
You can export everything, at any time, in open formats. No exit fee, no lock-in.
Ready when you are
A 45-minute walkthrough with someone who has run this in production. No slide deck.
Get started