Regulated workflows, automated without losing the paper trail.

Insurance operations are gated by KYC, underwriting thresholds, and renewal cycles. Pulsar enforces those gates inside the workflow — you can't skip them — and keeps an immutable log every regulator wants to see.

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Stages built for how deals actually close

Pre-configured pipeline stages tailored to this industry. Customize freely — these are starting points, not rigid templates.

Stage 1
Compliance Trigger
Stage 2
Approval Required
Stage 3
Approved
Stage 4
Executed
Stage 5
Logged
Stage 6
Audited

Industry-specific data, captured automatically

Fields seeded the moment you pick this industry during onboarding — no need to configure each one manually. Add, rename, or remove anytime from Settings.

Transaction Type
Threshold Amount
Approver Required
Regulatory Class (KYC/AML/SAR)
Audit Reference
Retention Period

Workflows pre-configured for this industry

Triggers, conditions, and actions ready out of the box. Disable any that don't fit, or wire your own with the workflow builder.

New policy bound → KYC re-check + supervisor approval before posting
Suspicious claim pattern detected (Pulsar AI) → file SIU referral for compliance officer review
New client onboarded → screen against OFAC + PEP watchlists + log result
Policy renewal in 60 days → underwriter review + automated requote workflow

Regulatory steps, baked in

NAIC audit trail per workflow execution, FINRA/SEC documentation auto-generated, 7-year retention enforcement at the storage layer, and tamper-evident log signatures.

"

Our auditors stopped asking for screenshots. Pulsar's audit log is more complete than what we used to produce manually, and it never has gaps.

Renee Albright  ·  VP of Operations, Halcyon Capital Insurance

Different industry? We've got that covered, too.

See every industry Pulsar is built for — pipelines, fields, automations, and compliance ready on day one.

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15-day trial · No credit card required · Industry config seeded automatically