---
title: "Insurance Project Management Software | Orangescrum"
description: "Project management software for insurers, brokers, and TPAs, with a self-hosted edition that keeps project data inside your own infrastructure."
canonical: https://www.orangescrum.com/solutions/insurance
---

# Insurance Project Management Software | Orangescrum

> For the complete documentation index, see [llms.txt](https://www.orangescrum.com/llms.txt).

[Home](/) / [Solutions](/solutions) / Insurance

Insurance

# Insurance Change Programmes, _On Infrastructure You Own_

Run policy administration migrations, regulatory change, and product launches without moving policyholder related data into a vendor cloud.

Recommended editions[Cloud](/pricing "Cloud - included")[Self-Hosted](/self-hosted "Self-Hosted - included")Open Source

[Start Free Trial →](/sign-up?utm_source=website&utm_medium=feature&utm_content=solutions/insurance)[Book a Demo](https://calendly.com/orangescrum)

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## What does insurance project management need?

Insurers rarely fail at knowing what to do. They fail at coordinating it. A single product change touches underwriting, actuarial, claims, IT, and distribution, each with its own priorities and its own view of the deadline. Add a regulator who expects the decision trail and a security team that scrutinises where data sits. Orangescrum gives the programme one plan, one set of owners, and a self-hosted option that keeps everything inside your own infrastructure.

The problem

## Why insurance programmes _overrun_

Data location kills the shortlist

A tool clears the business case and then fails security review because policyholder related material would sit in a vendor cloud.

✓ A self-hosted edition inside your own network.

Five functions, five plans

Underwriting, claims, actuarial, IT, and distribution each track the same launch differently, so nobody trusts the status.

✓ One plan with owners and dependencies across functions.

Legacy migration dates slip quietly

A policy administration migration moves a month at a time and no single view shows the cumulative slip.

✓ A live Gantt where a moved date shifts what depends on it.

Brokers and TPAs work off system

External partners are kept out to save licenses, so their status arrives as a spreadsheet attachment.

✓ Unlimited users with access scoped per project.

What matters here

## One plan, many functions, _data where you want it_

-   ### Runs on your infrastructure
    
    The Self-Hosted edition installs on your own servers, private cloud, or an air gapped network.
    
-   ### Cross function timelines
    
    Dependencies between underwriting, IT, and claims work, so a slip in one shows up everywhere it matters.
    
-   ### Risk register
    
    Programme risks logged with owner, impact, and mitigation, kept beside the work. Self-Hosted.
    
-   ### Decision trail
    
    A permanent history of who changed and approved what, so the record exists when a reviewer asks.
    
-   ### Access by role
    
    Per project permissions, with SSO, OAuth, and LDAP or Active Directory sign in on Self-Hosted.
    
-   ### Partners included
    
    Unlimited users on every plan, so brokers, TPAs, and implementation partners work inside the same plan.
    

How it works

## How a change programme _runs_

1

Settle hosting

Self-hosted where policyholder related data must stay inside your network, cloud where policy allows.

2

Map the functions

One project per workstream, with owners in underwriting, claims, actuarial, and IT.

3

Link the dependencies

Put the workstreams on one timeline so the launch date is tested rather than hoped for.

4

Report from live data

Steering reports, risks, and cost come from the work itself, not from a weekly slide exercise.

Who it's for

## Where insurers _use it_

Policy system migrations

Multi year replacement work with real dependencies.

[Learn more →](/gantt-chart)

Regulatory change

Fixed dates, named owners, evidence attached.

[Learn more →](/program-management-software)

Product and channel launches

Cross function delivery on one plan.

[Learn more →](/work-management-software)

Availability

## Which edition includes _what_

Orangescrum runs as managed cloud, self-hosted on your own servers, or as the open-source Community Edition. Here is exactly what each one includes.

Available in Cloud and Self-Hosted. Self-hosted is the usual choice here.

| Capability | CloudManaged SaaS | Self-HostedOn-premise / private cloud | Open SourceCommunity Edition |

| Projects, tasks, and boards | ✓ | ✓ | ✓ |
| Role based access control | ✓ | ✓ | ✓ |
| Runs on your own infrastructure | ✗ | ✓ | ✓ |
| SSO, OAuth, LDAP and Active Directory | ✗ | ✓ | ✗ |
| Risk management | ✗ | ✓ | ✗ |
| Gantt schedule and dependencies | ✓ | ✓ | ✗ |
| Custom fields | Pro | ✓ | ✗ |
| Advanced reporting | Premium | ✓ | ✗ |

Frequently asked questions

## Insurance project management _FAQ_

### Can we keep everything inside our own network?

Yes. The Self-Hosted edition installs on your own servers, private cloud, or an air gapped environment, and sends nothing to us. You own the backups, the retention policy, and the access list, which is normally what an insurer's security review is actually asking about.

### Is Orangescrum a claims or policy administration system?

No. We do not process claims, hold policies, rate risk, or handle underwriting decisions, and we are not a CRM. Orangescrum manages the projects around those systems: the migration, the product launch, the regulatory change, and the integration work, with owners, dates, and cost.

### Are you certified for any insurance regulation?

No, and we will not imply that we are. Regulatory compliance is a property of how your organisation operates and is assessed, not a badge software carries. What we can say plainly is that the Self-Hosted edition keeps project data inside infrastructure you control, permissions are role based and reviewable, and every item keeps a permanent activity history. Send us your due diligence questionnaire and we will answer each line honestly.

### Can we track a multi year system replacement?

Yes. Build the programme on a Gantt timeline with dependencies between workstreams, so when a migration wave moves you can see what it pushes. Programme views roll several projects into a single progress and cost picture.

### Can brokers or third party administrators be given access?

Yes. Every plan includes unlimited users and permissions are role based per project, so an external partner sees only its own workstream. There is no per seat cost pushing them back onto email.

### How does pricing work for a large insurer?

Flat monthly plans with unlimited users: Basic is 29 dollars a month, Pro is 69, and Premium is 349. Headcount does not change the price, so bringing another department or partner into the programme is a permissions decision rather than a budget one.

### Can we capture the fields our own process needs?

Yes. Custom fields let you add the attributes your programme reports on, such as line of business or regulatory reference, and then filter and report on them. Custom fields are on Pro and above in Cloud, and included in Self-Hosted.

### Is there an audit trail for decisions?

Yes. Every task, document, and status change keeps a permanent record with the user and timestamp, and comments stay attached to the item. When someone asks why a scope decision was made, the answer is in the item rather than in a mailbox.

## Get the whole programme onto one plan

Cloud or fully self-hosted on your own infrastructure. Every plan includes unlimited users.

[Start Free Trial →](/sign-up?utm_source=website&utm_medium=feature&utm_content=solutions/insurance_cta)[Book a Demo](https://calendly.com/orangescrum)

## Related capabilities

[Self-Hosted editionRun it on your own servers](/self-hosted)[Risk managementOwners, impact, mitigation](/risk-management)[Gantt chartCross function dependencies](/gantt-chart)[Program managementRoll up across projects](/program-management-software)