AdInsure’s compliance capabilities are integrated across all AdInsure modules as a set of common functionalities that enable insurance companies to drive compliance with different requirements. Compliance features include personal data protection, security and transaction logging, sales process management to assure customer protection as well as the ability to collect data for statutory reports.

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From built-in international standards to the extensibility for specific countries

From built-in international standards to the extensibility for specific countries

AdInsure compliance capabilities enable insurance companies to meet the compliance-related requirements. Development has focused on new regulatory requirements that were adopted in recent years and had a profound impact on the insurance industry, such as General Data Protection Regulation (GDPR), Insurance Distribution Directive (IDD) and International Financial Reporting Standard 17 (IFRS 17). In addition to the newest regulation, existing regulatory requirements, such as Know Your Client (KYC) and AML/CFT reports are also supported. Integration with various data sources that can be used for reporting to the national regulatory bodies is supported out of the box.


Key features

EU General Data Protection Regulation (GDPR)

GDPR features include extensive options for auditing personal data manipulation and access, the ability to restrict access to certain types of data depending on user’s role, a customer consent management module and incorporation of consents into other processes, such as sales.

Data retention and removal

Manage GDPR-related data retention with flexible definitions of retention rules and inter-document dependencies. Set up data removal after document expiration date for whole sets of documents according to their relationships.

Know your Client (KYC)

Define mandatory identification attributes, required identity documents, and client categories.

Anti-Money Laundering and Combating the Financing of Terrorism (AMF/CFT)

Identification using different embargo lists, a solution for PEP clients, and AML/CFT categorisation.


Achieve compliance with customer self-declaration, required identification attributes and entity relations, and reporting.

EU Insurance distribution directive (IDD)

Implement requirements, such as sales intermediary identification; training register with user rights linked to user training; reputation evaluation; sales process support including IPID (KID) documentation, agent disclosure, and other mandatory disclosures to the customer; complaints handling collection and reporting.


Provide input data in accordance with the IFRS 17 requirement from Client.

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