Policy downloads by list
The broker loads a list of policy numbers and gets each policy's documents with its outcome: pass, return, reject or escalate.
orbit gateway
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Connectivity · Insurer portals
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In development
Your policies live in the portal. Your operation doesn't have to.
The broker's team logs into each portal, searches policy by policy and downloads PDFs by hand. orbit gateway works those portals with the broker's legitimate credentials and written authorization, looks up and downloads policies, premium receipts and payment notices, and stops to call a person whenever a captcha or verification appears. It is still in development: the control plane is live and the first insurer connectors are being validated with authorized access.
orbit gateway
connectivity · portals
01 · Context
Hours of clicking through someone else's portal.
Every insurer has its own intermediary portal, with its own menus, its own search and its own way of serving the PDF. To get a policy, a premium receipt or a payment notice, someone at the broker logs in, searches, opens the history and downloads, one policy and one portal at a time. That work leaves no record of who downloaded what. And when someone tries to automate it with a generic bot, the portal blocks it or the bot quietly breaks on the next screen change.
02 · What it is
orbit gateway in one sentence
A multi-tenant connectivity layer where the broker registers its encrypted credentials and launches runs for a list of policies or a single one, while a real browser works each insurer's portal with deterministic code to look up and download documents into a common model of policy, receipt and payment notice, logging every step and escalating to a person at any challenge.
03 · How it works
Four steps. No magic.
From the broker's credential to a validated PDF, with every step on record.
01
The broker authorizes and registers its access
With written authorization, the admin registers the username and password for each portal. They're stored encrypted and are never displayed or sent to the user's browser.
02
Launch a run
For a list of policies or a single one. The organization sets the pace, pauses and working hours, and a credential is never used in two sessions at once.
03
A real browser looks up and downloads
Chrome with a consistent identity, without hiding that it's automated, and with a network allowlist that blocks any request that would change something in the portal. Every PDF is validated before it's stored.
04
A person handles anything out of the ordinary
On a captcha, a verification code, new terms, a block or an unknown screen, the run stops and escalates. Once resolved, only the pending policies resume.
How it works · orbit gateway live
What it does not promise
orbit gateway does not bypass security controls. It doesn't hide that it's an automated browser, doesn't use plugins to disguise itself and doesn't solve captchas through outside services: if the portal asks for verification, the run stops and a person handles it. It works only with the broker's credentials and authorization, and aims for each insurer to recognize it and add it to its access allowlist. It changes nothing in the portal. Today the first insurer connectors are written but still need to be validated in complete automated runs, and resolving a challenge inside the same session doesn't exist yet.
04 · What it does
Where it goes to work.
What the platform does today and what is still being validated.
Receipts and payment notices
Receipts from each policy's history are identified and downloaded with their type. Anything that can't be classified with certainty is filed as other, with no guessing.
Escalation queue
A captcha, a verification code or an expired password reaches the designated contact with the run's context.
Connector catalog
Each insurer with its connector, status and capabilities. A connector is maintained once and serves every broker in its own space.
05 · Benefits
What changes when you have it.
What changes when portal access stops depending on manual clicks and opaque bots.
Request demo1
Open with the insurer
The operation is designed for the insurer to recognize and register it, not to slip by unnoticed.
2
Traceable end to end
Every run, step, document and escalation goes into an immutable audit log per organization.
3
No risk of changing anything
The network allowlist blocks any request that isn't a lookup or a download.
4
A person where it matters
On a challenge the system doesn't guess: it stops, escalates and later picks up only what's pending, without duplicating documents.
5
Passwords stop circulating
Credentials are stored encrypted, never shown or downloaded, and every use is logged.
06 · Before and after
What changes, side by side.
An honest comparison between working portals by hand and doing it through a traceable layer.
Before / Without orbit gateway
Today's day-to-day
- ✕ Someone logs into each portal with their own user
- ✕ Policies are searched and downloaded one by one
- ✕ There's no record of who downloaded what
- ✕ Generic bots get blocked or quietly break
- ✕ Passwords travel in spreadsheets and emails
After / With orbit gateway
Day-to-day with orbit gateway
- ✓ Access is registered once, encrypted
- ✓ The run works through the list at a human pace
- ✓ Every step and document is logged
- ✓ On a challenge, the run stops and escalates
- ✓ The password is never shown or downloaded
07 · Industries
Where it applies today.
Built for intermediaries who work with several insurers and need their documents outside the portal.
01 / Brokers
Book documents without going portal by portal
Policies and receipts across the whole book, downloaded with the broker's credential and with every download on record.
02 / Agencies
Receipts and payment notices for collections
Each policy's receipt ready for the team that follows up on payment, without anyone having to log in and look for it.
08 · Contact
Let's see it with your operation.
In 30 minutes we'll tell you whether orbit gateway fits your process, what it integrates with and what it doesn't, and what a pilot looks like. If it doesn't fit, we'll tell you that too.
Run the discovery with rocky