Task Management for Insurance

Advanced task management for insurance. Policy sales, claims processing, client retention 6 views: Board, List, Table, Calendar, Gantt and Workload. Built-in time tracking and AI Assist.

Why Insurance teams choose Diviine

Policy sales, claims processing, client retention

Diviine is the all-in-one Business OS built for insurance professionals who need to plan projects, track work, and run AI-assisted workflows in one place. Replace 3-5 disconnected tools with a single workspace that scales from solo operators to multi-site teams.

Six views for every insurance workflow

  • Board view - drag-and-drop Kanban for active jobs, leads, and client work
  • List view - prioritized backlog with due dates, assignees, and tags
  • Table view - spreadsheet-style bulk editing for insurance data
  • Calendar view - month/week/day scheduling with drag-to-reschedule
  • Gantt view - timeline planning with dependencies for multi-week insurance projects
  • Workload view - capacity heatmaps to balance assignments across your team

Built-in features for Insurance

  • Start/stop time tracking on every task with weekly summaries
  • Real-time task comments and threaded discussions
  • AI Assist inside every task for drafts, summaries, and next-step suggestions
  • Project templates pre-configured for insurance workflows
  • Custom fields, dependencies, sub-tasks, and recurring tasks
  • Guest access for clients, contractors, and external collaborators

12,400+ AI prompt chains for Insurance

Access a curated library of multi-step AI prompt chains built specifically for insurance use cases. Chain prompts together across ChatGPT, Claude, and Gemini to automate proposals, content, research, reporting, and client communication.

Pricing built for insurance teams

Flat-rate pricing with no per-seat fees. Start free with full access to all 6 views and time tracking. Upgrade to Basic, Standard, or Pro for advanced AI credits, guest access, and unlimited workspaces. 30-day free trial on every paid tier.