Curate

Insurance Data Integration Software That Makes Your Reporting Actionable

Your data, ready to work. Curate lands your policy administration data in a governed, query-ready warehouse, then puts standard extracts, downstream feeds, and plain-language reporting on top of it.

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Insurance Data Integration Software That Supports Production

Curate is CalcFocus’s governed data and reporting product — a governed, always-current copy of your policy administration data, ready for reporting and analysis.

Standard extracts and downstream feeds run from it, a plain-language report builder sits on top of it, and your production system never carries the load.

Insurance Data Integration That Puts Governed Data on Demand

Data Warehouse & Sync

Curate keeps an Amazon Redshift warehouse current from your Achieve operational data store. Nightly by default, or more frequently where you need it. 

You choose what moves and when; the working schema presents your data by policy, party, and coverage. Never raw database tables.

Standard Extracts & Feeds

A growing library of standard extracts spans policy, billing, disbursement, accounting, and claims data, alongside general ledger and ACH/NACHA messages, with commissions, valuation, reserves, and 1099 feeds defined per implementation. 

Full or changes-only, in the formats your downstream systems already accept.

AI-Assisted Report Builder

Describe the report you need in plain language, and Curate writes the query — starting from predefined reports, refined by asking, or edited directly in SQL if your team prefers. 

Every field it touches is visible on screen, personal data is flagged and maskable, and a saved report appears inside Achieve with no separate deployment.

Scheduling, Delivery & Validation

Run any report or feed on a schedule, with validation checks — balancing, row counts, reconciliation — attached to every run, and every step, result, and confidence score visible on screen.

The Data Your Operational Teams Actually Ask For

Curate handles the data domains operations teams actually need:

  • Policy, party, family, and coverage 
  • Transaction history and event detail 
  • Funds and fund allocations
  • Billing across individual, family, and group 
  • Disbursements and payment status
  • Accounting entries and general ledger 
  • Claims, claim events, and transactions 
  • Agent and commission integration messages

Secured the same way as your policy administration system

Curate runs in a single-tenant AWS VPC, with AES-256 encryption at rest and TLS 1.2+ in transit.

Role-based access, a full audit trail, and masked non-production data come standard. It’s the same posture your compliance and security teams already expect from Achieve.

Fed from the system you already run

Curate is fed directly from the Achieve operational data store — the same product definitions your policy administration runs on, published downstream to your general ledger, valuation, and reinsurance systems from one governed source. 

Curate fits the stack you already own: Power BI, Tableau, Snowflake, Databricks, and SQL Server, in open Parquet, CSV, and SQL formats — no proprietary connector required.

Real Outcomes for Insurance Providers

The success of our clients is the true testament to the value CalcFocus brings to the insurance industry: 

  • 8 consecutive clean SOC 2 audits
  • 99.9995% platform uptime
  • 100% referenceable client base
  • Single-tenant isolation on every deployment

“CalcFocus has a deep understanding of insurance products and processes. Their platform is robust and easy to navigate, which helps us serve the dynamic needs of our customers”

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Lou Ann WhiteVP of Universal Life, Unum Group

Give your teams answers without a development request

Talk to the team that builds governed data delivery for life and annuity carriers



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Frequently Asked Questions About Insurance Data Integration Software

What software helps insurance carriers integrate and deliver policy, billing, and claims data to their data warehouse?

Curate is CalcFocus’s insurance data integration software: it copies policy, billing, disbursement, accounting, and claims data out of a carrier’s policy administration system into a governed warehouse built specifically for insurance data. Standard extracts and downstream feeds run from that warehouse instead of the production system, so reporting never competes with the transactions the business depends on.

How does Curate publish policy and billing data to GL, tax, and commissions systems?

CalcFocus’s Curate publishes policy and billing data to general ledger, tax, and commissions systems through configurable extracts and feeds, run on a schedule you control — nightly by default, more often where you need it — with balancing and reconciliation checks attached to every run. Because the feed traces back to the same data as Achieve, the numbers always match what production shows.

What tools support natural-language reporting on insurance policy administration data?

CalcFocus’s Curate report builder lets operations, finance, and actuarial teams describe a report in plain language and get a working query back, without writing SQL. It’s available today for teams evaluating Curate: every field the query touches stays visible on screen, personal data is flagged and maskable, and a saved report appears directly inside Achieve with no separate application to deploy.

What is an insurance data warehouse?

An insurance data warehouse is a governed copy of a carrier’s policy, billing, and claims data, kept separate from the production system it’s copied from. CalcFocus’s Curate version is organized by policy, party, and coverage — the way an insurance business actually thinks about its book — rather than as raw database tables a general-purpose warehouse would use.