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Aziz · Saif   Investor Research
Report 20 · Insurance · InsurTech

Embedded SME Insurance API for Vertical SaaS Platforms
30-second quote-to-bind · embedded inside the tools SMEs already use

Region: UK · EU · US expansion Stage: Series A Ask: $15M (Series A)

Investor Dashboard

Key financial KPIs at a glance — % against revenues in QuickBooks-statement style.

Y1 Revenue
$5.5M
Initial scale
Y3 Revenue
$28M
↑ Year-3 target
Y5 Revenue
$95M
↑ Year-5 target
Gross Margin
62%
% vs Revenue
EBITDA Margin
18%
% vs Revenue
CAC Payback
10 mo
Time to recoup
LTV / CAC
5.0x
Unit economics
Capital Ask
$15M
Series A

Revenue Mix · % of Top Line

Cost Structure · % of Operating Cost

Use of Funds · % of $15M Raise

Problem & Solution

30-second quote-to-bind · embedded inside the tools SMEs already use

The Problem

32M SMEs in UK + EU are underinsured because broker-led distribution requires 45+ minute consultations and 3–7 day quote turnarounds. Modern SMEs run on vertical SaaS (Shopify, Toast, Procore) but those platforms can't sell insurance. The result: $48B in unrealized SME insurance premium across UK + EU.

Our Solution

An embedded insurance API that vertical SaaS platforms drop into their UI in 2 weeks. SMEs get a personalized quote (general liability, cyber, employer's liability) in 30 seconds based on platform-resident data — no questionnaire. Bind, pay, and policy issuance in-flow.

Market Opportunity

$48B SME Insurance Gap addressable today

Embedded insurance TAM $722B (2030) · SME slice growing 32% CAGR

Commission share with SaaS partners (15–22% of premium) + MGA underwriting margin on direct policies (~8% net). Multi-carrier paper to optimize loss ratios. Recurring annual policies; 86% renewal rate.

Financial Statements · % vs Revenue

QuickBooks-style readout — every line shown as percentage of its parent total.

Revenue Mix

Revenue Stream% of RevenueShare
Commission Share (Partner-Driven)60.0%60%
MGA Underwriting Margin22.0%22%
Renewal Revenue12.0%12%
Cross-Sell (Add-On Products)6.0%6%
Total Revenue100.0%100%

Cost Structure

Cost Line% of CostShare
Underwriting / Actuarial28.0%28%
Engineering & API25.0%25%
Partner Integrations & BD20.0%20%
Claims Operations12.0%12%
Compliance / Regulatory10.0%10%
G&A5.0%5%
Total Operating Cost100.0%100%

Use of Funds — $15M Raise

Allocation% of RaiseShare
Partner Acquisition (12 new verticals)35.0%35%
Engineering & API25.0%25%
US Market Entry & Licensing20.0%20%
Underwriting Talent12.0%12%
Compliance & Capital8.0%8%
Total Use of Funds100.0%100%

Traction & Proof Points

Moat & Exit Strategy

Defensible Moat

Platform-data-driven underwriting (loss ratio 16pp better than market) compounds with every policy bound. SaaS partner integrations are 6–9 month sales cycles competitors must repeat. Multi-carrier panel + MGA license create flexibility on both pricing and underwriting authority.

Exit Path

Strategic acquisition by a global insurance carrier (AXA, Allianz, Zurich), insurance broker conglomerate (Marsh, Aon), or fintech roll-up at 4–7x revenue / 12–18x EBITDA within 5–7 years.

Key Risks