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Introduction to Kayna

Embedded Insurance Infrastructure enabling Distribution through Vertical SaaS

Kayna provides the technology & data orchestration layer between Carriers and Brokers and any Vertical SaaS platform to distribute insurance products that are directly relevant to platform customers.

  • Platforms leverage data to unlock new revenue streams and add value for customers.
  • Customers get accurate, data-led, right-sized insurance with automated quote, renewal, and claims processes.
  • Carriers/Brokers gain new Insurance distribution channels.

Account Registration and Onboarding

https://dashboard-staging.kayna.io/walkthrough/onboarding

Lets see how you can create an account on Kayna staging dashboard.

  1. Go to the dashboard signup URL at Sign Up.
  2. Enter your email address and a strong password, and then click on the Get Started button to create your account.
  3. You should receive a welcome email. Please click on the verification link in the email to complete your registration.
  4. Once signed up, head over to the login page at Login and enter your credentials. After logging in, fill out the onboarding form to complete the process.
Congratulations 🎉, you have successfully signed up for the Kayna staging dashboard.

Widget Integration with Demo Product

https://dashboard-staging.kayna.io/walkthrough/widget-demo

Now that you have an account ready in the Kayna dashboard and are successfully onboarded, let's look at how you can quickly integrate the Kayna staging widget with the demo product.

  1. Go to the Authorization Keys page to obtain your Access Key and Secret Key required for the integration.
  2. Copy the import script snippet and paste it into the <head> of your website to import the widget CDN.
  3. Next, paste a div with the id Kayna onto your page wherever you want to render the widget interface.
  4. Finally, copy the widget initialization script and paste it at the very bottom of your <body> tag.
Kayna staging widget with demo product has been integrated successfully into your website. Open your website and refresh to see it live.
⚠️ Dynamic Context Recommendation

Please note that this basic frontend widget integration is intended for a single user profile. In a real-world production environment, you will set up a backend server to dynamically generate and return secure authorization tokens. This allows the widget to remember individual users on return visits and isolate context securely.

Backend Server Setup

https://dashboard-staging.kayna.io/walkthrough/backend-setup

Now that you have the staging widget integrated, let's set up a server backend to generate security authorization tokens dynamically for each user session.

  1. Open the Github Repository and clone the project onto your local workstation.
  2. Run the copy command to clone the environment configuration profile:
    cp .env.example .env
  3. Head to your dashboard, copy your Access Key, Secret Key, Product ID, and Platform ID, and paste them into your newly created .env file.
  4. Execute the installation command to fetch core dependencies:
    npm i
  5. Start the application server (it will spin up locally on port 3050):
    npm start

Now you know how to bind the Kayna widget across your backend and frontend. The final step is swapping out the default demo product with your custom active production layout.

Contact our administrative team to construct your live product models and deliver your production configs.

Integrating your Product

https://dashboard-staging.kayna.io/walkthrough/product-integration

Once you have received your new custom product parameters from the administrator, replace the applicationFormData and the productId values directly inside your active widget configuration options.

Production Access

When you are satisfied with your widget's execution profile inside our staging environments, head to the Authorization Keys page and click the Request Keys action button to initialize your production workspace keys.