Your whole book, in one place
Clients, policies, renewals, claims and documents, all connected to the analysis that backs them. The system of record for your practice.
Every client, with their full history
Portfolio and records
Manage your client portfolio and policy records.
Companies and contacts
Track companies, contacts, ABNs and industries.
Status at a glance
Active, prospect and inactive views at a glance.
Every in-force policy across your book
Sums and expiries
Track sums insured, premiums and expiry dates.
Status at a glance
See active, expiring and expired at a glance.
Insurer relationships
Insurer relationships in one place.
Total
Active
Expiring 30D
Premium
Never miss an expiry
Pipeline by urgency
Your renewal pipeline organised by urgency.
Plan ahead
Plan market submissions and quote requests ahead of time.
Critical and upcoming
Critical, upcoming and in-progress views.
Every claim across your portfolio
Active and historical
Active and historical claims in one view.
Track the numbers
Track status, reserves, recoveries and time-to-settle.
Every status
Open, awaiting payment, settled and closed.
Every PDS and file, ready to analyse
Documents and analyses
Manage your policy documents and analyses.
Single or bulk
Upload single files or bulk upload.
States tracked
Analysed, uploaded and processing states tracked.