Policy Wise

Our Insurance Risk Module safeguards your portfolio and promotes the long-term success of your business by measuring, evaluating and reporting on insurance risk metrics.

It’s a great piece of software that gives you a birds eye view of your insurance risks across your portfolio. It also connects with your claims management system to allow you to efficiently manage insurance risk corporate wide.

Get the Picture

Elegant real-time dashboards, a report generator and a library of pre-configured reports provide a 360 degree view of your organization's insurance risk data at a glance, facilitating effective allocation of resources for risk management. We also have a whole range of fantastic reports that let you summarize all your Insurance data across business lines, by geography, by client or even a combination of key business lines.

You can only reduce or eliminate risk if you can see what’s happening in your business and the Insurance reporting module gives you the kind of visibility and analysis that has you make the very best decisions and minimize exposures.

Risk... Managed

Identify, assess, and prioritize insurance risk. Our software monitors key risk metrics across the organization to minimize, monitor, and control the impacts of your day-to-day operations on your insurance premiums.

Loss Control

Our Insurance Risk Module reduces loss across your business and improves your incident management process by identifying risks early and reducing the frequency and quantity of incidents. It also provides a mechanism for evaluating loss recovery to ensure your premiums stay low.

Features You Can Take to the Bank!

  • The software is simple and easy to learn!
  • A dashboard anyone can use to slice and dice your Insurance data.
  • The ability to set reminders and alarms to keep you on top of everything you need to deal with!
  • A Task Builder that generates and sets reminders for all the weekly, monthly and annual Tasks required by your insurer.
  • An elegant document management system so you can organize all your policies and riders - and get to them in a snap.


Ability to manage insurance policies, exclusions and riders in real time.

Ensure compliance with policy requirements with the ability to set recurring insurance tasks at the site level.

Access instantly to a centralized repository for all your property insurance data.

Provide a real-time instant view of your policy and claim status across the organization with powerful dashboard reports.

Streamline communications on insurance matters through your organization with chat areas and meeting spaces.

Manage claims and subrogation either directly or via a connection to your third party claims adjustment system.

Access information in real time from your tablet or smartphone.

You can track any of the following information in the software

What the Insurance Software Does

OK, this section is for all you propeller heads!

  • The software is sold as a hosted Software as a Service (SaaS) application.
  • You can store information about the property, individual buildings and even tenants.
  • You can hold information on commercial properties, retail properties, industrial properties as well as vacant land.
  • The software also integrates with your existing Property Management System like JD Edwards and Yardi and we also integrate with document management systems like SharePoint.
  • The software has a work flow engine that lets you set tasks and make sure they get done through a reminder and sign-off system.
  • Finally the Insurance module is available as a standalone tool or as a fully integrated addition to our suite of Risk Management Solutions.
  • You can track any of the following information in the software:
    1. Risk Calculation Engine that allows you to calculate loss ratios for each site, a portfolio of sites or all your sites
    2. Store Certificates of Insurance
    3. Integrates easily with existing third party claims management systems
    4. Incident tracking and management modules that allow for the quick and efficient resolution of risk issues
    5. Ability to track Loss, Loss Prevention and Claims

Have an itch to find out more?