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Insurance Application & Quoting

Simplify applications, quotes, underwriting, insurance verification, and invoicing for new policies and renewals.


Certificate of Insurance (COI) Tracking

Quickly and accurately manage insurance certificates to ensure compliance across facilities, vendors, providers, and contractors. Workflow capabilities include notifications, tasks, emails, and mail merges.


Exposures, Allocations, & TCOR

Easily collect exposure data and values (including COPE and statement of values) for more efficient renewals. Calculate your organization’s total cost of risk (TCOR) and automate the allocation process across the enterprise.


Provider Underwriting

Free up valuable time and resources with full provider application/renewal process management that includes rating and premium calculations, quote generation, certificate/LOI tracking, and invoicing.


Physician Administration

Track physician details--credentials, specialty, license, and education--and integrate policies, certificates, peer review and National Provider Data Bank (NPDB) reporting in one, consolidated solution.


Policy Modeling

Construct graphical models of what programs and policies look like, year-over-year to easily identify coverage gaps. Add existing policies to programs without the need for hours of work or multiple calls to your broker.


Policy Rating

Keep track of insurer stability and ensure proper compliance with quarterly-updated AM Best Financial Ratings.

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