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RMIS | INSURANCE PROGRAM MANAGEMENT

Run your entire insurance program with clarity and control

Connect insurance policy, placement, and program data in a single platform – giving you real-time visibility into coverage, costs, risks, and performance while streamlining renewals, improving decision-making, and eliminating manual workflows.

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Recognized as a Risk Management Information Systems (RMIS) software Leader by top industry analysts.

From fragmented workflows to a connected insurance program

Bring policy, placements, quotes, and endorsements into a single, connected system –fully integrated with claims, exposures, and financials. Eliminate spreadsheets and manual processes, streamline renewals with structured workflows, and maintain a complete, auditable view of your program. Lastly, our solution’s real-time visibility into coverage, costs, and performance allows you to make faster, more confident decisions and manage your insurance program proactively.

OFFERINGS

Purpose-built tools for policy program management

AI Policy Data Ingestion

Automatically extract and structure policy and quote data from PDFs using AI — eliminating manual entry and making data immediately usable for reporting, analysis, and workflows.

Insurance Placement Management

Manage renewals and new business placements in structured workflows — tracking tasks, documents, timelines, and stakeholder communications in a single, governed workspace.

Insurance Portfolio Landing Page

Get a real-time view of your entire insurance program — including premiums, coverage, renewals, and performance — all in one centralized dashboard view.

Quote Tracking & Comparison

Store, compare, and evaluate quotes side-by-side — with full visibility into coverage, premiums, and structure to support informed, defensible decisions.

Policy & Premium Tracking

Centralize policy details and track premiums, fees, and changes in one place — with full visibility into coverage, cost drivers, and trends across your insurance program.

Endorsement Tracking

Track mid-term policy changes with full visibility into what changed, when, and the financial impact across your program.

Program Tower

View your insurance program in structured towers to identify gaps and overlaps, model coverage scenarios, and assess counterparty exposure for more informed risk decisions.

Policy Erosion Analytics

Visualize how claims impact available coverage over time. Use erosion charts and dashboards to assess policy performance and guide renewal decisions.

Counterparty Exposure

Assess insurer participation and risk distribution across your program — with visibility into concentration and carrier exposure.

Retention Calculator

Model retention scenarios and evaluate financial impact — helping optimize program structure and risk transfer decisions.

Certificates of Insurance (COI) with OCR

Track vendor and contractor COIs, flag expirations and deficiencies, and streamline intake with the use of portals, email templates, and optical character recognition (OCR) scanning for digitizing PDFs.

Contract Management

Store and manage all of your organization’s insurance-related contracts with version control and access permissions to support audits and ensure consistency.
OTHER RMIS SOLUTIONS

End-to-end risk management capabilities

Connect data for informed insights that improve incident processing, claims and policy management, renewals activities, and more — all from a centralized risk management system.

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Measure risk investment impact

Transform your ability to measure, analyze, and report on risk costs with dynamic AI-powered calculations, limitless data ingestion options, flexible visualizations, actionable projection capabilities, and seamless integration with Allocations.

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Accelerate claims resolution

Consolidate your claims data across all lines of coverage to streamline workflows, simplify financial reporting, identify trends, reduce litigation costs, and improve claims outcomes.

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Improve incident collection and prevention

Capture accurate incident data using flexible intake tools, automate workflows and TPA feeds, and analyze root causes to understand and prevent future occurrences.

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Allocate costs with precision

Allocate risk management costs across the organization based on configurable formulaic models, flexible cost element selection, and seamless integration with TCOR Analytics.

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RMIS Exposure dashboard on Origami Risk.

Track exposures efficiently

Manage exposure information across location hierarchies that mirror your organizational structure, automate values collection to reduce administrative workload, and forecast exposure changes to support renewal planning.

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News and insights

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Guide

What Makes Risk, Safety, and Compliance Platforms Work: 4 Questions Every Buyer Should Ask   

What is a RMIS
Blog

What Is a RMIS and When Do You Need One? A Practical Guide for Risk Leaders 

Riskworld 2026 recap
Blog

What We Heard at RISKWORLD 2026: Why Risk Architecture Is Replacing Traditional Risk Management 

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