RISKworks rmPolicies Features
- Paperless process that supports paper: Integrated inbound fax messaging
- Supports the attachment and upload of all primary and supporting documentation, including: Primary and Excess Policies, Endorsements, Binders, Loss Runs
- Ability to generate automatic and predetermined email reminder to applicable brokers and/or carriers with respect to the submission of program documentation
- Expired policies and supporting documentation are stored indefinitely in readily accessible and searchable archive
- Collaboration Toolbar allowes users to store notes from phone calls, meetings, and/or emails
- Complete audit trail provides user 100% transparency with respect to all information captured by system. Detailed record includes user name, time & date stampe and description of update made by any and all users
- On-demand reporting engine provides real time access to process related information: Create customized reports, apply annalytical filters and export to MS Excel, Adobe PDF or CSV file formats.