»»  streamline policy management & renewal

• 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 automaticac 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.

Interested in learning more about how RISKworks rm.Policies can save you time and improve the utility of your risk management and insurance data?  Call (800) 928-1963 or email sales@exigis.com to schedule a RISKworks demonstration.

[EXIGIS RISKworks]                                   [RISKworks rm.Policies]   [rm.Policies screen captures]