EXIGIS RISKworks rm.Policies Features - Policy Review & Management - Centralize the administration and accesibility of active and legacy insurance policies across operations


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.