CoverTracker
Effortlessly manage risk placement and workflow tracking across multiple types and classes of business with standardised, automated processes.
Streamline insurance placement and tracking
CoverTracker simplifies the complexities of placing and tracking multiple types and classes of business. Its standardised and automated workflows ensure accuracy, governance, and efficiency throughout the end-to-end placing lifecycle.
Features include
End-to-End Workflow
Manage initial placement and onboarding, NBI, quote, renewals, NTU, cancellations, endorsements, and MTAs seamlessly.
Business Classes Covered
Supports Fac and Direct, Lineslips, DA and MGA, Wholesale Retail, Proportional Treaty, and Excess of Loss placements.
Proactive Compliance
Ensure and report on contract certainty, sign-off, and governance at
every critical touchpoint.
Single Data Entry
Minimise rekeying errors with integration throughout the distribution chain.
Features include
End-to-End Workflow
Manage initial placement and onboarding, NBI, quote, renewals, NTU, cancellations, endorsements, and MTAs seamlessly.
Business Classes Covered
Supports Fac and Direct, Lineslips, DA and MGA, Wholesale Retail, Proportional Treaty, and Excess of Loss placements.
Proactive Compliance
Ensure and report on contract certainty, sign-off, and governance at
every critical touchpoint.
Single Data Entry
Minimise rekeying errors with integration throughout the distribution chain.
Ready to simplify cover tracking?
Enhance efficiency, insight, and integration
CoverTracker isn’t just about placement; it’s designed to modernise your operations, enhance efficiency, and enable data-driven decisions.
Improved Efficiency
Achieve up to 5% time savings, equating to 5 FTEs annually for teams of 100.
Streamlined Operations
Reduce client query resolution times by 50% with enhanced workflows, SLA monitoring and alerting.
Modernised Systems
Leverage APIs and integrate with legacy systems for smoother operations.
Insightful Reporting
Provide divisional heads with actionable insights across broking and operational teams.
Seamless Integration
Connect with Office 365 (SharePoint, Outlook), SalesForce and other CRMs, Whitespace, PPL, legacy PAS platforms, and client portals for reduced rekeying.