CoverTracker
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.
Benefits
CoverTracker is designed to modernise your operations, boost 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.
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
Connect with Office 365 (SharePoint, Outlook), SalesForce and other CRMs, Whitespace, PPL, legacy PAS platforms, and client portals for reduced rekeying.
Insightful Reporting
Connect with Office 365 (SharePoint, Outlook), SalesForce and other CRMs, Whitespace, PPL, legacy PAS platforms, and client portals for reduced rekeying.
Ready to simplify cover tracking?
Product features
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.
Product features
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.
