Search for and update physical locations, bulk assignment of responsibility, bulk delete, bulk creation of Entity records
Use powerful filters to search for and update insurable Entities, bulk assignment of responsibility, bulk delete
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Create a spreadsheet template for importing data, or export your data to spreadsheets for updating, analysis and backup
Load Site and Entity data from spreadsheets
View Data Access permissions of system users
Search for and update insurable Entities, bulk assignment of responsibility, bulk delete
Create a timetable of renewal tasks and commence renewal events
View user progress in collecting renewals data
Track user logon and activity
Establish periods (renewal years) for data collection, select period for managing data, roll forward data to a new period
‘As At’ view allows access to forms and their data as they were at a particular period
Create templates for capturing risk information from system library, modify, or create new templates, assign user access to Risk Classes
Manage Geographical location of Sites, assign user access to Countries
Manage primary Organisation structure, assign user access to Businesses – this is easily configurable to ‘Client’, ‘Division’ depending on your structural needs
Manage secondary Organisation structure
Set up currencies, measurements and conversion factors
Link a class form to your site to provide more data capture
Graphical pie chart conveniently located on the dashboard and key pages. Drill in to view entities marked as Not Started, Part Complete, Completed, etc.
Provides a summary of progress of the current user in providing renewals data for which they are responsible
Provides a list of Sites for which the current user is responsible, with access to data management forms
Provides a list of Insurable Entities for which the current user is responsible, with access to data management forms
Allows direct editing of Insurable Entity data, using a spreadsheet-like table view, without the use of forms
Delegate users and keep track of progress
Create a spreadsheet template for importing data, or export your data to a spreadsheet for updating
Load Site and Entity data from spreadsheets
Access your most frequented forms easily from the main navigation
Quickly search and export, include or exclude calculated fields
Provides a summary of the progress of all users who are responsible for providing renewals data
Create a report using filters to sort and display information within a specified Risk Class. Zone setting provides automatic conversion of currency and other measurements.
Create a report using filters to sort and display information within a specified Risk Class, organised by Site. Zone setting provides automatic conversion of currency and other measurements
Provides report, using filters and sorts to display information about Sites
Compares totals of numeric values within a Risk Class by insurance period. Zone setting provides automatic conversion of currency
Provides access to list of previously saved reports (by you, or shared with you) that may be re-run at any time with updated information
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