Risk program command center

One console for every layer of your risk portfolio.

Structure advisory firms, private-equity sponsors and insured businesses in a strict hierarchy — each with its own branding, members, documents, claims and analytics.

0+: operational modules
0: tenancy levels, RLS-enforced
0-day: renewal early-warning window

Three-level tenancy

Advisory firm → PE sponsor → insured business, enforced at the database level.

White-labeled portals

Per-workspace logo and colors flow through the whole console automatically.

Roll-up visibility

Parent workspaces inherit access to everything nested beneath them.

Platform

Everything a risk program touches, in one place.

Document vault

Drag-and-drop policy, endorsement and audit files, auto-filed by year and department, read in-browser through short-lived signed links.

AI data extraction

Declarations, schedules and loss runs are parsed into structured policy and exposure records for advisor review before they post.

Claims & FNOL

Guided first-notice intake, reserve and development tracking, diary notes and a full audit trail on every touch.

Program analytics

Loss ratio trends, total cost of risk, retention modeling and workers-comp simulations built on your own assumptions.

Renewal command

Ninety-day renewal runway, quote comparisons, task chase lists and generated stewardship narratives.

Compliance & vendors

Certificate tracking, contract requirements, vendor status and audit calendars in one register.

Who it's for

Built for the whole chain of accountability.

Advisory firms

Run every client program from one command console with an attention-required queue and staged-data review.

How it works

Live in four steps.

01
Structure
Create the workspace hierarchy and invite members with scoped roles.
02
Load
Upload historical policies and loss runs; extraction drafts the records.
03
Review
Advisors confirm staged data, close gaps and set modeling assumptions.
04
Operate
Track claims, compliance and renewals against live analytics.