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Reduce Insurance Administration

Arrange, schedule and track policy renewals, limits, carriers and performance. Track acquisitions and dispositions in a systematic way and easily budget premium expenditure throughout the year.  Easily upload program information into data rooms.

Easy-to-Understand Dashboards

Ensure consistency of coverage across your entire portfolio with a single, easy-to-view company by company comparison. Track midterm program changes by portfolio company.

Better Reporting

Eliminate time consuming manual reporting since the portfolio insurance program rolls up seamlessly to a fund level view, regardless of which broker is used.

Permissioned Access

No more wondering who has access to what data. PE firm, portfolio company and brokers view their respective data only.  You control who sees what data.

Performance and Analytics

Quickly understand key insurance relationships

Identify risk pooling and consolidation opportunities

Track and validate group purchasing program results/effectiveness

Surface risk mitigation and cost takeout opportunities

Quantify value-add to your portfolio companies and limited partners

Contact us to schedule a demo today.