Less Effort,
More Insights.

Collecting and managing data should support insurance professionals, not slow them down.

 
 

For insurance professionals,
by insurance professionals.

With 30+ years in the risk management and insurance industry, our team built Collexter to serve the unique needs of insurance professionals, while maintaining high data integrity & quality, eliminating bottlenecks, and focusing on ease-of-use.

Collexter is a cloud-based data collection and policies reporting platform designed for insurance professionals to quickly gather, organize, and review data throughout their organization within a single source of truth.

Data Collection

Create

Quickly create, import, and edit datasheets with dynamic filtering, without requiring any technical ability.

Custom Permissions

Set granular permissions for Collectors and Supervisors to view and input information, eliminating questionnaires.

Collaboration Area

A place for all members to share files and add comments to ensure everyone is on the same page, rather than getting lost in email chains.

Follow Up In-Platform

Follow up with members and include specific notes, feedback, and helpful attachments directly in the platform.

Policies Reporting

Global and Local Policies Reporting

Review policy summaries and easily monitor global and local policies in a single platform that allows to consolidate all values in any currency of choice.

Client Portal

Producing brokers can immediately connect clients to their policy information with virtually no extra time or energy.

Track

Identify which brokers have not uploaded a requested document and allow the producing broker to send them a reminder.

Analysis Features

Consolidation Mode

Instantly consolidate all financial data to convert into selected currency of choice based on current rates or historical rates at set dates.

History Mode

Easily compare and calculate existing values against historical data across multiple datasheets.

Variation Mode

Select between percentage or amount variations across historical data to get an immediate snapshot of your data.

Find out how Collexter can help your business.