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.
Quickly create, import, and edit datasheets with dynamic filtering, without requiring any technical ability.
Set granular permissions for Collectors and Supervisors to view and input information, eliminating questionnaires.
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.
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.
Producing brokers can immediately connect clients to their policy information with virtually no extra time or energy.
Identify which brokers have not uploaded a requested document and allow the producing broker to send them a reminder.
Instantly consolidate all financial data to convert into selected currency of choice based on current rates or historical rates at set dates.
Easily compare and calculate existing values against historical data across multiple datasheets.
Select between percentage or amount variations across historical data to get an immediate snapshot of your data.