Platform features
Built for every step of your renewal.
From collecting values across entities to consolidating and analysing them — all in one secure platform.
Values collection
Gather values from every location without spreadsheets or questionnaires.
Import your existing portfolio from a spreadsheet, then appoint collectors and supervisors for each location. Collectors get their own focused view with only the data they're responsible for.
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.
Import Your Portfolio
Bring in your existing locations and values from a spreadsheet, along with your contacts.
Collector View
Each collector sees only their assigned locations and can update them with simple double-click editing.
User & Time Stamps
Every change is recorded with who made it and when, for a complete audit trail.
Flexible Tables
Organize columns, pin key fields, apply taxonomy lists and define custom totals.
Policy reporting
Global and local policies, consolidated in one place.
Global and Local Policies Reporting
Collect and manage global and local policies information in a single platform that allows you to consolidate all values in any currency of choice.
Local Operations Portal
Local entities can update and access their information anytime, anywhere.
Track
Easily identify all entities that have not updated their policies information to send reminders and follow ups.
Data analysis
Instant consolidation, history, and variation insights.
Floating totals update as you filter, and history mode lets you calculate year-over-year growth across every location in seconds.
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.
Floating Totals
Totals follow your filters and selections so you always see the right sum.