Risk Exposure Values Collection.
Effective risk exposure management requires a secure, reliable and user-friendly platform to produce the greatest values accuracy.
For risk managers,
by risk professionals.
With 30+ years in the risk management and insurance industry, our team built Collexter to serve the unique needs of risk professionals, while maintaining high data integrity & quality, eliminating bottlenecks, and focusing on ease-of-use.
Collexter is a cloud based values collection service and policies reporting platform designed for risk and insurance professionals to quickly gather, organize, and review data throughout their organization within a single source of truth.
Values 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.
