Renewal prep
Reconciles the statement of values against your property list and flags coinsurance and vacancy gaps.
Roles
Risk Manager
a professional who protects a company from loss by managing insurance coverage, incident reporting and claims with carriers
Your job, minus the screen work
You keep losses survivable. That means buying the right coverage, reporting claims on time, proving them with documents, and tracking certificates, licenses and inspections. In many companies you are the whole department.
Where your week goes
renewals2
- Rebuilding the statement of values from last year's spreadsheet
- Tracking proof-of-loss deadlines on sticky notes
claims2
- Retyping incident emails into carrier portals, one form at a time
- Chasing vendor and tenant insurance certificates
compliance2
- Hunting for mitigation invoices when the adjuster asks
- Answering lender insurance questions from memory
What an agent takes over
Claim intake
Turns an incident report into a drafted loss notice with the right policy and form.
Claim file building
Collects invoices, estimates and photos into the claim folder as they arrive.
Deadline tracking
Watches proof-of-loss and reporting clocks and reminds you well ahead.
Certificate monitoring
Tracks vendor and tenant certificates and expiration dates across portals.
What stays with you
you decide
- Coverage design, limits, deductibles and retentions
- Broker and carrier negotiation at renewal
- Coverage disputes, settlements and litigation strategy with counsel
- Signing every sworn statement and building the safety culture
Apps you already juggle
Your construction or property platform, insurance and broker portals, compliance trackers, safety apps, training systems, Outlook, Excel and SharePoint. Product →
- construction and property platform
- insurance and broker portals
- compliance trackers
- safety apps
- training systems
- Outlook
- Excel
- SharePoint
A week, before and after
Before
- Retype incident emails into carrier portals.
- Dig through inboxes for invoices the adjuster wants.
- Track deadlines on a sticky note.
After
- Approve drafted loss notices with the incident report beside each one.
- Open claim folders that filled themselves.
- Spend the hours with brokers, adjusters and site teams.
See every workflow for your role
Explore every insurance, claims, certificate and compliance workflow mapped for risk managers.
Risk Manager workflow catalog 25 construction · 28 property managementNo prompts. No babysitting. No Integrations.