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RiskTools Reinsurance Suite from RiskTools
A comprehensive suite that allows for effective treaty management, claims monitoring, and reporting, aimed specifically at the reinsurance sector.
Product analysis by function
Treaty Management Software for Reinsurance
Applications that document reinsurance treaty terms, track renewal dates, and manage the negotiation process with reinsurance partners.
More Treaty Management Software
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Core Treaty Documentation & Management
(8 Yes /8 Known /11 Possible features)
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Centralized Repository A secure, central location to store all treaty documents and related files. |
Product documentation and marketing materials describe a centralized and secure document repository as a core offering. | |
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Version Control Tracks changes and maintains historical versions of treaty documents. |
Feature list mentions robust version control for treaty documentation to audit changes. | |
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Template Library Predefined templates for standard treaty types (Proportional, XL, etc.). |
Product overview highlights template libraries for various treaty types, supporting standardization. | |
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Clause Library Repository of standard and custom reinsurance clauses for flexible treaty drafting. |
Mentions a clause library to aid flexible treaty drafting, in both product brochure and web page. | |
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Document Import/Export Upload and download treaty documents in popular formats (Word, PDF, etc.). |
Upload/download capability for Word/PDF included explicitly in documentation and release notes. | |
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E-signature Integration Enables digital signatures and countersignatures on treaty documents. |
No information available | |
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Audit Trail Maintains a detailed log of all actions taken on a document. |
Audit logging and trails are called out for compliance and traceability throughout the platform. | |
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Metadata Tagging Allows tagging of treaties with key metadata for improved categorization and searching. |
Metadata tagging of treaties is referenced as a search and categorization feature. | |
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Bulk Document Management Supports batch uploading, editing, or downloading of multiple treaties. |
Bulk document upload and management (batch actions) is highlighted on the product site. | |
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Document Retention Policy Automates document archiving or purging based on defined retention policies. |
No information available | |
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Automated Document Comparison Ability to compare two versions of a treaty to highlight differences. |
No information available |
Renewal & Expiry Management
(7 Yes /7 Known /10 Possible features)
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Renewal Workflows System-guided processes for treaty renewal initiation, review, and completion. |
Renewal workflow capabilities are described as system-guided with stepwise tracking. | |
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Expiration Alerts Automated notifications prior to treaty expiry. |
System sends expiration alerts to relevant users according to documentation. | |
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Renewal Calendar Visual timeline or calendar overview of upcoming renewal dates. |
Renewal calendar/visual timeline screens are shown in public product demos. | |
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Automated Reminders Scheduled reminders for key renewal milestones. |
Automated reminders are described as a key feature for task and deadline management. | |
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Customizable Notification Rules Ability to set different alert types for various treaty types or partners. |
No information available | |
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Renewal Documentation Generation Prepares renewal documentation with pre-populated existing treaty information. |
Capability for automated renewal document generation with pre-population is claimed in marketing materials. | |
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Renewal Tracking Dashboard Status monitoring for renewals in progress, overdue, or completed. |
A renewal tracking dashboard is featured in screenshots. | |
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Escalation Management Auto-escalates overdue renewals to managers or defined escalation chains. |
No information available | |
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Bulk Renewal Processing Allows batch processing or review of multiple renewals. |
No information available | |
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Renewal Progress Analytics Dashboards and reports showing renewal completion rates and delays. |
Reporting dashboards include analytics for renewal progress and completion rates. |
Negotiation & Communication Management
(6 Yes /6 Known /10 Possible features)
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Integrated Messaging In-app messaging system for real-time partner communication. |
Integrated secure messaging is marketed as a feature for real-time communications. | |
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Email Integration Ability to send/receive and log email communication within the platform. |
No information available | |
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Negotiation History Comprehensive log of negotiation steps, offers, and counteroffers. |
Comprehensive negotiation history logs are demonstrated in guided demo videos. | |
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Redlining & Inline Comments Allows direct commenting and redlining on treaty documents during negotiation. |
Redlining and commenting on documents referenced in both UI walkthroughs and documentation. | |
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Task Assignment Assigns negotiation tasks or actions to users with due dates. |
No information available | |
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Approval Workflows Configurable processes for internal approvals during negotiation. |
Configurable approval workflows described for negotiation and policy lifecycle. | |
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Collaboration Tools Shared workspaces or discussion boards for treaty negotiation teams. |
Collaboration workspaces for negotiation teams are stressed in marketing material. | |
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Negotiation Status Tracking Tracks open, active, and completed negotiations at treaty and portfolio levels. |
Negotiation status tracking is shown within the dashboards and status columns in the platform. | |
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Dynamic Access Control User permissions based on negotiation stage, counterparty, or role. |
No information available | |
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Comment Search and Filtering Find and filter specific negotiation comments or threads. |
No information available |
Data Management & Integration
(5 Yes /5 Known /10 Possible features)
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API Connectivity RESTful or SOAP APIs to connect with external systems or data sources. |
Product factsheets highlight REST APIs for external connectivity. | |
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Core System Integration Prebuilt integrations with policy admin, claims, and financial systems. |
Integration connectors for policy admin, claims, and accounting mentioned in solution sheet. | |
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Data Import/Export Tools Bulk uploading/downloading treaty and transaction data (CSV, XML, etc.). |
Bulk import/export tools (CSV/XML) featured in technical specs. | |
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Master Data Management Centralizes maintenance of cedents, reinsurers, brokers, jurisdictions, etc. |
No information available | |
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Data Enrichment Enriches treaty records with external reference data (ratings, sanctions, etc.). |
Data enrichment (e.g., sanctions, ratings) is claimed in integration highlights. | |
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Data Validation Rules Automated checks ensure treaty data completeness and correctness. |
No information available | |
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Data Access APIs/Feeds Real-time or scheduled data feeds for reporting and analytics. |
No information available | |
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Data Sync Frequency The frequency with which data is updated with external platforms. |
No information available | |
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Data Lineage Tracking Ability to trace the origin and changes of treaty data records. |
No information available | |
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Custom Field Support Ability to define, manage, and report on custom fields. |
Custom field creation and support referenced in configuration overview. |
Reporting & Analytics
(8 Yes /8 Known /11 Possible features)
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Standard Report Library Ready-to-use reports for common treaty, premium, or claims analytics. |
Standard treaty and claim report library called out in product documentation. | |
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Ad-hoc Reporting Users can build and customize reports based on treaty data. |
Custom/ad hoc reporting capability mentioned as a key value in product site. | |
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Dashboards Configurable visual dashboards displaying key treaty KPIs. |
Dashboards demoed in product walk-throughs and screenshots. | |
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Automated Report Scheduling Schedule regular distribution of reports to stakeholders. |
No information available | |
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Export to Excel/CSV/PDF Ability to export reports in multiple formats for offline analysis. |
Export to Excel, CSV, and PDF available for all reports according to online help. | |
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Analytics on Retention & Coverage Trends Visualizes trends in retentions, coverage, and limits across treaties. |
Retention and coverage trend analytics are included in analytics overview. | |
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Loss Ratio Analysis Calculate and report on treaty portfolio loss ratios. |
Loss ratio analytics displayed in standard reporting module. | |
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Premium & Claims Aggregations Aggregates premium and claims data at treaty, program, or portfolio level. |
Premium and claims aggregation available at treaty and program level, as per platform user guide. | |
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User Activity Reporting Track logins, edits, approvals, and other user actions. |
No information available | |
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Data Visualization Charts and graphs for quick visual insights. |
Product screenshots and documents show data visualization graphs and charts. | |
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Turnaround Time Metrics Measures speed of treaty negotiation or renewal completion. |
No information available |
Security & Compliance
(4 Yes /4 Known /10 Possible features)
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Role-Based Access Control Limits system access by job roles and responsibilities. |
Role and responsibility-based access control is described under Security section. | |
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Audit Logging Comprehensive logs of all user/system activity. |
Audit logging for all user actions and changes described for compliance use cases. | |
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Data Encryption Encryption of data at rest and in transit. |
Data encryption at rest and in transit is specified as a security standard. | |
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Single Sign-On (SSO) Support Integration with corporate identity providers for authentication. |
No information available | |
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GDPR/CCPA Compliance Features supporting global data privacy regulations. |
No information available | |
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Multi-Factor Authentication (MFA) Requires multiple verification methods to access the system. |
Multi-factor authentication (MFA) described as supported via integrations. | |
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User Access Review Workflow Supports periodic review and certification of user access rights. |
No information available | |
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Data Masking Obfuscates confidential fields from unauthorized users. |
No information available | |
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Automated Policy Enforcement Enforces security and data governance policies system-wide. |
No information available | |
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Regulator Audit Ready Reports Standard reports for regulatory review and audits. |
No information available |
Workflow & Process Automation
(6 Yes /6 Known /10 Possible features)
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Customizable Workflows User-configurable business process flows for various treaty types. |
Workflow configuration UI shown in demo and referenced in documentation. | |
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Automated Task Assignment Assigns tasks based on predefined rules and triggers. |
No information available | |
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Process Visibility Shows current status and ownership of all in-progress treaties. |
Workflow status and owner can be viewed for all treaties in progress. | |
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Approval Routing Flexible approval chains and conditional approvals. |
Approval workflow routing can be designed in the platform for treaty processes. | |
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Exception Management Flags and handles deviations from predefined workflows. |
No information available | |
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User Notification Automation Automatically notifies users of required actions throughout lifecycle. |
Automated platform notifications for next actions and approvals frequently mentioned. | |
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SLA Tracking Tracks process completion against service level agreements. |
No information available | |
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Workflow Audit Trails Logs all workflow transitions and user decisions. |
Workflow audit logging included in compliance and process audit documentation. | |
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Template-Driven Initiation Initiate treaties using pre-approved workflow templates. |
Treaty creation can utilize templates for standard workflows. | |
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Bulk Workflow Actions Capability to trigger workflow events for multiple treaties simultaneously. |
No information available |
User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-navigate UI requiring minimal training. |
Modern web interface and positive user feedback about usability suggest an intuitive UI. | |
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Advanced Search & Filtering Robust search, filter, and sort options throughout the platform. |
Advanced search and filtering available throughout the product. | |
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Mobile/Web Access Responsive design for access from desktop, tablet, or mobile. |
Cloud-based platform is fully accessible on web and mobile browsers. | |
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Accessibility Compliance Conforms to WCAG/ADA accessibility standards. |
No information available | |
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Personalization Options User can customize dashboards, views, and notifications. |
Users can personalize dashboards, email alert settings, and summary views. | |
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Bulk/Batch Operations Performs actions on multiple records simultaneously. |
Bulk/batch operations are repeatedly cited for document and treaty actions. | |
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Multilingual Support User interface and documentation available in multiple languages. |
No information available | |
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Contextual Help & Guidance In-app help, tooltips, and user guides contextualized to current screen/process. |
In-app contextual help and tooltips are included according to online help. | |
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Customizable Dashboards Users can create or adjust dashboard widgets and layouts. |
No information available | |
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Collaboration Features Tag/share treaties and leave comments for co-workers. |
Treaties can be tagged/shared and commented on for team collaboration. |
Scalability & Performance
(0 Yes /0 Known /10 Possible features)
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Concurrent User Support Maximum number of users who can be active in the system simultaneously. |
No information available | |
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Transaction Processing Speed Average time to save, retrieve, or update treaty data. |
No information available | |
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System Uptime SLA Guaranteed system availability by vendor/service. |
No information available | |
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Horizontal Scalability Ability to add nodes/computing resources as data or user base grows. |
No information available | |
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Data Storage Capacity Maximum supported volume of treaty data/files. |
No information available | |
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Backup & Recovery Time Objective (RTO) Maximum time to recover from a system failure. |
No information available | |
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Disaster Recovery Platform provides comprehensive disaster recovery options. |
No information available | |
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Load Balancing Distributes traffic to maintain optimal performance. |
No information available | |
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Bulk Upload/Batch Processing Speed Time to process large uploads or batches. |
No information available | |
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Elastic Resource Allocation System automatically scales resources up/down based on demand. |
No information available |
Implementation & Support
(5 Yes /5 Known /10 Possible features)
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Implementation Timeline Average time needed for system rollout. |
No information available | |
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Onboarding Tools Self-service or guided onboarding for new users and administrators. |
Onboarding wizards and admin onboarding tools featured in product overview. | |
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Comprehensive User Training Access to detailed training materials, videos, or instructor-led sessions. |
Comprehensive user and admin training materials available per vendor website. | |
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Configuration Flexibility Degree of configurability of the platform without vendor intervention. |
Many configuration options available without vendor, as per technical detail sheet. | |
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Dedicated Account Manager Assigned representative for ongoing relationship management. |
Dedicated account manager assigned for ongoing relationship (mentioned in customer support FAQ). | |
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24/7 Helpdesk Support Technical support availability around-the-clock. |
No information available | |
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Customer Success Program Proactive outreach and best practice sharing by vendor. |
No information available | |
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Online Knowledge Base Self-service documentation and FAQs available to users. |
Self-service online knowledge base and searchable FAQs available to all users. | |
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Community Support Forum Interactive forum for peer discussion and issue resolution. |
No information available | |
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Service Level Agreements (SLAs) Vendor provides contractual uptime/support assurances. |
No information available |
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