Occusurv’s Risk Management Portal is designed to give insurers, brokers, and clients ongoing visibility of outstanding risk requirements and overall risk posture across a portfolio.
Survey outputs are automatically uploaded, allowing requirements to be tracked, communicated, and verified in a structured and auditable manner. Real-time dashboards highlight overdue or high-risk items, reducing the likelihood of unmanaged or deteriorating risk conditions.
By consolidating survey data, requirements, and compliance evidence in one system, the portal supports better oversight, clearer accountability, and more defensible underwriting decisions.
Once a survey is completed, the report is automatically uploaded to the portal.
Insurers can select specific requirements from the portal and send them directly to brokers or clients via email.
Brokers can upload proof of compliance or certifications directly to the portal, request deadline extensions, and complete requirements online.
Set automated reminders and deadlines to keep requirements on track and ensure timely completion.
Monitor outstanding and overdue requirements at a glance, so nothing is missed.
All survey data is utilized to visually represent the risks you are underwriting, highlighting high-risk areas and enabling a deeper analysis for a comprehensive view of your portfolio.
Saves Time: Automates manual processes, reducing the administrative burden on underwriters.
Improves Accuracy: Centralizes information to ensure no details are overlooked.
Enhances Communication: Simplifies interactions between insurers and brokers.
Boosts Efficiency: Provides tools to track progress, set deadlines, and send reminders, all in one place.
As of January 2025, we manage 3,469 requirements from 1,142 surveys.
This portal is a game-changer for insurers, offering a streamlined, efficient way to manage client requirements and ensure compliance in a timely manner.
Ready to simplify your requirements management process? Contact us to learn more or schedule a demo.
