Platform Features
Everything you need to run a modern insurance pool
Built specifically for insurance pools, cooperatives, and risk-sharing groups. No generic insurance software retrofitted with workarounds.
Core capabailities
Six interconnected modules that work together seamlessly
Member Management
Complete visibility and control over your member base
Centralized member directory with custom fields
Track member status, coverage tiers, and history
Document management for agreements and compliance
Member portal for self-service access
Automated member onboarding workflows
Membership renewal tracking and notifications
Asset Registry
Know exactly what you are covering, down to the detail
Multi-level asset hierarchy (properties, vehicles, equipment)
Custom asset classifications and tags
Appraisal tracking with historical values
Location-based risk scoring
Photo and document attachments
Bulk import and export capabilities
Policy Administration
Manage policies without the spreadsheet chaos
Policy lifecycle management from quote to renewal
Multiple coverage types within a single policy
Endorsement and mid-term adjustment handling
Policy document generation and storage
Coverage gap analysis
Automated policy expiration alerts
Premium Calculation
Transparent, auditable premium calculations you can defend
Formula builder with custom rating factors
Multi-year premium comparison and forecasting
Rate cap and floor controls
Credit/debit memos with full audit trail
Allocation modeling and what-if scenarios
Export calculations for board presentations
Snapshot System
Point-in-time views of your entire pool
Create snapshots for board meetings or renewals
Compare snapshots across time periods
Lock snapshots to preserve historical data
Snapshot-based reporting and analytics
Export snapshots for external review
Automated snapshot scheduling
Reporting & Analytics
Get answers without begging your IT department
Pre-built reports for common pool needs
Custom report builder with drag-and-drop
Interactive dashboards with drill-down
Scheduled report delivery via email
Board-ready presentation formats
Real-time data refresh
Enterprise-grade foundation
Enterprise Security
Bank-level encryption, SOC 2 compliance, and role-based access control
Audit Trails
Every change tracked with timestamp, user, and reason
API Access
Connect to your existing systems with our RESTful API
Data Migration
White-glove service to move your historical data
Data Ownership
Your data, your servers (if required), full export anytime
Compliance Ready
Built-in tools for regulatory reporting and board documentation
Built to integrate
RiskPoolPro connects with your existing systems
Accounting Systems
QuickBooks, Sage, and custom GL systems
TPA Systems
Connect to third-party claims administrators
BI Tools
Tableau, Power BI, and data warehouses
See these features in action
Schedule a personalized demo to see how RiskPoolPro handles your specific workflows