Digital insurance broker reporting

If required, custom templates can be configured, with modules selected and arranged via the same drag and drop function used in bespoke reports. In both cases, components can be previewed before the template is generated, ensuring that specific modules align with defined needs. Once created, reports can be previewed before distribution. Files can be exported as PDF’s and shared via several channels, including email, corporate intranets, local servers or printed and delivered in face-to-face meetings.

Providing transparent insight through a report can focus conversations around specific factors that influence risk score. This can directly affect policy structure and lead to terms that are dependent on individual account performance. This ensures adequate coverage whilst mitigating high-risk factors that need investment. As those factors are identified, improvements can be implemented to improve risk profiles over time. As risk profiles improve, the relationship between the insurer and broker strengthens.

Blank reports can be customised with graphs and tables of your choice by dragging relevant modules from the left column onto the page.

Marsh is a global leader in insurance broking and risk management. In an exclusive partnership with Concirrus, Marsh created a new form of digital submission, combining insights from Concirrus’ Quest Marine platform with the experience of their brokers at the point of negotiation.

The reporting function within Quest Marine allows brokers to compile bespoke reports around specific risk. An in depth understanding of behaviour at vessel or account level can then be shared with partners to discuss terms as well as reinforce consultation directives.