Insurance keeps risk visible and surprises to a minimum
Insurance is one of those things that only gets attention when something goes wrong. Our features give teams a clear way to manage coverage, claims, and renewals before problems show up. By keeping policies current, claims visible, and audit data organized, Insurance helps reduce exposure, control costs, and avoid last-minute scrambles.
Core Resources in Insurance
Insurance Policies
Store coverage documents and track policy status so teams always know what's active.
- Policy document storage
- Coverage details
- Renewal date tracking
- Policy status visibility
- Reduced coverage gaps
Insurance Claims
Track workers comp, auto, and other claims with clear status and deadlines.
- Claim status tracking
- Deadline visibility
- Claim documentation
- Ongoing claim oversight
- Reduced risk
Insurance Quotes
Manage renewal quotes and compare coverage and pricing side by side.
- Quote storage
- Side-by-side comparison
- Coverage evaluation
- Pricing visibility
- Better renewal decisions
Audit Reports
Prepare for annual audits without the scramble. Organize payroll, COIs, and claims data.
- Audit-ready reports
- Payroll data organization
- COI tracking
- Claims summaries
- Faster audit preparation
Risk and Cost Visibility
See exposure and costs across policies and claims to spot issues early.
- Exposure awareness
- Cost tracking
- Early risk identification
- Fewer surprises
- Better control
Insurance is part of the Property module
Our features are organized into modules that help you command every part of your business—People, Property, Pipeline, Performance, and Process. Everything works together to save time, reduce frustration, and drive the business forward.
Property
Protect the assets that keep jobs moving — vehicles, equipment, inventory, and insurance — with the visibility to prevent surprises. The Property module helps teams reduce downtime and risk by keeping readiness, accountability, and compliance clear across every physical resource.
Learn MoreStay covered without the chaos
Track policies, claims, renewals, and audits in one place so risk stays visible and surprises stay rare.