Insurance management

Insurance management:

centralize your policies, manage your claims, negotiate based on facts.

Scattered policies, missed deadlines, outstanding claims: Delta RM consolidates your portfolio for your field teams and headquarters

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Operational Resilience

Say goodbye to Excel chaos. Embrace structured management of your insurance portfolio.

Multiple policies, various brokers, complex claims: Delta RM consolidates your portfolio in real-time so that your coverage finally reflects your actual exposure.

Operational Resilience
Your policies under control. Your renewals anticipated.

Maturity, renewal alerts, deductibles, limits, exclusions: every contract viewable in one click, including Professional Liability, Cyber, D&O, and Property Damage.

Dynamic Mapping
From declaration to settlement. In a single tool, without re-entry.

Every step of your claims is handled in the same tool, without re-entry. Your statuses are consolidated in real-time. The history is accessible in one click.

Dynamic Mapping
Align your coverage with your actual exposure.

Your mapped risks are cross-referenced with your coverages. Each claim is linked to its originating risk. Gaps are revealed, allowing you to justify each renewal with data.

Dynamic Mapping
Connected to your brokers. Natively.

Native EDI with WTW, Aon, DIOT-Siaci, Bessé, Filhet Allard. Automated exchanges, standardization, consistency checks. Direct and secure communication, without manual export.

The platform in action

An insurance portfolio managed as a strategic asset.

Policies, claims, due dates, premiums, payouts: everything in one dashboard. Prepare your negotiations with insurers based on reliable, documented, and auditable data.

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From mid-market to large corporations. They manage their insurance strategy with Delta RM.

Key features

A tool designed for every reality, from the Insurance Director of a large corporation to the CFO of a mid-sized company.

Delta RM reduces insurance portfolio complexity. Its simple interface can be shared with your broker, CFO, and Executive Committee, without reformatting.

How Delta RM Transforms Your Insurance

From insurance program management to strategic optimization, all in one tool.

Designed with Risk Managers to help them negotiate renewals, manage complex claims, and defend their insurance budget.

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Policy Register
Centralized Register: Policies, Premiums, Commissions, Coverages

Record coverages, deductibles, limits, and premiums by insurer and subsidiary. Alerts at 90, 60, and 30 days. No automatic renewals.

Claims Management
Claims Management: From Reporting to Loss Ratio

Report directly from the incident. Link each claim to its policy by type, risk category, or year. Automatically calculate your loss ratios by entity, branch, or insurer.

Coverage Analysis
Coverage Analysis: From Gap Identification to Financing Strategy

Cross-reference your ERM risks with your coverages. Identify areas of under-coverage. Quickly simulate your insurance budget and defend your strategic decisions before the Executive Committee.

Insurable Value Collection
Insurable Value Collection Campaigns, Without Emails or Spreadsheets

Organize your surveys across all your entities. Each subsidiary receives a customized questionnaire. Data is automatically consolidated to calculate your premium bases.

Executive Reporting
Insurance Reporting: Loss Experience, Premiums, Commissions, Multi-Year

Consolidate and compare your data over multiple years. Loss ratio, premium-to-claims ratio, and premium and commission status by subsidiary: your dashboards are ready for negotiation and decision-making.

Insurance AI Agent
Your documents analyzed. Your fields populated. You decide.

Import a policy or endorsement: the AI agent automatically extracts and populates key fields in your program. It assesses the completeness of your claims files, detects missing documents, and evaluates the compliance of your evidence before transmission to the insurer.

How we structure your insurance management. In 3 steps.

1

Expert Scoping

We analyze your existing process together. We structure it within Delta RM without reinventing everything.

2

Collaborative Rollout

We train your field teams and Risk Managers. In just a few hours, everyone knows how to report an incident and track its resolution.

3

Continuous Monitoring

We help you leverage your incident data to enhance your risk management and demonstrate the value of your program.

The complete platform

Start with one module.

Activate the others at your own pace.

That's collective GRC.

Delta RM connects your incidents to your risks, insurance, and audit missions, without re-entry. Everything is connected.

Risk Mapping
Incident Management

Measure the impact of your incidents on your ERM risk profile. A serious incident automatically recalculates your net exposure.

Insurance Management
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Report your claims directly from an incident. Build your file without re-entering data.

Internal Control
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A failing control can trigger an incident. Connect the two to detect patterns and strengthen your control mechanisms.

Internal Control
Internal Control

Your most critical incidents automatically feed into your audit plan. Close the loop between on-the-ground reality and audit missions.

USE CASES

They transformed their incident management with Delta RM.

Organizations that have replaced emails and spreadsheets with a structured, traceable process connected to their risk mapping.

Methods & Best Practices
Insurance, Policies & Claims
2
min read
A new way to view your policies

Digitalization offers a new way to approach insurance policy management

While remaining simple and efficient, digitizing your insurance policies allows for:

Read the article
Category
Category
2
min read
A new way to view your policies

Digitalization offers a new way to approach insurance policy management

While remaining simple and efficient, digitizing your insurance policies allows for:

Read the article

Frequently asked questions about incident management

Questions asked by Risk Managers, CIOs, and compliance teams before choosing their incident management tool.

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