Risk prevention

Prevention:

Manage your visits, KRIs, and program, from individual sites to the entire group.

No more visit reports stored in a drive. No more KRIs in Excel. Delta RM structures your prevention policy, deploys it across your subsidiaries, and provides evidence for your insurers.

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Operational Resilience

From reporting to action plan. Without wasting time.

When an incident occurs, every minute counts. Delta RM structures reporting, centralizes analysis, and connects the event to your GRC framework.

Operational Resilience
Reporting in 2 clicks, from the field or the office.

Your operational staff report an incident from their smartphone, without training. The form adapts to the severity, guides data entry, and collects only essential information.

Dynamic Mapping
Causes, impact, traceability. All in one tool.

Conduct your analysis directly in Delta RM. Assess the financial, operational, and CSR impact. Every step is timestamped and traceable for your auditors.

Dynamic Mapping
Your early warning signs become visible. Before the crisis.

Your incidents inform your ERM mapping. Recurring incidents reveal a net risk level. You identify patterns before they become critical.

The platform in action

KRIs and alerts that escalate information from the field to the corporate level.

Your prevention indicators are live, fed by real-time field data, and readable by your Risk Management Department and Executive Committee, without reprocessing or reformatting.

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From mid-sized companies to large enterprises. They streamline their incident management with Delta RM.

Key features

Everything you need to manage the unexpected, without improvising.

Designed by risk professionals who have managed real-world incidents. Each feature addresses a concrete problem.

How Delta RM Transforms Your Insurance

From insurance program to strategic decision-making, 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 by subsidiary. 90, 60, and 30-day alerts. No automatic renewals.

Claims Management
Claims Management: From Reporting to Claims/Premiums Ratio

Report from the corresponding incident. Link each claim to its policy by type, risk category, or year. Automatically calculate your claims/premiums ratios by entity, line of business, or insurer.

Coverage Analysis
Coverage Analysis: From Coverage Gaps to Funding Strategy

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

Collection of Insurable Values
Insurable Value Collection Campaigns, Without Email or Spreadsheets

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

Management Reporting
Insurance Reporting: Loss Ratios, Premiums, Commissions, Multi-year

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

AI Insurance 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.

AI Prevention Agent
Your reports analyzed. Your recommendations substantiated. Your insurers convinced.

Upload your inspection reports: the AI agent analyzes the completeness and consistency of your on-site evidence (photos, observations, action plans). It assesses whether each recommendation is sufficiently documented, identifies gaps, and generates a structured prevention file, directly usable in insurance negotiations.

How we structure your prevention program. In 3 steps.

1

Expert Framing

We audit your existing insurance portfolio with you (policies, ongoing claims, claims history). We structure the nomenclature and processes in Delta RM without starting from scratch. Your existing Excel data is migrated.

2

Collaborative Rollout

We configure Delta RM according to your portfolio and processes. Your teams (Risk Manager, CFO, insurance assistants) are operational. Your brokers can be invited with limited access as soon as it goes live.

3

Continuous Monitoring

We help you leverage your claims data to better negotiate your renewals. Present concrete, impactful arguments to insurers.

The complete platform

Start with one module.

Engage others at your own pace.

That's collective CRM.

A claim triggered by an incident. Cross-referenced coverage with your mapped risks. Documented prevention for your insurers. That's integrated GRC.

Incident Management
Incident Management

Link each claim to the incident that triggered it. Build your claim file without re-entering data from incident management.

Risk Mapping
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Compare your actual exposure with your coverage. Identify uncovered risks and justify your coverage requests.

Risk Prevention
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Document your prevention actions to strengthen your case with insurers and obtain better terms.

Internal Control
Internal Control

Document your preventive controls and loss reporting for your auditors and regulators.

USE CASES

They transformed their insurance management with Delta RM.

Risk Managers and CFOs who replaced their Excel files and paper folders with a managed, auditable insurance portfolio connected to their real risks.

Methods & Best Practices
Insurance, Policies & Claims
2
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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:

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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 insurance management

The questions Risk Managers and CFOs ask before centralizing their insurance management in GRC software.

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