Active Insurance lower Claims and Increase Retention
Increase Insured Retention and Reduce Risk with AppEase’s Risk Management Plan Feature

AppEase Risk Management Planning Tool automates the creation of bespoke risk management plans for your insureds using their insurance application information and following your rules. By making specific, actionable plans for your account holders, you increase the likelihood of compliance and change insured perception of insurance purchase, as well as reducing risk and providing more in depth account auditing possibilities.


Frequently Asked Questions

Automated risk management planning improves insured retention by delivering tailored, actionable plans that help account holders address risk and demonstrate progress over time.

Yes. The workflow uses insurance submission data and configurable rules to generate risk management plans with less manual effort.

Risk planning can be connected with AI insurance submission software and automated underwriting solutions so compliance and account insights can feed renewal and auditing decisions.
Key Features and Benefits
Off-Renewal Value
  • Beyond Typical Renewals: Provide value to both agents and insureds beyond traditional renewal cycles by incorporating compliance data into renewal decisions.
  • Proactive Approach: Gain insights into insured behavior, foster stronger relationships and open new growth opportunities.
Customized Plans
  • Tailored to You: Get risk management plans that are customized to meet unique account needs based on application information.
  • Track Progress: Built-in progress monitoring ensures you stay informed and accounts stay on track to meet compliance goals.
Streamlined Planning
  • Simplified Process: Say goodbye to complex and time consuming planning with automated tools. Utilize account submission data to create plans that are immediately usable.
  • Drive Results: Make informed decisions quickly with compliance monitoring that can be included in your renewal or auditing processes.
Customizable
  • Adaptable to Your Needs: Customize your content to ensure relevance and maximize your insured compliance.
  • Easy to Manage: Our flexible platform is designed to help you easily manage how your risk management activities and content are deployed to minimize effort on your end and maximize relevance for your customers.

Get Started Now

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You can also explore our AI insurance submission software to connect risk planning with broader automated underwriting solutions and insurance document processing workflows.

Related Resources

Connect risk planning with full submission automation to improve underwriting outcomes and insured retention.

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