Take your insurance and claims management to the next level

Integrating insurable risk management with insurance policies and claims management
Automate data collection as much as possible
Centralize and organize all your documents (contracts, guarantees, etc.) related to policies and claims
Optimise your management and monitoring capacity via alerts and indicators
Consolidate and compare your data over several years
delta RM insurance management
delta RM insurance management

Policy and Premium Management

Improve the robustness of your business tools and your ability to track and understand the policy and claims management chain through key functionality.

Essential functionality
- Enter a global premium base to be reported
- Determine a distribution key for reallocation of premiums between entities, beneficiaries and payers.

Statement of premiums per policy, per insurer, per subsidiary
Statement of commissions per policy, per broker, per subsidiary


The methodological approach and business connections allow you to attach claims to policies based on several criteria (year, policy type, risk category, etc.).

In the case of an event involving several claims (liability, damage, business interruption), you can group the claims by common causes and consolidate the financial amounts.

Ranking of largest claims by year
Statement of claims by entity, by branch, by risk
Calculation of loss ratios
delta RM insurance management
delta RM insurance management

Collection of values

As part of the contractualisation or renewal of policies, organise your campaigns to collect insurable values.
Collect the data required by brokers or insurers from your various entities throughout the world.

Avoid email exchanges, data consolidation in a spreadsheet, and manual archiving of your work.
The tool allows you to monitor the progress of campaigns in real time and to program reminders and notifications.

Customise your data collection questionnaire
Easily manage your campaigns
Check the accuracy and consistency of information
Consolidate responses to calculate premium bases

Our functional coverage

Collection of values
  • Create questionnaires to automate data collection
  • Administering contributors, validators, and readers
Email alerts during campaigns
Exploitation of N-1 questions/answers
Managing changes in scope each year
Automated consistency checks
  • Reporting and cross-sectional analysis of values
Summary of responses by entity
Summary of responses by entity
Grouping of values by country
Policies and Claims
  • Programme and policy identification
Input of policies containing the main features of the contract
Entering information on insurers and brokers
Entry of premiums and breakdown
  • Reporting and qualifying claims
Causes and consequences
Linking the incident to several criteria
Follow-up of the expert assessments
Monitoring of financial transactions
Action plan
Grouping of claims
Features included in all products

These features are enabled in all cases to work efficiently, your way.
Don't waste time switching between tools!
In DELTA RM, all your essential tools are at your fingertips and quickly accessible.

Searching, filtering, and sorting
Alerts, reminders and notifications
Graphical dashboards
History of changes
User management
Customisable enablers
Confidentiality by perimeter
Multi-axis entity tree (organisational, legal, geographical)
Documentary space
Customisation of drop-down lists