PI renewal support with InfoTrack – 10 Feb, 2023 11:00 AM
Professional Indemnity Insurance renewal can be stressful and usually involves significant resources to compile the data required by insurers. However, providing the insurer more information about your processes can significantly reduce your premiums.
Join us as we explore how InfoTrack can help through reporting’s extensive capabilities and integrations to make the renewal process more straightforward, helping your team answer insurers’ questions with ease and confidence. During this 30-minute session, we’ll touch on the following:
- Our PI-support report highlighting relevant processes and safeguards used to help keep you compliant across onboarding, post completion etc
- PII Data report providing an export of key risk factors (numbers of AML searches, the geographic split of customers etc.) for accurate renewal forms
- Real-time visibility of risk factors enables proactive management of issues as they occur
InfoTrack is a powerful digital conveyancing solution offering client onboarding, searches, post-completion, report on title and more.