Risk pool administration software

Everything your pool runs on, in one system.

Six modules on one data model: members, assets, coverage, contributions and claims. Run all of them, or start with one and add the rest when you're ready.

Asset management

Every asset. Every member. Always current.

Buildings, vehicles and equipment for every member in one place, with stated and insurable values and a history of every change. Mid-term additions and deletions are recorded as they happen, so renewal starts from current data.

  • Buildings and contents, licensed vehicles, off-road equipment. Each with its own fields and values.
  • Stated and insurable values tracked side by side, with history.
  • Depreciation applied to insurable values.
  • Mid-term changes with a full audit trail.

Contribution engine

Contributions calculated the way your pool bills.

Build each rate from your own data: building and content values, per-item rates, loss counts, member totals. Combine them into formulas without writing code, and check the result before it reaches an invoice.

  • Formulas from data points and functions, generated for you or written by hand.
  • Manual entries and special cases where a member needs one.
  • Versioned calculations. Prior-year contributions stay exactly as they were run.
  • Invoices and renewal packets produced from the results.

Member portal

Members manage their own data. You stay in control.

Members submit assets, report incidents and pull their own documents without calling your office. You decide how much review their changes need: approve every change, review only the changes that cross thresholds you set, or let changes through automatically.

  • Add and update buildings, vehicles and equipment.
  • Report incidents with details and files.
  • Request certificates and download policies and documents.
  • Your choice of review: all changes, only flagged changes, or none.

Claims

The full claims lifecycle, first notice to closure.

First and third party claims and incidents, with reserves, quotes, payments and transactions tracked against each claim. Loss runs come straight from the same data, so nobody rebuilds them in a spreadsheet.

  • Incidents, loss notices and claims in one record.
  • Reserves, payments, check numbers and deductibles.
  • Quotes linked to reserve entries.
  • Loss run reporting built in.

Certificates & documents

Every document your pool produces, generated from your data.

Issue certificates of coverage one at a time or in bulk, along with policy change notices, renewal packets and invoices. Documents come from the records you already keep, so there is no copying and pasting into templates.

  • Bulk certificate generation for a member's equipment or vehicles.
  • Certificate holder records you reuse every time.
  • PDF output and delivery for every document type.

AI reporting

Ask your pool a question. Get the answer from live data.

The AI in Risk Pool Pro works on your pool's own data and sits inside the screens your staff already use. It is not a separate dashboard.

Plain-English reporting

Loss runs, reserve summaries, contribution history and member reports from a typed question. No SQL and no export.

Claim summaries

Each incident and claim gets a short summary of what happened, who is involved and where it stands.

Document parsing

Drop in an invoice or a quote and the fields fill themselves in for your staff to check.

Claim hotspots

Claim locations are read, cleaned up and mapped, so repeat problem roads and sites show up early.

“If it's not the right fit, we'll tell you that.”

See how it would work for your pool.

We'll walk you through Risk Pool Pro, answer your questions, and tell you plainly whether it fits.

Request a demo