Social Features

Share and collaborate on insurance documents

QuanTemplate supports live collborative editing.

Messaging and chat

The only messaging system tailored to the needs of brokers and underwriters. Subjectivities are built right in, and conversations are recorded for easy retrieval in the event of a claim.

Contacts

Discover other practitioners trading in your markets, build your profile and manage your business relationships.

Transact

Adaptable templates supporting key financial processes

Do business better and more efficiently with QuanTemplate’s suite of workflow tools for practitioners in broking, underwriting, claims, asset management and accounting.

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Underwriting, Broking and Reinsurance

Intuitive tools to manage claims, exposure and coverage. QuanTemplate manages the whole workflow, from client to claim.

Subjectivities

Subjectivities allow critical information to be ascertained and approved. Built right into Chat, they can be viewed in the context of a conversation – and one-click response means Subjectivities can be turned around in minutes.

Model Builder

Cutting edge analysis and forecasting environment

A new, simpler way to build financial models. Construct forecasts with drag-and-drop building blocks and point-and-click integration with high quality data sources.

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Comply

Integrated compliance and regulatory reporting

QuanTemplate has been designed from the ground up to automate and streamline compliance tasks and help fulfill regulatory obligations, including Solvency II.

Report Builder

Authority

Powerful tools to manage users across your organisation. Set permissions, monitor user activity, and deal with counterparties.

Reports

Easily generate reports and forms with QuanTemplate’s drag-and-drop interface. Bring in data and custom maps, then share your documents through QuanTemplate, or download a PDF styled to your organisation’s branding.

Document storage

Attach supporting documents to a risk with drag and drop. Upload and preview images, PDFs, or Microsoft Office files; make notes or snapshot a web page.

Secure recording and document history

All the changes you make in QuanTemplate are recorded; the History feature shows an instant view of previous versions and allows changes to be reinstated.

Data

Insurance intelligence

QuanTemplate is an all-in-one data offering that allows users to source, process and manage the data needed for sophisticated quantitative forecasting. In addition to storing user generated data, QuanTemplate provides feeds from third party and public data sources with variables in numerous categories, including:

— Insurance losses
— Market prices
— Credit ratings
— Macroeconomics
— Demographic
— Financial
— And many more...

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Secure Cloud

The QuanTemplate platform operates on the Amazon Cloud, the most reliable data storage system in existence. QuanTemplate adopts state of the art encryption and has ISAE 3402 certified security and controls.

Integrated data

With data from Thomson ReutersStandard & Poor’sA.M. BestCommodities Research BureauWorld Bank and many more sources, QuanTemplate provides the ideal platform for analysing risk and the market.

Access anywhere

With all data stored on the cloud users can securely access their data from any computer, anywhere.

All devices

QuanTemplate is a web application compatible with all desktops, tablets and other portable devices operating a modern browser.

Domiciled Storage

Users can choose to locate their data in one of 6 regions (EU, US, Asia, Australasia, Japan, LatAm). This ensures their data is stored securely in domiciles that meet their local regulatory requirements.