Live Dynamics data, secured per insurer

Every insurer request, in one secure workspace.

Dashboards, request tracking and bordereau reporting, sourced live from your Dynamics environment and available on any device.

Access is provisioned by your administrator.

Built around the insurer workflow

Certificate requested, queries raised, sent to insurer and issued — grouped in one view.

Search, sort and export the full request pipeline with status, payment and cover detail.

Premium, IPT, inspection and fee figures ready to download for monthly reconciliation.