Service Provider

Managing claims or a captive program on behalf of multiple clients means keeping each relationship distinct - RiskVille’s CRM gives you one system to track every client, program and contact, without one client’s data bleeding into another’s. It’s built for how third-party administrators and captive managers actually work: several books of business, one platform.

Policy documents issued on a carrier’s or captive’s behalf need to be consistent every time. RiskVille’s policy generator applies the right branding, underwriting details and merge fields automatically, so no matter who on your team issues the policy, it comes out the same way.

Billable hours on a claim or case are easy to lose track of when you’re juggling several clients. RiskVille’s built-in time tracking logs time against the right record as the work happens, so nothing gets estimated after the fact. That level of detail holds up the moment a client or a carrier asks for it.

Running claims for more than one client or program at once is the normal day for a Third-Party Administrator or Captive managers - RiskVille keeps every claim visible from first notice of loss to close, with AI-assisted reserving that flags a realistic reserve early instead of after months of drift. One dashboard across every program makes it easier to stay ahead of the Service Level Agreement your carrier clients hold you to.

Keep every service-related document organized in one place, in the format and structure each client requires. RiskVille attaches files to the right client and case, GDPR-compliant by design, so the file is already assembled the way a carrier expects it the moment they ask.

Send and receive client and carrier emails directly through RiskVille, with every message automatically logged to the right case or policy. Your team gets the full history behind any request without digging through separate inboxes.

Every client or captive program carries a different risk profile, and a one-size-fits-all template rarely fits any of them well - RiskVille’s risk management module lets you define the fields and structure each program actually needs, then keep that data current as exposures change. It adapts to your book of business, not the other way around