RCT Cloud

RCT Cloud is the heart of RCT's software ecosystem. RCT Cloud provides the ability to conduct targeted account selection and service, streamline workflows, generate detailed reports and analytics, improve team management, and more.

Account Management

Improve understanding of your insureds and increase consultative capacity by consolidating all account information into a single repository. View history, past recommendations, key contacts and more.

Business
Intelligence & Reporting

Select accounts, target initiatives, and improve understanding of your risks through RCT's analytics and business intelligence suite. Build beautiful analytics reports and dashboards for a variety of stakeholders.

Reports & Letters

Improve efficiency with configurable reports and letters that automatically fill relevant account and survey information. Provide professional and consistent documents to policyholders, agents, underwriters and more.

Management Tools

Easily review team performance and management items such as workload, insured satisfaction, and more. Quickly build management reports for review by executives.

Mobile Field Work

Complete work on a tablet or mobile device while in the field. In remote areas with limited internet access, complete work offline that will automatically be uploaded once a connection is reestablished.

Work Assignments

Automatically assign work to the most appropriate consultant or vendor based on pre-configured rules of your choosing. Filter by territory, area of expertise, current assignments and more.