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 Optimization: Predict & Prevent

Optimize the quantity and quality of the accounts serviced through RCT’s intelligent optimization platform, and expand the breadth of accounts reached with virtual engagement approaches. Use survey risk data, 3rd party sources and RCT’s Rules Based Prioritization Engine to predict and target your highest risk accounts.

Risk Scoring & Smarter Decision Making

Calculate advanced risk scoring to assist in underwriter decision making. Automatically add recommendations based on risk data, or flag high risk accounts based on risk scores, recommendations, and more. Automate workflows and call 3rd party systems based on a variety of factors, or utilize External Decision Engines through RCT's APIs.

Connected Ecosystem

Easily connect RCT into your current ecosystem, including Policy Admin, Claims, CRM, Data Warehouse and other systems. Out of the box integrations combined with public API’s allow for simplified integrations, and RCT regularly expands its out of the box integrations with key 3rd party value-add applications such as Power Automate, based on evolving customer needs.

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.