Modules

Modules

Quadra’s modules readily support the complex operations of insurance program management. Together, they make the wide array of features possible.

Assets

Structures

Maintain structure information including construction details, ownership, size, safety features, and values.

Vehicles

Manage vehicle information including ownership, financing/leasing agreements, ID cards, and vehicle classes.

Other Exposures

Manage other types of assets such as facilities, payroll, pension plans, healthcare plans, and more.

Items

Manage specifics on a variety of items including maintenance equipment, service bays and lifts, watercraft, or fine art.

Accounts

Account Details

Manage your organization's accounts, which includes adding and deleting accounts, moving and merging accounts, managing owner and contact information, and editing account information.

Accounts Receivable

Automate journal entries that reflect asset changes including added, dropped, or edited assets. Link this module to the Allocations module for automated invoice creation and distribution. Collect payments through a link to your bank.

Leases

Manage leases, including property details, lessee and lessor information, rent, deposits, extensions, and renewals.

Projects

Record details and document the progress of any type of project. Examples of projects include new construction projects, renovations, IT updates, real estate transactions, and more.

Overview

Dashboard

View top-level summaries, graphs, and maps, and access functions within specific modules.

Documents

Upload and manage all supporting documents for any module within Quadra.

Notes

Maintain useful supplementary information and manage tasks to enhance workflows.

Reports

Generate a wide variety of reports for export and quantitative analysis.

Allocations

Generate accurate insurance charges reflecting the total cost of risk (TCOR) across all accounts and create invoices. This module can be integrated with Quadra’s Accounts Receivable module or the client’s system.

Certificates

Property & Liability

Generate and renew certificates of insurance specifying coverage and terms. Choose from a selection of ACORD forms and automate data input.

Certificate Policies

Organize policy details used for generating certificates.

Master Policies

Combine several accounts under a single Master Policy for the same insureds.

Risk Management

Claims

Import claim data to help conduct loss analysis and support risk mitigation efforts.

Drivers

Maintain information on drivers and facilitate process for conducting background checks, store drivers’ license information, select which types of vehicles the drivers are authorized to operate, or update driver statuses.

Standards

Organize standards and other documents relating to best practices, safety, or company guidelines that are searchable for easy access.

Surveys

Create and publish surveys that can be used for data collection, inspections, or audits.

Show me more!

We'd love to discuss how Quadra can solve your insurance business needs.