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INSURANCE
PROGRAM CHART

Supports Layered and Quota Share Placements

 

Enter basic coverage information and automatically generate a program chart (a.k.a. "mud map") that fits the pieces together. Click on a box and a right-pane shows policy details.

01 / DRAWN TO SCALE

Automatically drawn to scale. You adjust the relative vertical scale to what looks best using a slider.

02 / HIGHLY CONFIGURABLE

Create multiple charts using the same coverage database. Apply different filters to show certain coverages or programs.

03 / SHOW CHANGE OVER TIME

Drag the date slider to show how limits, retentions and carrier participation has changed over the years.

Computer Monitor

USD $900

Annual License​

Unlimited Users

Single SharePoint Site

(Volume Licensing Available)

Insurance Program Chart
Ins Chart Video
Ins Chart
Ins Chart FAQ

FAQ

  • What versions of SharePoint are supported?
    Only Microsoft 365 SharePoint
  • How do I install your product?
    Register on this site and you will be directed to download page to retrieve the .sppkg file. That download page has detailed steps and a video tutorial. You will likely need to work with someone from IT who has SharePoint admin rights. They will go to SharePoint admin center > More features > Apps. Then click on App Catalog > Apps for SharePoint, and upload the .sppkg file.
  • What about security and system availability?
    Keep in mind your risk data is not on our servers. You control your own Microsoft 365 environment including user access. We highly recommend multifactor authentication. As far as our application, it is a SharePoint-hosted Add-In built using Microsoft’s SharePoint Framework (SPFx). With this understanding, your IT team will probably approve of it, but let us know if they have specific questions.
  • What operating systems and internet browsers are supported?
    Operating Systems: Windows 10/11 and macOS Browsers: latest versions of Chrome, Edge, Internet Explorer, Firefox and Safari
  • Can I customize the risk register?
    Yes! You can easily customize the Risk Register dropdown fields. Other modifications are possible with a little bit of SharePoint know-how.
  • Can I import my existing risk register?
    It is more copy and paste than import. First you customize the dropdown lists such as Risk Categories and Risk Owners using the exact text from your current register. You can then copy-paste entire columns from Excel into the SharePoint List using the Quick-edit capability.
  • Will you help me migrate my data and configure?
    Within reason. We will provide up to two hours of support to help get you started through a screensharing session. That is generally all that is needed. The application is very easy to use.
  • Do you offer consulting services?
    No. We are a software-only company. We would be happy to refer you to risk management consultants familiar with our tool though.

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