Next Gen Business Solutions
It’s time to take the leap into the next generation of business technology. Gone are the days when businesses could afford to do things manually.
Schedule a demo to learn how BR Caddie can revolutionize your risk management tasks and processes.
My role
CEO/PRESIDENT
- Dashboard
- Reports
- Claims Management
- Contract Management
- Project/Task Tracking
FINANCE & ACCOUNTING
- Certificate of Insurance Tracking
- Contract Management
- Claims Management (reports)
- Document Library
- Project/Task Tracking
OPERATIONS
- Certificate of Insurance Tracking
- Contract Management
- Claims Management
- Document Library
- Project/Task Tracking
HR MANAGER
- Claims Management
- Document Library
- Project/Task Tracking
SOLUTIONS
Claims Management
With BR Caddie, you can centralize and streamline your claims management, allowing you to
store, track, submit and access all your claims information and defense files in one secure
online location, 24/7. Take control like never before.
Certificate of Insurance Tracking
Say goodbye to tracking certificates on spreadsheets or, even worse, not tracking them at all.
With BR Caddie, you have 24/7 online access to all your certs, making it effortless to stay up to
date and ensure your vendors and suppliers are adequately insured.
Contract Management
Contract management is more than just staying organized—it's a powerful tool for saving
money. BR Caddie makes it easy to keep track of expiration dates, define milestones and store
copies of contracts, empowering you to renegotiate contracts before they expire and secure
better rates.
TRADITIONAL WAY vs BR Caddie
Claims
Management
Certificate of Insurance
Tracking
Contract
Management
Project/
Task Tracking
Document
Library
TRADITIONAL WAY
Paper files in the filing cabinet, electronic files kept on someone’s computer, or kept at the broker
Track on spreadsheet or don’t keep track at all
Track on internal spreadsheet or not tracking
Various methods (Cloud storage systems, email, on employee’s computer, hard copies in file cabinet)
BR CADDIE
Online access to all claims files, documents, reports and important metrics, 24/7
Online records, automatic notification before expiration
Online records, automatic notification before expiration
Online planning, automatic notification of milestones
Cloud storage, can share documents with specific location or all locations, all in one place
Claims Management
TRADITIONAL WAY
BR CADDIE
Cert Tracking
TRADITIONAL WAY
Track on spreadsheet or don’t keep track at all
BR CADDIE
Contract Management
TRADITIONAL WAY
Track on internal spreadsheet or not tracking
BR CADDIE
Project / Task Tracking
TRADITIONAL WAY
BR CADDIE
Online planning, automatic notification of milestones
Document Library
TRADITIONAL WAY
BR CADDIE
Industry
hospitality
- Manage Risk Management tasks efficiently (COI, Claims, OSHA 300 Log,…)
- Reduce liability and save money
- Easily manage tasks and information across multiple locations
- Risk transfer program can potentially reduce insurance costs
- Customize user permissions so that different users have access to different solutions
Insurance Brokers
- Opportunity to partner with clients and increase retention
- Help clients take the stress out of risk management
- Assist clients with claims issues, defense files and documentation
- Differentiate yourself by providing a value-added resource to clients
- Shared Document Library makes it easy to ensure everyone is working from same version of a document
Property Management
- Easily manage and track tenant and vendor agreements/contracts
- Manage tasks and information across multiple locations
- Access important property/location data, files and documents online, 24/7
- Control and assign user access to various solutions depending on their role and job function
- Effortlessly maintain all vendors’ Certificates of Insurance
Sports and Event Venues
- Easily keep track of vendor COI and contracts
- Reduce expenses
- Mitigate risks
- OSHA 300 Log at your fingertips
Talent
Acquisition/Staffing
- Workers Comp data and reports per employee/per location
- Maintain comprehensive claims defense files
- Track and manage contracts
- Shared Document Library ensures all talent receive the most current version of forms and documents