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

FINANCE & ACCOUNTING

OPERATIONS

HR MANAGER

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

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

Various methods (Cloud storage systems, email, on employee’s computer, hard copies in file cabinet)

BR CADDIE

Cloud storage, can share documents with specific or all locations, all in one place

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

Talent
Acquisition/Staffing