RiskAtlas
A clearer view of your risk.
Insurance programs can become fragmented across policies, documents, claims, service requests, renewals and risk-management activity.
RiskAtlas is The Duncan Group’s proprietary client-facing insurance and risk-management workspace designed to bring those pieces together.
Technology should support the advisory relationship, not replace it.
It gives clients and their Duncan team a more organized way to manage insurance information, service activity and ongoing risk-management work throughout the year.
Insurance information should not live in a dozen different places.
- 01Policies arrive by email.
- 02Certificates are requested through one channel.
- 03Claims may be tracked somewhere else.
- 04Renewal documents live in folders.
- 05Risk-management recommendations may be buried in meeting notes.
That fragmentation creates unnecessary friction.
RiskAtlas is designed to give clients a more consistent place to organize the information and activity that supports the insurance relationship.
The client workspace
The architecture of the relationship.
Overview
A high-level view of the insurance and risk-management relationship.
Requests
Service requests and open items.
Service
Ongoing activity, follow-up and stewardship.
Proposals
Insurance proposals and renewal materials.
Signatures
Documents requiring approval or signature.
Documents
Centralized insurance and risk-management records.
Claims
Claims information and related activity.
Insurance
Policies, carriers, coverage information and renewal details.
Risk management
Recommendations, initiatives and ongoing risk work.
This is the workspace architecture. Individual capabilities continue to be developed; your Duncan team will confirm what is available to your organization today.
RiskAtlas is not a replacement for your advisor.
Technology should make professional advice more useful. RiskAtlas helps create visibility between the client and The Duncan Group.
The objective is not automation for automation’s sake. It is a better client experience.
A clearer view of
- Open requests
- Documents
- Insurance information
- Renewal activity
- Claims
- Risk-management priorities
- Service work
- Outstanding action items
The relationship should not disappear after binding.
Many insurance relationships become quiet after renewal and active again only when the next expiration date approaches. The Duncan Group is designed around a different model.
Our Annual Service Calendar keeps the relationship active throughout the year, while RiskAtlas provides a place to organize that work.
Annual Service Calendar
with
RiskAtlas
A year-round client experience
The Duncan service calendar
- 01
Claims & loss review
- 02
Risk management
- 03
Safety & loss control
- 04
Executive stewardship
- 05
Data quality
- 06
Underwriting preparation
- 07
Renewal strategy
- 08
Marketplace decisions
- 09
Proposal & decision
- 10
Post-renewal implementation
The purpose of the service calendar is to move important work earlier. The sequence is set with each client rather than fixed to particular months.
- Claims should be reviewed before they become renewal surprises.
- Data should be collected before the market needs it.
- Risk-management improvements should be documented before the underwriter evaluates the account.
- Renewal strategy should begin before the expiration date becomes urgent.
Service should be visible.
Clients should know what has been requested, what is in progress and what has been completed. RiskAtlas can support a more organized service experience around activities such as:
- Certificate requests
- Policy changes
- Vehicle changes
- Location changes
- Coverage questions
- Document requests
- Claims follow-up
- Renewal items
- Risk-management activity
One place for the information that matters.
The objective is to reduce dependence on scattered inboxes, shared drives and disconnected folders.
- Policies
- Endorsements
- Certificates
- Proposals
- Applications
- Loss runs
- Schedules
- Claims documents
- Risk-management materials
- Signed forms
- Renewal information
Keep claims connected to the rest of the risk story.
Claims should not live separately from the insurance and risk-management process. RiskAtlas can help organize claim information alongside:
- Related policies
- Supporting documents
- Service activity
- Open questions
- Claim reviews
- Corrective actions
- Renewal implications
Risk management needs follow-through.
A recommendation only creates value when something happens after it is made. RiskAtlas can support ongoing visibility into:
- Risk-management priorities
- Open recommendations
- Action items
- Supporting documents
- Completion status
- Claims-related corrective actions
- Renewal preparation
Renewal should be a process, not an event.
The Duncan Group believes renewal preparation should begin long before expiration. RiskAtlas can help organize the information required to support the renewal.
The goal is to reduce last-minute scrambling and improve the quality of the information reaching the insurance marketplace.
What it helps organize
- Exposure updates
- Schedules
- Loss information
- Underwriting documentation
- Applications
- Signatures
- Proposals
- Market decisions
Better data creates better conversations.
Insurance decisions depend on information. When values, payroll, revenue, vehicle schedules, locations, claims information and operational details are incomplete or outdated, the underwriting process becomes less efficient.
RiskAtlas helps support an ongoing data-management discipline rather than rebuilding everything at renewal.
Insurance decisions deserve context.
A proposal should do more than show premium. It should help decision-makers understand:
- What changed
- What is covered
- Where limitations exist
- How options compare
- What risk is being retained
- What risk is being transferred
- What the strategy is trying to accomplish
You should not have to wonder what your broker is working on.
A stronger advisory relationship requires visibility. RiskAtlas is designed to help clients see the activity behind the insurance relationship rather than experiencing service only through isolated emails and phone calls — reinforcing transparency, accountability, organization and continuity.
Insurance information should be useful to leadership.
Executives do not always need every insurance document. They do need visibility into the issues that matter.
- Major policies
- Renewal timing
- Claims
- Open risk issues
- Service priorities
- Important decisions
- Outstanding requests
Risk is rarely owned by one person.
Depending on the organization, insurance and risk may involve many groups. RiskAtlas is intended to support a more coordinated experience across the people involved in managing risk.
- Ownership
- Finance
- Operations
- HR
- Safety
- Property management
- Claims
- Legal
- Executive leadership
We build technology around the way we believe insurance should work.
RiskAtlas is part of The Duncan Group’s broader investment in insurance technology. The objective is not to digitize a transactional brokerage model. It is to support a more proactive one.
Technology should help us
- Organize information
- Create visibility
- Reduce friction
- Improve follow-through
- Support better preparation
- Connect service activity
- Maintain continuity throughout the year
RiskAtlas for private clients
Complex personal risk can involve multiple homes, vehicles, ranches, equine exposures, collections, aviation, marine and excess liability. RiskAtlas can help create a more coordinated view of those assets and policies.
Private ClientInformation handling
The Duncan Group takes the handling of client information seriously and continues to develop RiskAtlas with security, access control and responsible data management in mind. Specific practices are discussed directly with clients.
RiskAtlas and the Duncan Approach
- 01
Understand
RiskDiagnostic
- 02
Map
Risk mapping
- 03
Improve
RiskGuard
- 04
Position
Underwriting strategy
- 05
Transfer
Marketplace execution
- 06
Manage
RiskAtlas + Annual Service Calendar
RiskAtlas matters most in the final stage because it provides continuity after placement. It also supports the work leading up to renewal by keeping documents, claims, data and risk-management activity connected.
Our ApproachThis is not just a place to download policies.
Traditional client portals often function as document repositories. RiskAtlas is intended to support the broader insurance and risk-management relationship.
The goal is not only access to information. It is visibility into the work.
The client experience should feel connected from the first conversation forward.
- 01
Prospect
- 02
Discovery
- 03
RiskDiagnostic
- 04
Risk mapping
- 05
Risk management strategy
- 06
Underwriting preparation
- 07
Marketplace
- 08
Proposal
- 09
Implementation
- 10
RiskAtlas
- 11
Year-round service
- 12
Next renewal
Client Login
Access RiskAtlas.
RiskAtlas access is provided to Duncan Group clients. If you need credentials or have trouble signing in, contact your service team and we will get you set up.
A better client experience starts with a better process.
RiskAtlas is one part of our broader approach to insurance and risk management. If your current brokerage relationship feels fragmented, reactive or difficult to navigate, we should talk.