Risk data collection & management
Renewal data, collected without the chaos.
Collexter replaces spreadsheets, questionnaires and endless email chains with one secure platform where every location, value and policy is collected, validated and consolidated — ready for your renewal.
SOC 2 Type II Compliant
SOC 2 Type II is an independent attestation confirming that security controls are properly designed and operate effectively. The audit framework focuses on controls related to security, availability, processing integrity, confidentiality, and customer data privacy. Completing a SOC 2 Type II audit demonstrates consistent control performance, disciplined operational practices, and a structured approach to safeguarding information in accordance with recognized industry standards.
30+
Years in risk & insurance
1
Single source of truth
Any
Currency, consolidated
The problem
Renewal season shouldn't run on spreadsheets.
Scattered spreadsheets
Values live in dozens of versions emailed back and forth, and no one is sure which file is current.
Endless chasing
Risk managers spend weeks reminding locations to send updates, with no clear view of who has responded.
No audit trail
When a value changes, there's no record of who changed it, when, or why — just before underwriters ask.
Manual consolidation
Converting currencies and comparing against last year means hours of error-prone copy-and-paste.
The solution
For risk managers, by risk professionals.
With 30+ years in the risk management and insurance industry, our team built Collexter exclusively around the business needs of risk managers and insurance professionals, while maintaining a high level of data integrity and security, eliminating bottlenecks, and focusing on ease-of-use.
Collexter is a web-based values data collection and policies reporting platform designed for risk and insurance users to easily gather, organize, and manage all data throughout their organization within a single source of truth.
How it works
From import to renewal in four steps.
- 01
Import your portfolio
Upload your existing spreadsheet of locations and values. Organize the table, pin columns and define totals in a few clicks.
- 02
Appoint collectors & supervisors
Assign each location to the right person. Collectors only see and edit what's theirs; supervisors review and approve.
- 03
Collect & collaborate
Collectors update values directly with double-click editing, attach documents and comment — no questionnaires, no email chains.
- 04
Consolidate & analyze
Convert everything into one currency, compare against history and calculate year-over-year growth instantly.
Platform
Everything in one place.
Values collection
Create
Quickly create, import, and edit datasheets with dynamic filtering, without requiring any technical ability.
Custom Permissions
Set granular permissions for Collectors and Supervisors to view and input information, eliminating questionnaires.
Collaboration Area
A place for all members to share files and add comments to ensure everyone is on the same page, rather than getting lost in email chains.
Follow Up In-Platform
Follow up with members and include specific notes, feedback, and helpful attachments directly in the platform.
Import Your Portfolio
Bring in your existing locations and values from a spreadsheet, along with your contacts.
Collector View
Each collector sees only their assigned locations and can update them with simple double-click editing.
User & Time Stamps
Every change is recorded with who made it and when, for a complete audit trail.
Flexible Tables
Organize columns, pin key fields, apply taxonomy lists and define custom totals.
Policy reporting
Global and Local Policies Reporting
Collect and manage global and local policies information in a single platform that allows you to consolidate all values in any currency of choice.
Local Operations Portal
Local entities can update and access their information anytime, anywhere.
Track
Easily identify all entities that have not updated their policies information to send reminders and follow ups.
Data analysis
Consolidation Mode
Instantly consolidate all financial data to convert into selected currency of choice based on current rates or historical rates at set dates.
History Mode
Easily compare and calculate existing values against historical data across multiple datasheets.
Variation Mode
Select between percentage or amount variations across historical data to get an immediate snapshot of your data.
Floating Totals
Totals follow your filters and selections so you always see the right sum.
Why risk teams choose Collexter.
Full traceability
Every change is stamped with the user and time, so you always know who updated what.
Right access for everyone
Granular roles keep each collector focused on their own locations while supervisors keep control.
Accurate totals, any currency
Floating totals and consolidation at current or historical rates give you values you can defend.
Year-over-year insight
History and variation modes reveal growth and outliers before your broker or underwriter does.
One place for the team
Notes, reminders and attachments stay with the data instead of getting lost in inboxes.
No technical skills needed
If you can use a spreadsheet, you can use Collexter — with a clean interface and day or night theme.
Partner ecosystem
Better data, better risk insight.
Collexter works hand-in-hand with MAPTYCS®, the geospatial risk platform for property exposure, climate risk and real-time weather events. Clean, complete values collected in Collexter power sharper maps, analytics and renewal submissions.
Visit MAPTYCS