Alteric works alongside the software you already run: the management system, the inbox, the phone, the portals. There is nothing to migrate and no new login.
Request a demoIt works where your people already work. Alteric reads from the systems on their screens and hands the result back to them. Nobody is asked to move, and nothing is retyped.
The portals your team already logs into, plus documents and data arriving by email or PDF.
Alteric works alongside your system of record, not instead of it. Tell us your exact setup and we will tell you straight what is live today and what is in build.
If the system you run is on that list, the quickest answer is a walkthrough on your own setup.
Request a demoYou are not switching systems. You are not cleaning your data. Your handlers are not learning a new screen. Alteric fits around the way your firm already works, and there is more than one way in, so we use whichever one suits your setup. If one route is closed, we take another. The result on your desk is the same.
Where your broker or agency system offers a connection, Alteric reads from it and writes back to it directly. Nothing leaves your system of record.
No connection to your broker system required at all. Alteric works from the channels your team already uses, with permission you grant and control. Nothing to install, nothing to procure.
Schedules, statements of fact, certificates, PDFs and attachments. Alteric reads whatever arrives, in whatever format it happens to arrive in.
And where a system has no way in whatsoever, Alteric still prepares the whole case. Your handler completes it in the system exactly as they do today.
We walk your IT lead through exactly what Alteric needs, what it can see and what it cannot. Whatever is agreed, you grant it, you scope it, and you can withdraw it at any time, and we hand over the data protection information your compliance team will want before you agree to anything.
What we do not need: a migration, a data cleanse, new logins for your handlers, or any change to your system of record.
Bring a renewal, a mid-term adjustment, a new business submission, or even your busiest inbox. We will show you how Alteric captures every interaction, organises the information and prepares broker-approved communications, without changing the way your team works.