See how Refined Data helps our clients dramatically reduce the effort and expense of renewing insurance...

Packaging hundreds of reports for insurance renewal used to take our clients months. Now using Refined Data the same renewal process can be completed in a day! We have tools that help you aggregate you reports onto a memory stick or provide you insurer with access to select reports in a secure environment.

We also help you stay on top of tenant certificates of insurance and any tasks you need to do to maintain good standing with your insurance policy.

  • Easily aggregate the documents you need to renew your insurance
  • Stay on top of tenant certificates of insurance
  • Insurance checklists for site staff to ensure you stay in compliance

Benefits of the System

  • Save weeks of tedious effort assembling documents and reports

  • Let insurance companies see only the documents, photos, files, links, and other relevant information they need at the click of a button

  • Access files and reports from anywhere using the Mobile App

Overview of the Insurance Renewal System

We can save you hundreds of hours of tedious work in assembling documents for insurance reviews. We can also ensure you stay on top of your company’s insurance requirements and that your tenants don’t let their coverage expire. Our approach is low key and consultative and we are delighted to answer any questions you may have.  Feel free to contact us for a discussion or a demonstration of what this software can do for you.

What Clients Love...

All in one place

All the information you need on your properties is in one place - everything from reports to inspections to equipment. All at the click of a button.

Easy to Implement

The software is easy to implement. We work closely with your teams so training and adoption is a snap, for your office staff, your front line staff and for your IT team.

Easy to Use

There's a mobile app for field staff that makes inspections and checklists easy. The software also has powerful dashboards that let you see the entire portfolio.


Our clients are leaders with a world class reputation. We have passed the most demanding and rigorous security testing so you know your information is safe.

One Team

Our software connects your field staff and office staff with your consultants, vendors and contractors, so everyone is playing off the same page.

Create Value

When you simplify work and make life easy, you create efficiencies that go directly to the bottom line. Start to make informed, data driven decisions.

Let's talk about how we can help dramatically reduce the effort and expense of insurance renewals...

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