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🛡️ Create Insurance Risk Register with AI

Track underwriting, claims, and exposure risks across your book in one register with scored owners, control actions, and escalation when an accumulation risk crosses limits.
  • Pre-built workflows
  • Edit every field
  • Multiple project views
  • Share + clone
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01 / Foundation - roots anchor data

Insurance Risk Register

Track underwriting, claims, and exposure risks across your book in one register with scored owners, control actions, and escalation when an accumulation risk crosses limits.

// roots anchor data · the workspace remembers · reflexes emerge

Help underwriters and insurance risk teams keep portfolio exposures tracked and owned instead of buried across policy systems. This register connects underwriting, claims, and accumulation risk to scored owners and review dates.

What's Included

  • Insurance risk rows: Entries for underwriting errors, claims spikes, catastrophe accumulation, and reserving gaps.
  • Exposure scoring: Likelihood and severity fields that produce a weighted risk rating.
  • Control ownership: Current controls, planned actions, and responsible owners per row.
  • Exposure monitoring agent: A Taskade agent that escalates accumulation risks past your limit.

How To Use

  1. Clone the register and add your lines of business.
  2. Log each risk with likelihood and severity scores.
  3. Assign an owner, control, and review date.
  4. Let the agent escalate any exposure that breaches a limit.

Connect policy and claims data through /automate, or browse more /templates/risk-register registers for insurance teams.