Tacita Connect
Your clients submit. You approve. No more chasing.
A space where each client can find their contracts, report claims and confirm their annual declaration. You grant access and decide what they can see and submit.
What your client sees
Their contracts, renewal dates and open claims. Nothing else: not your commissions or your other clients.
The prefilled annual declaration
The headcount and payroll you already know are displayed. Your client confirms or corrects them instead of entering them again.
Claim reporting tailored to the line of business
A vehicle claim needs different details from water damage. The form adapts, giving you usable information rather than an email to decipher.
What you receive
Every submission arrives classified by urgency. A claim report becomes critical after one day: the deadline for notifying the insurer starts when your client submits it.
You decide everything
You grant access one client at a time. For each one, you choose which policies, claims, documents and deadlines they see, and what they may submit. All four submission permissions are off by default.
Revoke access in one click, with a reason only you can read.
What your client never sees
Your commissions. Your other clients. Individual employee salaries, even if they sent them to you: they see totals only.
Your brokerage stays front and centre
Your brokerage name appears on every screen. Your client uses your tool, not one branded by a software company they do not know.
What changes in practice
A client has a water leak on Saturday morning. They open their space, select the policy, describe what happened and upload three photos.
On Monday, their request is waiting for you, marked “critical”: the insurer notification deadline has been running since Saturday. You create the claim in one click, with the details already in place.
Without this space: a voicemail on Saturday, a call on Monday to get the dates, and another for the photos.