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RiskWorks · The risk management operating system

Making risk management easy.

An RMIS records risk. RiskWorks runs it: a configurable workflow platform with applications for risk management, insurance automation and trade finance.

Take the DiagnosticOr talk to us

Insurance compliance program? The 8-minute diagnostic shows where it stands, with results right away.

Serving Fortune 500 enterprises and public agencies since 2002.
Alexander Hamilton Award winner, Treasury & Risk, for our work with Tyco [year].

Trusted by leading enterprises and public agencies

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe
The Port Authority of New York and New JerseyMTASan Francisco International AirportPort of San FranciscoMemphis International AirportSan Bernardino CountyRiverside County Transportation CommissionNew York City Housing AuthorityMilwaukee Public Schools

Built on workflow, configured to you

Every RiskWorks application runs on the same engine of hierarchies, workflows and business rules, so each process works the way your organization does, without custom code.

  1. 1Model your organization: business units, locations, roles and permissions
  2. 2Configure the process: workflows, business rules, approvals and notices
  3. 3Run, report and audit: dashboards, exception queues and a full audit trail

The platform

One platform, a family of applications built on it, and the service and integrations to run them.

New release

RiskWorks 13

The latest release of the platform: a redesigned interface, configurable dashboards, a unified inbox and multi-factor authentication.

Learn more
Managed program

RiskWorks Complianz

A service-supported compliance program: our team reviews documents, follows up with vendors and keeps records current for you.

Learn more
Integrations

RiskWorksAPI

Keep parties and agreements in sync with your procurement, ERP and property systems.

Learn more

Applications

Deploy one application or all of them. Each shares your hierarchy, users, documents and reporting, so you can add processes without adding systems.

Risk management

  • Insurance ComplianceSet insurance requirements for every agreement, collect certificates and endorsements from vendors, contractors and tenants, and work only the exceptions.
  • Exposure DataRequest, collect and report exposure values for the annual insurance renewal across every business unit and location.
  • Risk ControlRoute, approve and close out loss control surveys and recommendations from internal and external engineers.
  • Incident ReportingCapture incidents once, route them to the right people, and report on trends across the organization.
  • Contract ReviewStandardize the insurance requirements in your contracts and run them through one review and approval workflow.
  • Knowledge ManagementKeep policies, procedures and FAQs in one library, and route questions to the right subject matter expert.

Insurance automation

  • Certificate IssuanceIssue, renew and distribute certificates of insurance to your customers, landlords and partners on demand.
  • Policy ManagementTrack binders, policies and endorsements in one register, with renewal dates and documents attached.
  • Premium AllocationAllocate insurance premiums and fees accurately across business units and locations.

Trade finance & treasury

  • Contingent LiabilitiesRequest and track letters of credit, bank guarantees, surety bonds and comfort letters from request to expiry.
  • Bank Account TrackingManage global bank accounts, signers and authorities with multi-currency support and approval workflows.

Software, plus a team that does the work

Every member of our service team is a full-time Exigis employee. No offshore or temporary staff.

Implementation

Requirement templates, data migration and integration, configured with you.

Learn more

Compliance services

Document review and vendor outreach by email, fax and US mail.

Learn more

Training

Onboarding for administrators and requestors, live or recorded.

Learn more

Support

Phone, email and live chat, 8am to 8pm ET.

Learn more

Your data stays yours

Security and privacy are built into how RiskWorks is hosted, accessed and supported.

SOC 2 Type II

Independently audited controls, with the report available on request.

Stored in the United States

Customer data is hosted and kept in the US.

Named users only

Access is for individual people, with multi-factor authentication in RiskWorks 13.

Never used to train AI

Customer data is not used to train AI models.

Customer stories

Award-winning program

Our work with Tyco won Treasury & Risk’s Alexander Hamilton Award [category, year].

[One or two sentences on what the program did and the result.]

Read the story →
“[Customer quote to come: a public agency on the time saved checking vendor insurance.]”[Name, title] · [City or county]

Where does your program stand?

Take the 8-minute Insurance Compliance Diagnostic. You will see your results right away, and we will follow up with next steps built around them.

Take the DiagnosticSales +1 (888) 366-1049

Solutions

One platform for risk, insurance and treasury processes

RiskWorks runs your most manual risk, insurance and treasury processes on one configurable platform. Start with one application and add more as your program grows.

Take the DiagnosticOr talk to us

Three application families

Risk management

Insurance compliance, exposure data, risk control, incident reporting, contract review and knowledge management.

Learn more

Insurance automation

Certificate issuance, policy management and premium allocation.

Learn more

Trade finance & treasury

Letters of credit, guarantees, surety bonds and bank accounts.

Learn more

Works with your systems

RiskWorks connects to Workday, Oracle, SAP Ariba, JD Edwards, PeopleSoft and MRI, and to any other system through RiskWorksAPI.

Where does your program stand?

Take the 8-minute Insurance Compliance Diagnostic. You will see your results right away, and we will follow up with next steps built around them.

Take the DiagnosticSales +1 (888) 366-1049

Platform

RiskWorks: the risk management operating system

One workflow engine for hierarchies, business rules, permissions, documents, reporting and audit, with applications for every risk, insurance and treasury process on top.

Take the DiagnosticOr talk to us
RiskWorks 13 · Exceptions
Agreements412
Compliant389
Need attention23
Northline Paving Co.Road resurfacing · Auto liability below $2M
Deficient
Harbor Electric LLCFacilities maintenance · Certificate expires in 12 days
Expiring
Bayview CaféPier 3 lease · Additional insured endorsement missing
Deficient
Summit LandscapingParks services · All requirements met
Compliant
Sample data

What "operating system" means here

An RMIS stores risk information. RiskWorks runs the processes that create it: who must do what, by when, under which rules, and what happens when they don’t.

Every application shares the same organization model, users, documents and audit trail. Adding a process means configuring a new application, not buying another system.

  1. 1Model your organization
  2. 2Configure workflows and rules
  3. 3Run applications on one platform
  4. 4Report and audit everything

New in RiskWorks 13

Redesigned interface

Clear navigation built around parties, agreements, coverages and documents.

Unified inbox

Tasks and messages in one place.

Configurable dashboards

The measures each team cares about, on its home screen.

Multi-factor authentication

Stronger sign-in for every user.

Applications

Security

SOC 2 Type II

Independently audited controls.

US data

Hosted and stored in the United States.

Named users

Individual access only; no shared logins or automated access.

Audit trail

A searchable record of every change.

Questions

How is RiskWorks different from an RMIS?

An RMIS is a database of claims and exposures. RiskWorks is a workflow platform: it runs the processes, such as compliance reviews, renewals and approvals, that feed that data.

Can we start with one application?

Yes. Most clients start with Insurance Compliance and add applications later on the same platform.

Is RiskWorks cloud-based?

Yes. There is nothing to install.

Where does your program stand?

Take the 8-minute Insurance Compliance Diagnostic. You will see your results right away, and we will follow up with next steps built around them.

Take the DiagnosticSales +1 (888) 366-1049

Public sector

RiskWorks for public entities and risk pools

Cities, counties, transit agencies, ports, airports, schools and risk pools use RiskWorks to verify vendor insurance, collect member exposure values and track loss control.

Take the DiagnosticOr talk to us

Trusted by public agencies

The Port Authority of New York and New JerseyMTASan Francisco International AirportPort of San FranciscoMemphis International AirportSan Bernardino CountyRiverside County Transportation CommissionNew York City Housing AuthorityMilwaukee Public Schools

What public entities use most

Insurance Compliance

Contractor and tenant certificates checked against every agreement.

Learn more

Exposure Data

Member and department values for the annual renewal.

Learn more

Risk Control

Loss control recommendations tracked to close-out.

Learn more

Built for public procurement

Cooperative and direct contracts

We work through direct contracts, cooperative agreements and prime vendors.

Minority Business Enterprise

Exigis is a certified M/BE.

Accessible by design

Pages and forms built to accessibility standards.

Public records ready

Full audit trail of every action and document.

Questions

Do you work with joint powers authorities and risk pools?

Yes. Pools use RiskWorks to collect member values and verify member vendors’ insurance.

Can members have their own logins?

Yes. Each member organization can have its own users, with access only to its own records.

Where does your program stand?

Take the 8-minute Insurance Compliance Diagnostic. You will see your results right away, and we will follow up with next steps built around them.

Take the DiagnosticSales +1 (888) 366-1049

Applications

Risk management applications

Applications that verify third-party insurance, collect exposure data and manage loss control, incidents, contract requirements and knowledge.

Take the DiagnosticOr talk to us
rm.Compliance

Insurance Compliance

Set insurance requirements for every agreement, collect certificates and endorsements from vendors, contractors and tenants, and work only the exceptions.

Learn more
rm.Exposures

Exposure Data

Request, collect and report exposure values for the annual insurance renewal across every business unit and location.

Learn more
rm.RiskControl

Risk Control

Route, approve and close out loss control surveys and recommendations from internal and external engineers.

Learn more
rm.Incidents

Incident Reporting

Capture incidents once, route them to the right people, and report on trends across the organization.

Learn more
rm.Contracts

Contract Review

Standardize the insurance requirements in your contracts and run them through one review and approval workflow.

Learn more
rm.Documents and rm.Experts

Knowledge Management

Keep policies, procedures and FAQs in one library, and route questions to the right subject matter expert.

Learn more

All on one platform

Where does your program stand?

Take the 8-minute Insurance Compliance Diagnostic. You will see your results right away, and we will follow up with next steps built around them.

Take the DiagnosticSales +1 (888) 366-1049

Applications

Insurance automation applications

Applications that issue certificates of insurance, keep policies in one register and allocate premiums.

Talk to us
rm.Certificates

Certificate Issuance

Issue, renew and distribute certificates of insurance to your customers, landlords and partners on demand.

Learn more
rm.Policies

Policy Management

Track binders, policies and endorsements in one register, with renewal dates and documents attached.

Learn more
rm.Allocations

Premium Allocation

Allocate insurance premiums and fees accurately across business units and locations.

Learn more

All on one platform

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Applications

Trade finance & treasury applications

Applications that track letters of credit, guarantees, surety bonds and bank accounts.

Talk to us
rm.TradeFinance

Contingent Liabilities

Request and track letters of credit, bank guarantees, surety bonds and comfort letters from request to expiry.

Learn more
rm.BankAccounts

Bank Account Tracking

Manage global bank accounts, signers and authorities with multi-currency support and approval workflows.

Learn more

All on one platform

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Risk management · Insurance Compliance (rm.Compliance)

Certificate of insurance tracking and vendor compliance

Set insurance requirements for every agreement, collect certificates and endorsements from vendors, contractors and tenants, and work only the exceptions.

Take the DiagnosticOr talk to us

8 minutes · results right away, plus a copy by email

RiskWorks 13 · Exceptions
Agreements412
Compliant389
Need attention23
Northline Paving Co.Road resurfacing · Auto liability below $2M
Deficient
Harbor Electric LLCFacilities maintenance · Certificate expires in 12 days
Expiring
Bayview CaféPier 3 lease · Additional insured endorsement missing
Deficient
Summit LandscapingParks services · All requirements met
Compliant
Sample data

The problem

Most organizations track third-party insurance in spreadsheets and inboxes. Certificates expire unnoticed, endorsements go missing, and nobody can say which vendors are actually covered until there is a claim.

What it does

Requirements by agreement

Assign the right coverages, limits and endorsements to each contract, by type, region, value or service.

Document intake and reading

Vendors send certificates and endorsements by email or upload. Each document is read into coverages and limits.

Two-level review

Automated first-level scoring, then a second-level review by an Exigis specialist or your own team.

Exceptions and follow-up

Deficiencies and expirations go to an exceptions queue, with notices to vendors by email, fax and US mail.

One record per party

Many agreements can share one vendor record, so one certificate can satisfy several contracts.

How it works

  1. 1Requirements set per agreement
  2. 2Vendor submits certificate
  3. 3Document read and checked
  4. 4Exception routed and resolved

Who uses it

Risk managers, procurement, property management and legal teams at public agencies, risk pools, real estate owners and large enterprises.

Clients include

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe

Questions

Can Exigis do the review for us?

Yes. RiskWorks Complianz is the managed version: our full-time staff review documents and follow up with vendors on your behalf.

Which systems does it connect to?

Workday, Oracle, SAP Ariba, JD Edwards, PeopleSoft and MRI, plus any system that can use RiskWorksAPI.

Do vendors need a login?

No. Vendors can reply to notices by email with their documents.

Related applications

Exposure Data

Request, collect and report exposure values for the annual insurance renewal across every business unit and location.

Learn more

Risk Control

Route, approve and close out loss control surveys and recommendations from internal and external engineers.

Learn more

Incident Reporting

Capture incidents once, route them to the right people, and report on trends across the organization.

Learn more

Where does your program stand?

Take the 8-minute Insurance Compliance Diagnostic. You will see your results right away, with a copy by email, and we will build your demo around them.

Take the DiagnosticOr talk to us

Risk management · Exposure Data (rm.Exposures)

Exposure data and statement of values collection

Request, collect and report exposure values for the annual insurance renewal across every business unit and location.

Talk to us

The problem

Renewal season means chasing hundreds of locations for property values, payroll and fleet data, then reconciling spreadsheets before the broker deadline.

What it does

Delegated collection

Send requests down your reporting hierarchy, so each location owner updates only their own data.

Validation

Flag changes against last year's values before they reach your broker.

Multiple lines

Property, payroll, revenue, fleet and other exposure types in one cycle.

Status at a glance

See which locations have reported, which are late and which values changed.

Broker-ready exports

Produce schedules and statements of values in the format your broker and carriers need.

How it works

  1. 1Renewal cycle opened
  2. 2Requests sent to locations
  3. 3Values submitted and validated
  4. 4Schedules exported to broker

Who uses it

Risk managers and finance teams preparing annual renewals, and risk pools collecting member values.

Clients include

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe

Questions

Can we reuse last year's data?

Yes. Each cycle starts from the previous year's values, so contributors confirm or update rather than re-enter.

Can members of a risk pool report directly?

Yes. Each member reports its own values through the same workflow.

Related applications

Insurance Compliance

Set insurance requirements for every agreement, collect certificates and endorsements from vendors, contractors and tenants, and work only the exceptions.

Learn more

Risk Control

Route, approve and close out loss control surveys and recommendations from internal and external engineers.

Learn more

Incident Reporting

Capture incidents once, route them to the right people, and report on trends across the organization.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Risk management · Risk Control (rm.RiskControl)

Loss control recommendation tracking

Route, approve and close out loss control surveys and recommendations from internal and external engineers.

Talk to us

The problem

Recommendations from carrier and consultant surveys arrive as PDFs and are easy to lose track of, until the same finding appears in next year's report.

What it does

Survey intake

Log surveys and recommendations from carriers, brokers and your own safety engineers.

Routing and approval

Assign each recommendation to an owner, with due dates and approvals.

Close-out evidence

Attach photos and documents when a recommendation is completed.

Reporting

Open, overdue and completed recommendations by location, carrier or priority.

How it works

  1. 1Survey received
  2. 2Recommendations assigned
  3. 3Owner completes and documents
  4. 4Reviewed and closed

Who uses it

Safety, facilities and risk management teams.

Clients include

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe

Questions

Can carriers see our progress?

You can export status reports to share with carriers and brokers.

Related applications

Insurance Compliance

Set insurance requirements for every agreement, collect certificates and endorsements from vendors, contractors and tenants, and work only the exceptions.

Learn more

Exposure Data

Request, collect and report exposure values for the annual insurance renewal across every business unit and location.

Learn more

Incident Reporting

Capture incidents once, route them to the right people, and report on trends across the organization.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Risk management · Incident Reporting (rm.Incidents)

Incident reporting software

Capture incidents once, route them to the right people, and report on trends across the organization.

Talk to us

The problem

Incidents are reported by phone, email and paper forms, so details are lost and claims are reported late.

What it does

Simple intake

Anyone can report an incident from a short web form.

Routing

Incidents go to the right owner by type, location and severity.

Claim hand-off

Pass incidents to your carrier or TPA with the details they need.

Trend reporting

Spot repeat incidents by location, type and cause.

How it works

  1. 1Incident reported
  2. 2Routed by type and severity
  3. 3Investigated and documented
  4. 4Reported to carrier if needed

Who uses it

Risk, safety, HR and facilities teams.

Clients include

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe

Questions

Can employees report without a full account?

Yes. Intake forms can be opened to a wider group than full users.

Related applications

Insurance Compliance

Set insurance requirements for every agreement, collect certificates and endorsements from vendors, contractors and tenants, and work only the exceptions.

Learn more

Exposure Data

Request, collect and report exposure values for the annual insurance renewal across every business unit and location.

Learn more

Risk Control

Route, approve and close out loss control surveys and recommendations from internal and external engineers.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Risk management · Contract Review (rm.Contracts)

Contract insurance requirements review

Standardize the insurance requirements in your contracts and run them through one review and approval workflow.

Talk to us

The problem

Every contract gets different insurance language, so requirements are inconsistent and hard to enforce later.

What it does

Requirement templates

Standard insurance requirements by contract type, value and risk.

Review workflow

Route non-standard requests to risk management for approval.

Link to compliance

Approved requirements flow straight into Insurance Compliance tracking.

How it works

  1. 1Contract request submitted
  2. 2Standard requirements applied
  3. 3Exceptions reviewed and approved
  4. 4Requirements tracked for compliance

Who uses it

Risk management, legal and procurement.

Clients include

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe

Questions

Does this replace our contract system?

No. It manages the insurance requirements and connects to the systems you already use.

Related applications

Insurance Compliance

Set insurance requirements for every agreement, collect certificates and endorsements from vendors, contractors and tenants, and work only the exceptions.

Learn more

Exposure Data

Request, collect and report exposure values for the annual insurance renewal across every business unit and location.

Learn more

Risk Control

Route, approve and close out loss control surveys and recommendations from internal and external engineers.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Risk management · Knowledge Management (rm.Documents and rm.Experts)

Risk management document library and expert routing

Keep policies, procedures and FAQs in one library, and route questions to the right subject matter expert.

Talk to us

The problem

Staff ask risk management the same questions repeatedly, and the answers live in individual inboxes.

What it does

Document library

Policies, certificates, procedures and forms in one searchable place.

FAQs

Self-service answers to common questions.

Expert routing

Questions go to the right expert, with answers saved for next time.

How it works

  1. 1Question asked
  2. 2Library and FAQs searched
  3. 3Routed to an expert if needed
  4. 4Answer saved to the library

Who uses it

Risk management teams supporting a large organization.

Clients include

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe

Related applications

Insurance Compliance

Set insurance requirements for every agreement, collect certificates and endorsements from vendors, contractors and tenants, and work only the exceptions.

Learn more

Exposure Data

Request, collect and report exposure values for the annual insurance renewal across every business unit and location.

Learn more

Risk Control

Route, approve and close out loss control surveys and recommendations from internal and external engineers.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Insurance automation · Certificate Issuance (rm.Certificates)

Certificate of insurance issuance software

Issue, renew and distribute certificates of insurance to your customers, landlords and partners on demand.

Talk to us

The problem

Requests for certificates arrive daily, and each one means a manual request to your broker and a wait.

What it does

Self-service requests

Business units request certificates through a simple form.

Templates and holders

Standard wording and a managed list of certificate holders.

Bulk renewal

Reissue certificates to every holder when policies renew.

Audit trail

A record of every certificate issued, to whom and when.

How it works

  1. 1Certificate requested
  2. 2Template and holder selected
  3. 3Certificate issued
  4. 4Renewed automatically at policy renewal

Who uses it

Risk and insurance teams in organizations that issue many certificates.

Clients include

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe

Related applications

Policy Management

Track binders, policies and endorsements in one register, with renewal dates and documents attached.

Learn more

Premium Allocation

Allocate insurance premiums and fees accurately across business units and locations.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Insurance automation · Policy Management (rm.Policies)

Insurance policy management

Track binders, policies and endorsements in one register, with renewal dates and documents attached.

Talk to us

The problem

Policy details live in broker emails and PDFs, so answering a simple coverage question takes hours.

What it does

Policy register

Every policy, binder and endorsement with its key terms.

Renewal tracking

Upcoming renewals and expirations at a glance.

Document storage

The full policy documents attached to each record.

How it works

  1. 1Policy bound
  2. 2Details and documents recorded
  3. 3Endorsements added
  4. 4Renewal tracked

Who uses it

Risk and insurance managers.

Clients include

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe

Related applications

Certificate Issuance

Issue, renew and distribute certificates of insurance to your customers, landlords and partners on demand.

Learn more

Premium Allocation

Allocate insurance premiums and fees accurately across business units and locations.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Insurance automation · Premium Allocation (rm.Allocations)

Insurance premium allocation

Allocate insurance premiums and fees accurately across business units and locations.

Talk to us

The problem

Allocating premiums by hand in spreadsheets is slow and hard to defend when business units question their charges.

What it does

Allocation rules

Allocate by exposure, revenue, headcount or your own formula.

Clear statements

Each business unit sees how its charge was calculated.

History

Year-over-year allocations kept for reference.

How it works

  1. 1Premiums and fees entered
  2. 2Allocation rules applied
  3. 3Statements reviewed
  4. 4Charges posted

Who uses it

Risk management and finance teams.

Clients include

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe

Related applications

Certificate Issuance

Issue, renew and distribute certificates of insurance to your customers, landlords and partners on demand.

Learn more

Policy Management

Track binders, policies and endorsements in one register, with renewal dates and documents attached.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Trade finance & treasury · Contingent Liabilities (rm.TradeFinance)

Letter of credit and bank guarantee management

Request and track letters of credit, bank guarantees, surety bonds and comfort letters from request to expiry.

Talk to us

The problem

Instruments are spread across banks and sureties, and expiries or fees are missed.

What it does

Request workflow

Business units request instruments with the approvals you require.

Instrument register

Every letter of credit, guarantee and bond in one place.

Expiry and fee alerts

Advance notice of expiries, renewals and fees.

Exposure reporting

Outstanding amounts by bank, surety, beneficiary and currency.

How it works

  1. 1Instrument requested
  2. 2Approved and issued
  3. 3Tracked and amended
  4. 4Released or renewed

Who uses it

Treasury and finance teams.

Clients include

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe

Related applications

Bank Account Tracking

Manage global bank accounts, signers and authorities with multi-currency support and approval workflows.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Trade finance & treasury · Bank Account Tracking (rm.BankAccounts)

Bank account management software

Manage global bank accounts, signers and authorities with multi-currency support and approval workflows.

Talk to us

The problem

Account and signer information sits in spreadsheets, which makes audits and signer changes slow and risky.

What it does

Account register

Every account with bank, currency, purpose and status.

Signers and authorities

Who can sign, up to what limit, with history.

Approval workflows

Opening, closing and signer changes go through approval.

How it works

  1. 1Change requested
  2. 2Approved
  3. 3Bank updated
  4. 4Register and audit trail updated

Who uses it

Treasury teams.

Clients include

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe

Related applications

Contingent Liabilities

Request and track letters of credit, bank guarantees, surety bonds and comfort letters from request to expiry.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Applications

Agency Management

[To confirm: is Agency Management still offered? If so, describe who it is for and what it does, using the application template.]

This page exists on the current site with no content. Decide whether to write it to the application template or point it to the Solutions page.

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Applications

Certificate of insurance administration (rm.Agency)

[To confirm: for insurance agencies and brokers managing certificates on behalf of their clients?]

The current page contains only the words "rm.Agency". Confirm the product before writing it.

Where does your program stand?

Take the 8-minute Insurance Compliance Diagnostic. You will see your results right away, and we will follow up with next steps built around them.

Take the DiagnosticSales +1 (888) 366-1049

Services

Software, plus a team that does the work

Exigis staff handle implementation, document review, vendor follow-up and data quality alongside your team. Every member of our service team is a full-time Exigis employee. No offshore or temporary staff.

Talk to us

Three service groups

Professional services

Consulting and reporting: program design, benchmarking, custom reports and dashboards.

Learn more

Technical services

Implementation, data migration and integration with your systems.

Learn more

Support services

User adoption, training and customer support.

Learn more

How an engagement runs

  1. 1Program design
  2. 2Configuration and data migration
  3. 3Training and go-live
  4. 4Ongoing compliance services and support

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Services

Professional services

Consulting and reporting services that shape your program and show how it is performing.

Talk to us

Consulting

Program design, requirement templates, benchmarking and change management.

Learn more

Reporting

Standard and custom reports, dashboards and scheduled delivery.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Services

Risk and compliance program consulting

We design your program with you: requirement templates, processes, roles and the Program Design Document (PDD) that guides implementation.

Talk to us

What is included

Program design

Goals, scope, roles and requirement templates.

Process review

How work flows today and where it stalls.

Benchmarking

How your program compares with similar organizations.

Change management

Communications and adoption planning.

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

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Services

Custom reporting and analytics

Standard and custom reports, configurable dashboards, the RiskWorks 13 usage dashboard and scheduled report delivery.

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What is included

Standard reports

Compliance status, expirations and exceptions.

Custom reports

Built to your format and schedule.

Dashboards

Configurable home-screen measures in RiskWorks 13.

Usage reporting

Document volumes against your allowance.

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

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Services

Technical services

Implementation, data migration and system integration, run by Exigis staff.

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Implementation

Phases, timeline, roles and go-live.

Learn more

Data and integration

Data cleanup, loading and connections to your systems.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

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Services

RiskWorks implementation

A structured implementation: program design, configuration, data migration, testing, training and go-live, followed by a period of close support.

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What is included

Program design

The Program Design Document (PDD) agreed with your team.

Configuration

Hierarchies, workflows, rules and notices.

Testing and training

Before go-live, with your users.

Go-live support

Close support in the first weeks.

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

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Services

Data migration and system integration

We clean and load your existing data and connect RiskWorks to Workday, Oracle, SAP Ariba, JD Edwards, PeopleSoft, MRI and other systems through RiskWorksAPI.

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What is included

Data cleanup

Duplicates, stale records and missing fields fixed before loading.

Integrations

Workday, Oracle, SAP Ariba, JD Edwards, PeopleSoft, MRI.

RiskWorksAPI

Connect any other system.

Ongoing feeds

Scheduled updates of parties and agreements.

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

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Services

Support services

Everything that keeps users productive after go-live.

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Presentment

Onboarding vendors and users, notice campaigns and communications.

Learn more

Training

Live, recorded and on-demand training.

Learn more

Customer support

Phone, email and live chat, 8am to 8pm ET.

Learn more

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

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Services

User adoption and communications

We onboard your vendors and users, run notice campaigns by email, fax and US mail, and provide communication templates.

Talk to us

What is included

Vendor onboarding

Clear instructions for vendors on what to send.

Notice campaigns

Email, fax and US mail.

Templates

Letters and notices in your voice.

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

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Services

RiskWorks training

Live and recorded training for administrators, requestors and reviewers, with refreshers when RiskWorks changes.

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What is included

Administrators

Configuration and reporting.

Requestors and reviewers

Day-to-day use.

Recorded sessions

For new staff.

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Services

Customer support

Reach our support team by phone at +1 (800) 928-1963, by email at support@exigis.com, or by live chat, 8am to 8pm ET.

Talk to us

What is included

Phone

+1 (800) 928-1963

Email

support@exigis.com

Live chat

From inside RiskWorks

Hours

8am to 8pm ET, Monday to Friday

Tell us about your program

Every conversation starts with what you need. We will follow up within one business day.

Talk to usSales +1 (888) 366-1049

Resources

Resources

Product overviews, customer stories and guides.

Product overviews

RiskWorks and RiskWorksPS overviews.

Learn more

Customer stories

How clients run their programs on RiskWorks.

Learn more

Guides and articles

Insurance compliance and risk management topics.

Learn more

Insights

Commentary from the Exigis team.

Learn more

Where does your program stand?

Take the 8-minute Insurance Compliance Diagnostic. You will see your results right away, and we will follow up with next steps built around them.

Take the DiagnosticSales +1 (888) 366-1049

Resources

Product overviews

Current overviews of RiskWorks and RiskWorksPS.

RiskWorks overview [new PDF]

The platform, applications, services and security in four pages.

RiskWorksPS overview [new PDF]

RiskWorks for public entities and risk pools.

The 2014–2015 brochures are retired. New overviews to be produced.

Resources

Customer stories

How clients run their programs on RiskWorks.

Award-winning program

Tyco: Alexander Hamilton Award [category, year]

[What the program did and the result.]

Public entity

[Customer story to come]

[A city, county or risk pool program]

Enterprise

[Customer story to come]

[A Fortune 500 vendor compliance program]

Where does your program stand?

Take the 8-minute Insurance Compliance Diagnostic. You will see your results right away, and we will follow up with next steps built around them.

Take the DiagnosticSales +1 (888) 366-1049

Resources

Webinars

Recorded sessions on insurance compliance and risk management.

No current recordings. Hide this page from the menu until the first recording is available.

Resources

Guides and articles

Practical guides on certificates of insurance, contracts and risk management.

Introduction to FEMA for government entities and eligible nonprofits

Arthur J. Gallagher & Co., April 2017.

Using contracts to curb cyber risks

Risk Management magazine, May 2017.

[New guide] Certificates of insurance: what to check

A short checklist for reviewers.

Company

News

Announcements from Exigis.

[Date] RiskWorks 13 released

Redesigned interface, unified inbox, configurable dashboards and multi-factor authentication.

October 2026 · Updated End User License Agreement

RiskWorks access is for named individuals.

[Date] Tyco program wins Alexander Hamilton Award

[Summary]

Insights

Insights

Commentary on insurance compliance, risk management and treasury from the Exigis team.

Why certificates of insurance are important

What a certificate shows, what it doesn’t, and why you still need to check it.

Key advantages of certificate tracking software

What changes when certificates are tracked in a system rather than a spreadsheet.

How risk management software supports your business

Where software helps a risk program most.

Existing posts kept and refreshed; dates removed from evergreen posts.

Company

About Exigis

Since 2002, Exigis has helped Fortune 500 companies and public agencies run their risk, insurance and treasury processes on one platform, with a full-time team that does the work alongside them.

What we believe

Service first

Software is only as good as the people running it with you.

Full-time staff

No offshore or temporary staff.

Your data stays yours

SOC 2 Type II, US data, named users, no AI training on customer data.

Minority Business Enterprise

Exigis is a privately owned, independently managed M/BE.

Milestones

  1. 12002: Exigis founded
  2. 2[Year]: Tyco program wins the Alexander Hamilton Award
  3. 32026: RiskWorks 13

Offices

New York (headquarters)

1120 Avenue of the Americas, FL 4
New York, NY 10036

Murrieta, California

38975 Sky Canyon Drive, Suite 103
Murrieta, CA 92563

More about us

Leadership

The team that runs Exigis.

Learn more

Why clients choose Exigis

Clients, partners and recognition.

Learn more

Careers

Join the team.

Learn more

Company

Leadership

The team responsible for Exigis and its clients.

Armand Alvarez

President and Chief Executive Officer

Founded Exigis in 2002. Previously Senior Vice President at Marsh USA, where he founded the Business Process Consulting practice, and Vice President at Wells Fargo. BA, UC Berkeley.

Frank J. Amelio

Chief Financial Officer

Oversees accounting, finance, treasury, M&A and tax. Previously with Buchbinder Tunick & Company and Asset Based Lending, LLC. BS in Finance, NYU Stern.

Kaustav Ghoshal

Chief Technology Officer

Leads engineering, security and platform strategy, including RiskWorks 13. Seven earlier years at Exigis and a decade in financial-services technology. MS in Computer Science, Texas A&M.

John Folmsbee

Director of Fulfillment Services

Leads delivery and ongoing support of client programs. With Exigis since 2010; more than 30 years in risk management and insurance operations.

Bios condensed from the current Leadership page; headshots to be added.

Company

Why organizations choose Exigis

Fortune 500 enterprises and public agencies rely on RiskWorks and the Exigis team.

Trusted by leading enterprises and public agencies

IBMPfizerMarsHondaTraneSpectrumIngersoll RandAMETEKThe Vitamin Shoppe
The Port Authority of New York and New JerseyMTASan Francisco International AirportPort of San FranciscoMemphis International AirportSan Bernardino CountyRiverside County Transportation CommissionNew York City Housing AuthorityMilwaukee Public Schools

Recognition

Treasury & Risk

Alexander Hamilton Award, for our work with Tyco [category, year]

SOC 2 Type II

Independently audited security controls.

Partners

Exigis works with leading brokers, consultants and pools, including Arthur J. Gallagher Risk Services, Marsh USA, WTW, CSAC Excess Insurance Authority, Municipal Excess Liability Joint Insurance Fund and Bauer Advising.

Verified figures (clients, users, documents per year) to be added once confirmed.

Company

Certifications and memberships

Exigis is a certified Minority Business Enterprise and an active member of the risk management community.

Certifications

New York State M/WBE

Division of Minority and Women’s Business Development. [Confirm current]

New Jersey M/WBE

Division of Minority and Women Business Development. [Confirm current]

NMSDC

National Minority Supplier Development Council. [Confirm current]

CPUC Supplier Diversity

California Public Utilities Commission. [Confirm current]

Memberships

RIMS

Risk and Insurance Management Society

PRIMA

Public Risk Management Association

PARMA

Public Agency Risk Managers Association

URMIA

University Risk Management and Insurance Association

CAJPA

California Association of Joint Powers Authorities

AGRiP

Association of Governmental Risk Pools

Company

Partner with Exigis

Brokers, consultants and risk pools bring RiskWorks to their clients and members, with Exigis running the platform and the service behind it.

Talk to us

How partnership works

  1. 1You identify a client or member program
  2. 2We design it together
  3. 3Exigis implements and runs the platform
  4. 4You stay the trusted advisor

Partners have included Arthur J. Gallagher Risk Services, Marsh USA, WTW, CSAC Excess Insurance Authority, Municipal Excess Liability Joint Insurance Fund and Bauer Advising.

Company

Careers at Exigis

Join a team that runs risk and insurance programs for Fortune 500 companies and public agencies. Every member of our service team is a full-time Exigis employee.

Open roles

[Role title]

[Location] · [Full-time]

[Role title]

[Location] · [Full-time]

Link to the job board (https) or list current openings here.

Where we work

New York, NY (headquarters) and Murrieta, CA.

Contact

Contact Exigis

Tell us what you are working on and we will get back to you within one business day.

Send

Preview only: this form doesn’t send anything.

Sales

+1 (888) 366-1049
sales@exigis.com

Support

+1 (800) 928-1963
support@exigis.com
8am to 8pm ET

Media

media@exigis.com

Offices

1120 Avenue of the Americas, FL 4, New York, NY 10036
38975 Sky Canyon Drive, Suite 103, Murrieta, CA 92563

Get started

Tell us about your program

We build every RiskWorks demo around the program it is for, so we start by learning about yours. Tell us what you need and we will follow up within one business day.

Evaluating insurance compliance? Take the Diagnostic first and we will build the demo around your results.

Applications of interest
Send

Preview only: this form doesn’t send anything.

Pick a time

[Live booking calendar (Microsoft Bookings or Calendly) goes here, so you can choose a slot instead of waiting for us to confirm.]

RiskWorks 13 · Exceptions
Agreements412
Compliant389
Need attention23
Northline Paving Co.Road resurfacing · Auto liability below $2M
Deficient
Harbor Electric LLCFacilities maintenance · Certificate expires in 12 days
Expiring
Bayview CaféPier 3 lease · Additional insured endorsement missing
Deficient
Summit LandscapingParks services · All requirements met
Compliant
Sample data

Contact

Request information

Ask for pricing, a proposal or more detail on any application.

Send

Preview only: this form doesn’t send anything.

Thank you

Thanks, we have your request

A member of our team will reply within one business day. In the meantime, see how RiskWorks works.

RiskWorks platform

How the operating system works.

Learn more

Customer stories

Including the award-winning Tyco program.

Learn more

Tools

Insurance Compliance Diagnostic

Find out where your certificate of insurance program stands: maturity, requirement complexity, program scale and an estimate of the staff hours spent reviewing documents by hand. You will see your results right away and receive a copy by email.

Take the DiagnosticOr talk to us

8 minutes · results right away, plus a copy by email

Site map

Site map

Every page on exigis.com.

Legal

Legal

Agreements and policies that apply to exigis.com and RiskWorks.

End User License Agreement

Version 3.0, updated 10/29/2026.

Privacy Policy

Updated 10/29/2026.

Prior Versions

Superseded agreements and policies.

These pages are already current on the live site and carry over unchanged.