Products · CRM Platform
Run insolvency casework from
one auditable workspace.
InsolVatrack brings case stages, customer information, Standard Financial Statements, debts and claims, reviews, tasks and audit history together - giving case managers and insolvency practitioners a clearer view of what has happened, what is due and what needs attention.
Four pillars
Not a database with a UI.
A system of casework intelligence.
Case workflow that thinks
From first enquiry through SIP 3.1 verification, MOC modifications, courtesy calls and closure. Every stage tracked, every deadline surfaced, every breach flagged before it bites.
A 360° customer view with vulnerability built in
DPA verification, vulnerability level, app login state, homeowner status, proof of income, shortfall and arrears. One panel. Live. Always current.
Standard Financial Statement (SFS)
Income, expenditure and disposable income computed in real time. Variations modelled inline. Compare views across reviews. Give authorised reviewers the evidence needed to make and record an informed decision.
Debt management with classifications
Secured, preferential, associate, excluded. Statement of Affairs versus Claims Received reconciled automatically. Increases in claims highlighted the moment they happen.
See it in action
The product, on the page.
No mockups. No marketing renders. The screens below are pulled directly from InsolVatrack as it ships today.
01 · Case List
Every case, every status, one view.
Search and filter by campaign, status, assignee, customer type or date. Stage badges (Verification, Enquiry, SIP 3.1, MOC, Push Complete) tell you exactly where each case is, without opening it.
02 · 360° Customer View
Personal, contact and risk in one frame.
Identity verification (DPA), vulnerability details and the live customer overview - app login, homeowner, outstanding modifications, proof of income, shortfall and arrears - all on the side panel as you work.
03 · Standard Financial Statement
Disposable income, calculated live.
Earnings, partner income, benefits, pensions and other income roll up automatically. Total income, total expenses and disposable income are always at the foot of the page. Save and record decisions in one place.
04 · Debt Management
Claims, classifications and increases - handled.
Secured, preferential, associate or excluded. Statement of Affairs versus claims received reconciled in real time. The system flags increases the second they post, so you can intervene early.
How it fits together
The parts a due-diligence team actually asks about.
InsolVatrack is a configurable case-management platform. The sections below describe what is available today, and what is separately planned. AI assistance is labelled as such and is not required to use the product.
/ Integrations & data inputs
Integrated case-data capture from your existing channels - forms, email, telephony platforms and creditor feeds - through supported connectors and file imports. New integrations are scoped per deployment.
/ Workflow configuration
Case stages, task lists, deadlines and status transitions are configured to your operating model. SIP 3.1 verification, MOC modifications, reviews and closure paths are all definable rather than hard-coded.
/ Roles & permissions
Role-based access control with segregation of duties, MFA and named permissions for who can view, edit, approve and export. User lifecycle (activate, deactivate, retain history) is first-class.
/ Audit history
Every action - who did what to which case, when, and from where - is written to an immutable audit trail. Reviews, overrides and SFS recalculations are all recorded and retrievable.
/ Migration & implementation
Data migration is scoped up-front from your existing case management system, with mapping, cleansing and reconciliation. Implementation is a phased engagement - configuration, migration, UAT, cut-over - not a self-serve install.
/ Current automation
Deterministic automation across breach detection, claim-vs-Statement-of-Affairs reconciliation, SFS calculation and courtesy-call scheduling. These are rule-based today and independent of any AI assistance.
/ AI assistance - roadmap
Optional AI-assistance features (draft summaries, next-best-action suggestions, anomaly surfacing) are on the roadmap and will be delivered as separately-labelled, opt-in capabilities with clear data-governance boundaries.
CRM, re-wired
See InsolVatrack in your own workflow
Tell us the metric you want to move (case-cycle time, breach rate, claims reconciliation). We will show you how the platform moves it, inside a tailored deployment.