Your biggest losses don't come from bad clients. They come from good clients who go bad.
Most factors catch fraud at the door. ROX catches deteriorating clients before they damage your book.
The Problem: The "Silent Risk"
You underwrote them thoroughly. They looked great. Then six months later their DOT rating tanks, their registration lapses, or a judgment pops up.
Manual monitoring doesn't scale, and by the time your annual review happens, the damage is done.
The Solution: Automated, Proactive Monitoring
Pick what to watch and how often. ROX automatically pulls updates and alerts you when something changes.
See It In Action: 60-Second Demo
Watch the Demo (1:00)
Turn On Monitoring
Select any approved client from your dashboard to begin monitoring.
Choose Sources
Pick which data sources to watch and set your desired monitoring frequency.
Get Smart Alerts
Receive alerts only when something changes, so you can act immediately.
What You Can Monitor
Coming Soon:
Go Beyond Alerts with ✨ AI-Powered Insights
Don't just get alerts. Get actionable summaries. ROX uses the Gemini API to analyze risk changes and suggest next steps, instantly.
Live Demo: AI Risk Summary
See how ROX helps you understand an alert in plain English.
Why This Matters
This isn't just another feature. It's a fundamental shift from reactive to proactive portfolio management.
Prevent Losses from Deteriorating Clients
Catch warning signs before a good client becomes a bad debt. Stop preventable losses and protect your book.
Be Proactive with Your Clients
Reach out with valuable insights when you see changes. Build better relationships and reduce risk through communication.
Portfolio Management on Autopilot
Monitor your entire book on a regular schedule without adding headcount. Free your team to focus on growth, not manual checks.
Audit-Ready, Always
Schedule monitoring around compliance audits so your data is always current and defensible. Pass audits with ease.
Flexible Monitoring for Every Risk Tier
Not every client needs the same level of oversight. ROX gives you the flexibility to match monitoring to risk.
- Monitor risky clients weekly or monthly.
- Check low-risk clients annually.
- Set custom schedules for mid-tier clients.
Your monitoring. Your frequency. Your dashboard.
Monitoring Settings
Client: ABC Trucking LLC
The ROX Differentiator
Nobody else in KYC/KYB and underwriting does this. Every competitor focuses on the front door. ROX watches the back door, too.
"Even prospects with existing underwriting solutions have said they'd use ROX just for monitoring."
Built for Your Entire Risk Team
Portfolio Management
Monitor your entire book on schedule without adding headcount or manual work.
Risk Management
Get the earliest possible warning on deteriorating clients and intervene before it's too late.
Client Services
Enable proactive outreach and better conversations when client data changes.