One Platform for Every Property Relationship.

Toth Shield unifies workspaces, alerts, vendor coordination, and client communication—giving property-driven teams a single control center for every relationship they manage.

Platform overview

Everything you need to manage property relationships from one intelligent platform.

Workspaces

Organize clients, properties, policies and projects in secure, centralized workspaces.

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Alerts

Real-time risk and compliance alerts keep your team informed and prepared.

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Vendor Hub

Find, vet, and manage vendors with coordinated workflows and status tracking.

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AI Agents

AI-powered assistants handle follow-up, draft updates, and surface proactive insights.

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Reporting

Generate custom reports and share insights with clients and stakeholders.

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Integrations

Connect with the tools you already use through secure, purpose-built integrations.

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Daily operations

Built for daily operations

Manage every client relationship with workspace dashboards, property timelines, and team tools designed for property-driven businesses.

  • Workspace dashboards for every client relationship
  • Property timelines and activity tracking
  • Team communication and vendor coordination
  • Document storage and compliance logs
See How It Works
Core capabilities

Powerful tools for every workflow

From workspace setup to AI-powered follow-up—everything your team needs to stay proactive and organized.

Workspace Creation

Launch client-ready workspaces in minutes.

Property Timelines

Track every event, alert, and update.

Document Storage

Secure vault for policies and files.

Automated Alerts

Proactive risk and weather notifications.

Vendor Tracking

Monitor assignments and job status.

Team Collaboration

Shared notes, tasks, and messaging.

AI Follow-Up

Smart reminders and workflow assistance.

Analytics & Reporting

Portfolio insights and performance metrics.

Trust & security

Security & reliability you can trust

Enterprise-grade protection for your client data, documents, and team workflows—built for businesses that can't afford downtime.

Role-Based Access

Granular permissions for teams, admins, and client-facing roles.

Secure Documentation

Encrypted storage for sensitive property and client records.

Audit Trails

Complete activity logs for compliance and accountability.

Scalable Infrastructure

Enterprise-grade reliability as your portfolio grows.

Integrations

Connect with the tools you already use

Toth Shield integrates with CRM, weather, communication, and document platforms—plus HarborShield 360 for your client experience.

CRM Systems

Salesforce & more

Weather Data Providers

Real-time peril feeds

Email & Notification Tools

Client communication

Cloud Document Storage

Google Drive & more

HarborShield 360 — Client Experience

See the Toth Shield platform in action.

Schedule a personalized walkthrough and discover how Toth Shield helps your team stay proactive, organized, and valuable to every client.