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Our risk management solutions and services built around our proprietary three-step process are designed to offer personalized solutions to our clients at differentiated pricing. That simply means that while our offerings cover the entire insurance life cycle, our clients can select what suits them and only pay for what they need.

See a service you’re interested in below? Click on the service below each header to learn more about our risk tools and risk services.

Contact us to learn more about the perfect risk management tool for you!

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A risk assessment tool that aggregates data and streamlines reporting into one easy to use dashboard. Completely customizable, clients can direct areas of assessment, build color coded scoring systems, automate action plans, and benchmark against themselves or others to drive training and corrective actions. Best of all, this tool allows for easy access of all data to get it into the hands of decision makers.

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A comprehensive risk compliance solution to track compliance efforts all in one user friendly platform. From background screening and policy acknowledgement to training and certifications, our Compliance Manager ticks all the boxes.

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Access to expert HR risk resources gives you checklists to assess current policies and procedures and customizable model policies, procedures, and handbooks to develop best practices across the business. We also offer risk self-assessments to see how to fill in the gaps where there are deficiencies. Our system can optionally store this data and use it for benchmarking against yourself and others.


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Analyze global and granular claim data through custom reports and dashboards that can be easily shared across departments, with agencies, and with policyholders to proactively identify adverse trends and better focus risk mitigation efforts.

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Get easy access to legal and HR experts in employment practices and child abuse with the Best Practices Risk Management Line®. Our experts will analyze your risk and provide you with an immediate action plan to mitigate and manage the risk.

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From underwriting and loss control to claims and compliance, our Stewardship Report consolidates data from all departments into a single all-inclusive report, complete with customizable templates and scheduled generation.

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A risk management tool to assist loss control teams to assign, track, and report on their activities leading up to analytics that drive risk management efforts. Eliminate repetitive tasks from your daily work.


justice statue with sword and scales with a cloudy sunset behind itNobody knows more than your employees about what is happening in the workplace. Anonymous reporting mechanisms, or “whistleblower” outlets, alert organizations to workplace problems before escalating into loss and litigation. The Employee Protection Line® decreases exposure to employment-related claims by helping to promptly solve problems and solidify legal defenses. Our whistleblower line is anonymous, secure, available via online form or phone, professionally transcribed, and has a conflict checking mechanism.

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Train, educate, and track your employees’ and volunteers’ learning in one system with our robust catalogue of online training modules. Not only can organizations assign online risk training, track progress down to a single user and module, and store completion certificates, but they can also use our multiple bulletin streams as ongoing workplace education.

Further, our intelligent learning automation monitors an insurance company’s processes for performance gaps to deliver learning prescriptions in real time.

Download the in2vate Course Catalogue Here 
PDF Catalogue 

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Best practices in working with youth, indicators of neglect, and reporting procedures. A good risk management program focuses on proactively creating safe conditions for children by eliminating problematic grooming behaviors and creating a safe culture. Our innovative approach establishes the reporting of boundary violations and risk management policies, procedures, and forms for dealing with them.

Our comprehensive offerings include a comprehensive program, model policies and procedures, and online training modules.


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