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!
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.
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.
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.
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.
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.
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.
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.
Nobody 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.
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.
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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.
Home Cyber Risk Management In our last article, we discussed the evolution of Smart Risk Management from the 1990s to today. The cybersecurity threats that organizations are exposed to continue to evolve in sophistication and quantity. Our clients have recently asked for support resources in cyber risk management. The requests have ranged from the need […]
Home Smart Risk Management In the 1990’s in2vate created a strategy that was trademarked Smart Risk Management®. It was a program to train trainers directed by subject matter experts in employment practices liability. There were anonymous reporting lines (whistleblower lines) and help lines for insured organizations that strengthened their defenses if workplace misconduct ever occurred. […]
Home What Operational Risk Management Can do for a Hostile Work Environment By David Epstein, Ed.D. A hostile work environment presents many different risks to organizations, some obvious and some less so. An example of an obvious risk is litigation. Failure to properly address a hostile work environment complaint can lead to costly litigation, which […]
Home The Team Hiring Process Roger Duffield, CPCU, ARM Having been involved in the hiring process for more than 30 years, there has always been at least two people involved in the interviewing process of new staff. When I first was given the task to hire staff for my department, I had attended some HR […]
Home The importance of mission, vision, & culture By Roger Duffield, CPCU, ARM In our last article, I wrote about developing a scoring matrix for interviewing candidates. I explained that there could only be one top trait that a candidate could have (i.e., one 10). For me, it is always culture. We always look for […]
Home Risk Management in the Hiring Process: Ranking By Roger Duffield, CPCU, ARM Early in my career I had the good fortune of having a lot of formal management and leadership training. Often, we were provided tools for organizing thoughts for problem solving. One that I have used repeatedly was intended for complex decision making […]
Home Best Practices for Risk Management Prehire David Epstein, Ed.D. Risk Management in the workplace is complicated and has many facets, but the most important is also the one that comes first – preventative measures. Bad hiring and screening practices open avenues of risk for organizations. Establishing best practices for the entire process, from screening […]
One of our clients reached out to us with a major problem during covid, but the truth is covid just pushed it to the surface. The challenge was how can they easily demonstrate their client engagement to their leadership team. The field staff were working more with clients solving a multitude of problems, it just was not in the field, it was over the phone.
The goal of this article is to share a small case study of how in2vate collaborates with our clients help solve their problems with our Enterprise Risk Management technology.
in2vate's mission is to “assist organizations in reducing risk and bettering lives. We do so by helping You make risk management simple through automation, aggregation, education, and the evaluation of your risk processes.”
Home In2vate: Where Automation Has a Face By Roger Duffield CPCU, ARM A week or two ago I was participating in a discussion that centered around what our technology does for our clients. We discussed how our clients use our technology offerings but in completely different ways as they can individualize it for their own […]
Home Artificial Intelligence and Machine Learning By Roger Duffield CPCU, ARM It is an exciting time to be in the insurance industry. Recently one of our colleagues was reading an article from the ’90s on the state of insurance risk control programs and the challenges they face. Despite all of the technology improvements he observed […]
Home Thanksgiving Week By Roger Duffield CPCU, ARM We have a fair number of staff members that are taking much-needed PTO this week. So, I thought this would be a great way to publicly give thanks to the many people that are a big influence on me and in2vate. From a professional standpoint, we have […]
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
As we pass the 1-year mark into a global pandemic, both insurers and insureds are trying to navigate through a changing insurance landscape and a hardening market not seen in nearly 2 decades.
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