My Instant Office
You run a small to midsize independent insurance office and want to compete with the big players but cannot afford the automation and technology they have freely thrown at them. Now you can play on a level playing field. We have developed a web based risk manager where you can pick exactly which features you want to have and recommend features for your clients so they can better manage the insurance process and everything involved. Features include:
Online OSHA Training Modules
For clients including the OSHA 500 (Trainer course for Construction) and the OSHA 501 (Trainer course for General Industry) which have been approved by OSHA for online delivery.
Insurance CE training
Online state approved Insurance CE training to fulfill your state continuing education requirements for your insurance license.
When you have an incident or injury, the last thing you want is to provide a long list of forms for your client to fill out along with completing their OSHA logs. We streamline this process so only simple inputs need to be entered and all the state specific Workers Compensation forms and the OSHA logs are completed and can be electronically submitted to the insurance carrier.
Private Document Library
Store your company documents in a secure online library so you can access them from anywhere. You will never have to tell a client that they will have to wait until you get back to your desktop computer.
Public Document Library
Gain access to valuable libraries of your choosing including MSDS, state and federal OSHA policies, and more
Tiered Document Access
Only want certain members of your team to see a certain document. No problem. Setup tiered access to viewing and editing in a few short steps or have us do it for you.
Ask an Expert
Have a question that you cannot find an answer to for your client. Just submit your question online and within 24 hours, an expert in that field will give you a response. We provide experts in Risk Management, HR and more or you can provide your own.
Don’t want to memorize several username and passwords, neither do we. We unify the logins so you have access to all these features from one login location.
Many more features
Depending on the needs of your company, we can provide many more features. Just let us know what you need and we will create the module for you.