The Standard in Enterprise Risk Management Introducing the Risk Management Center Enabling Brokerage Growth, Improving Client Efficiencies, and Generating Loss Reduction! Powered By The Standard in Enterprise Risk Management

RMC Needed Required for: IIPP/ APP/ HASP Training Compliance Audit Groups Showcasing Performance to Insurers Drive down TCOR by deploying RMC New OSHA requirements

$ $ Compliance & Time, & Money! Benefits Save Time Reduce Costs Access Enhanced Resources Improve Uniformity & Oversight Comply with Regulations Compliance & Time, & Money!

OSHA’s New Reporting Requirement: Changing the Game We support the implementation of OSHA’s new electronic reporting requirement Effective on August 10, 2016, phased-in data through January 7, 2017 National Social Media Hits OSHA… Publicly available Insurer Access

Client Video Testimonial “Working with the Risk Management Center has been very beneficial to Brady. We are in multiple states, and this provides us training access and forms access for all of our operations managers to utilize in the multiple states we’re in. Because we’re in so many states, the Risk Management Center has helped us tremendously in saving time and money.” Linda Rux Corporate Director of Human Resources Brady Industries

Client Video Testimonials “Because of the risk management platform, our organization now has the tools to become a lot safer in the industry. To be able to track and trend the data is paramount to mitigating a lot of incidents and accidents out on the job sites” “The reason that this platform has been so successful for us is the ability to tailor it to our needs. Succeed has been able to work with us to create our OWN platform that covers our needs and our customer’s needs as well” Jasen Yardley Corporate Health & Safety Director Magnus Pacific Jennifer Massey Assistant Corporate Safety Director Harder Mechanical Contractors

Client Accessibility Cloud Computing: 24/7 access, from ANY workstation with internet connectivity Constant data backup Top-of-the-line security systems in place Tablet Accessible

Client Portal and Dashboard… Keystone of Service! “Industry image” reflects your unique industry Quick Links™: Access parts of the platform that you use frequently Notifications & Alerts keeps you up-to-date with tasks

The Risk Management Platform Resources Includes: News, Calendar of Events, Announcements Contains important news and timely resources Risk Management Manual Build your risk management manual from My Content Risk Management Library Policies, procedures, training shorts, posters, training materials, quizzes, links, and more My Content & My Content Inbox Create and distribute your own documents from internal resources or edited Library resources and documents HR & Benefits Library A comprehensive HR Library to help your organization stay compliant with federal and state labor laws

Risk Management Library® Enhance your safety program with a multitude of bilingual safety and risk management resources Establish guidelines and procedures Improve training programs Inform and engage employees Create a safety culture Demonstrate compliance Form an Injury and Illness Prevention Program

Risk Management Library The Library contains over 2,000 documents in English & Spanish Search for anything in the Library by keyword Add any document, training, or video to My Content

Risk Management Library The Library contains a variety of training programs Use Succeed to create custom online training programs that address your unique exposures and workplace issues

Risk Management Library Enhance your safety programs Add items to My Content

Partner Resources Users can easily build out My Content by creating folders and uploading documents.

My Content Users can easily assign documents to their employees and sites

My Content Inbox My Content Inbox – access via the mail icon in the main menu bar. Forward company-specific documents to your entire staff.

Risk Management Manual Build out your risk management manual using the intuitive interface

Search to Mitigate Available on every library page Search by keyword Advanced search capability delivers faster, more reliable and relevant material in a logical and organized structure

HR & Benefits Library Federal and state labor laws and regulations including COBRA, HIPAA, FMLA, USERRA, ADA, and Health Care Reform Training videos for dozens of common HR issues Health Care Reform updates & HR News alerts Sample forms and policies State Posters Employment law resources Salary Benchmarking Application Employee Manual Builder

The Risk Management Center Includes: Training Track® Users track their training—automatically! BBS Track® Help clients build Behavior-Based Safety programs easily! Safety Observation Track® Assists clients in maintaining safe practices in a workplace. Audit Track® Help clients create and maintain audits, surveys, and questionnaires. Incident Track® Reduce your clients’ claims by tracking incidents. SDS Track® Assist clients with organizing and managing their Safety Data Sheets. Job Description Track® Clients can create job descriptions and return-to-work programs easily. COI Track® Help manage your clients’ certificates of insurance before a problem occurs. Click an icon to jump to that section!

Go back to Applications Incident Track® Automates incident reporting, OSHA logs, and trending Focus efforts to target loss sources Near-miss reporting Manage and maintain your own data Track All Types of Claims: Work related illness and injury General liability Property Auto/fleet Environment And more! Go back to Applications

Incident Track® Simple, step-by-step wizard

Incident Track®

Incident Track®

Incident Track® Investigate and identify root causes, at-risk behaviors, and at-risk conditions

Incident Track® - OSHA 300 Log

Incident Track® - First Report of Injury: State-specific

Incident Track® - Sophisticated Trending and Graphs Print and distribute trending reports to multiple sites, enabling a targeted, proactive training response.

Administrative Platform: Incident Trending Print and distribute trending reports to multiple sites, enabling a targeted, proactive training response.

Go back to Applications Training Track™ Track your training automatically & stay OSHA- compliant. Schedule and record training sessions for your employees effortlessly. Employees and Managers receive reminders of trainings coming due. Keep records and run reports easily by using Training Track as your solution. Track: Training Departments Employees Supervisors Sessions And more! Go back to Applications

Training Track™ Pause scheduled trainings Training Track delivers the scope and flexibility needed for a complete and automated online training program. Pause scheduled trainings Download certificates of completion from Training History Recording Offline trainings Include attachments Track and record the instructor of the course, cost, education credits, and license information Clear distinction between Online and live training throughout Training Track Create training categories for classroom trainings Schedule training – online, live, and by Employee Auto-notifications Clear and useful reporting

Training Track™: Custom Reports – by training, department, and more

Example Reports Compliance Report Training History Assigned Documents

Succeed Online Training Library Review training information, preview, and schedule an online training from the library

Succeed Online Training Library Trainings are accessible across all major desktop, laptop, and tablet formats, and all major web browsers View a brochure

Safety Videos The extensive library spans dozens of industries and topics including industry-specific safety, compliance, human resources, healthcare, and school staff training videos, plus much more. Over 300 courses Available in both English & Spanish

Safety Videos Safety Videos can be accessed from the Library 100% OSHA/DOT/EPA-compliant

Employee Portal Your employees have their own portal, where they can access assigned training, library materials, News and Announcements, and more.

Employee Portal Online e-Learning: efficient, convenient, and cost-effective Instant ROI Cost savings versus classroom-based training Access anywhere with an internet connection

Employee Portal Reduces incidents, accidents & claims Ensures compliance Targeted training to address loss sources

Client Success Story Issue Solution Results Company: Precision Castparts Corp. Issue This company needed to reduce training costs and be able to train employees efficiently. Solution Succeed converted over 20 employee New Hire and General Safety training courses from PowerPoints to automated online courses. This streamlined productivity, and training assignments were automatically monitored and tracked in Training Track™. Results One division has realized annual hard-dollar savings of $23,000 by converting instructor-led classroom courses into automated online programs Divisional Training Coordinator says, "we are saving hundreds of hours in productivity due to these online training programs, and we are just getting started!" The company has already made plans to continue to transfer all applicable training to an online training format

Training Cost Savings Calculator: ROI & Discovery

Go back to Applications SDS Track® Organize, manage, and provide access to your organization’s Safety Data Sheets. Easily load existing SDSs Provide employee access to SDSs from any computer with internet access Print Labels Increase workplace safety Print GHS, HMIS and NFPA labels. Go back to Applications

SDS Track® A complete system to organize, manage and provide access to your Safety Data Sheets (SDSs) OSHA’s Hazard Communication (GHS) and “Right-To-Know” standards require a Safety Data Sheet (SDS) for each chemical.

SDS Track® Video on the GHS training We have GHS-compliant materials including two comprehensive GHS training courses for both managers and employees. Video on the GHS training

SDS Track®: GHS Compliance & Label Printing Enable compliance with regulators Fully GHS-compliant software solution Need help entering and managing your SDSs? Ask us!

Go back to Applications COI Track® Manage your Certificates of Insurance before a problem occurs. Automates tracking and manages Certificates of Insurance Makes loading certificates easy Prevents significant liabilities to your organization, and addresses insurance needs Track: Expiration Dates Required Limits Policy Details And more! Go back to Applications

COI Track® Streamlines the certificate of insurance management to minimize risk by maintaining up-to-date vendor records. Manage certificates from a single menu Add certificates and view/initiate workflows Reports Easy setup

COI Track® All needed data will be tracked and reviewed against the contractual requirements

COI Track® Layout of setup menu Easy-to-use guide to add new certificates of insurance

Go back to Applications BBS Track® Build Behavior-Based Safety (BBS) Programs easily. Export a PowerPoint for easy training Build your Job Hazard Analyses quickly Utilize our pre-loaded Hazard Analysis Library Customize your Hazard Analyses Go back to Applications

BBS Track®: Drive down losses and build an effective safety culture

BBS Track® Add steps, issues and job requirements as necessary

BBS Track®: Printing functionality Create PowerPoints that are fully customizable from JHAs Request conversion into online training programs

Safety Observation Track® (NEW!) Perform and track safety observations based on the JHA’s created in BBS Track Identify hazards Demonstrate job compliance Identify root causes Assign corrective actions for any non-compliant areas Go back to Applications

Safety Observation Track® Easily search through observations and generate both a summary and detailed report Print a blank safety observation form, for the field

Safety Observation Track® Assure that your employees are doing their jobs safely

Job Description Track® Create Job Description and Return-to-Work programs easily with our Job Description creation software. Adopt HR Best Practices Align with ISO Standards Create Job Descriptions in minutes Implement Return To Work Job Descriptions Customize to your organization Use our Example Library to supplement Job Descriptions Go back to Applications

Job Description Track® Quickly build job descriptions to clearly communicate roles, responsibilities, and performance expectations.

Job Description Track® Develop and maintain a library of updated job descriptions, including modified duty job descriptions, to demonstrate HR compliance

Go back to Applications Audit Track® Create and maintain audits, surveys, and questionnaires. This application allows you to streamline the audit process. Create custom audits for organizations and departments Deploy in the field on any major mobile device Detailed reports based on your criteria Allows you to target and resolve revealed issues before they become incidents Keeps all Safety Audits, Inspections, Self- Assessments, and other workplace checklists up-to- date Go back to Applications

Audit Track®

Audit Track®

Help and Training Center Integrated Help Send help desk requests Sign up for training and educational webinars Short, how-to videos and documents Daily Platform Training Webinars

Weekly “Toolbox Talk” Sample Branded to your agency – customizable! Important updates and risk management and safety events Provide a valuable service Timely and important topics Toolbox Talks are both in English and Spanish

Ask the Expert Ask a question from our team of experts, on topics such as: Occupational Safety & Health Employee Exposure or Concern Industrial Hygiene Training Issue Environmental Human Resources And more

Platform Services

Platform Services

Educational Webinars (Succeed University®) A comprehensive training curriculum for you and your staff Free service, designed to deliver educational webinars Courses are developed by safety and health professionals Fresh insight into relevant risk management issues, and how to apply the Risk Management Center effectively to save time and money Click to see a full schedule

Video Testimonial “If an OSHA inspector walks through my door, I know that I have good documentation of what we’re doing in terms of providing adequate training. The Risk Management Center allows me to sleep a lot better at night. And it allows us to separate and define ourselves a bit differently from others in our industry” Harry Franzheim President New Era Staffing & HR Solutions

Video Testimonial “We can forward a Heat Stress Training to a construction client in the field, they can review it and it’s going to automatically document that they’ve took it. The employee doesn’t have to sit in a meeting, doesn’t have to sign anything, that’s a very powerful tool for using technology to drive efficiency and risk mitigation. ” Scott Pitman Risk Manager InterWest Inurance Services

Excellence in Service Take Advantage of: Daily webinars to help train you and your staff use the Risk Management Center Branded Weekly Training Shorts and helpful safety tips Full support Database Management Services

A Complete & Holistic Risk Management Solution The Risk Management Center is designed to enable faster and easier workflows. The Risk Management Center has the tools to manage all aspects of EHS and employee development programs, including safety training online courses and streaming videos. You can easily complete all critical risk mitigation, safety, and compliance tasks.