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

2. About Succeed Management Solutions
AUDIT/LOSS CONTROL SERVICES
COMPLIANCE SOFTWARE
EHS RISK MANAGEMENT
WORKFORCE MANAGEMENT

3. Economist – The Coming Revolution of Insurance“
…providers of property-and-casualty (P&C) insurance…have seen their pricing power come under relentless pressure…with the stubbornly high costs in maintaining their old systems, this has meant that profitability has steadily deteriorated…Henrik Naujoks of Bain & Company, a consultancy, say this has left such insurers facing a stark choice: become low-cost providers, or differentiate themselves through the services they provide. “

4. $ $ $ Growth, Retention, & Revenue! Agency Benefits Attract Prospects
Retain Clients
Add Revenue
Enables Consultative Approach to Selling
Growth, Retention, & Revenue!

5. $ $ Compliance & Huge ROI! Client Benefits Save Time Reduce Costs
Enhanced Resources
Comply with Regulations
Compliance & Huge ROI!

6. 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

7. 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

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

9. Client Access & Login Dovetail to your industry segments
Compete against any broker
Direct clients to your website and your resources

10. 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

11. The Risk Management Platform Resources Includes:
News, Calendar of Events, Announcements
Provide important news and resources to clients
Risk Management Manual
Clients can build their risk management manual from their My Content
Your Group’s Resources
Provide important and useful resources to clients
Risk Management Library
Policies, procedures, training shorts, posters, training materials, quizzes, links, and more
My Content & My Content Inbox
Clients can create and distribute their own library from internal resources or edited Library resources and documents
HR & Benefits Library
Provide access to an HR Library to help clients stay compliant with federal and state labor laws

12. Risk Management Library®
Enhance your client’s 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

13. Risk Management Library
Accessible to all clients
Makes you the solution provider
The Library is bilingual
English
Spanish
Search for anything in the Library by keyword
Clients build their custom library in My Content

14. Risk Management Library
The Library contains a variety of training programs
Succeed can create custom online training programs for clients as well

15. Partner Resources
Offer custom resources to your clients; provide best practices and focused, industry-specific content
Clients can add any document to My Content

16. My Content
Users can easily build out My Content by creating folders and uploading documents. They can also assign documents to individuals and sites.

17. 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

18. 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

19. 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!

20. Go back to Applications
Incident Track®
Automates incident reporting, OSHA logs, and trending
Focus clients to loss sources
Near-miss reporting
Clients and your team maintain data
Data pools by sector
Track All Types of Claims:
Work related illness and injury
General liability
Property
Auto/fleet
Environment
And more!
Go back to Applications

21. Incident Track® Simple, step-by-step wizard.
Clients can improve the visibility, efficiency and accuracy of their workplace incident management system.

22. Administrative Platform: Incident Trending
Knowing your clients’ problems gives you insight into their needs.

23. Go back to Applications
Training Track™
Clients can track their training automatically & stay OSHA-
compliant.
Clients can schedule and record training sessions for their employees
effortlessly.
Receive reminders of trainings coming due.
Keep records and run reports easily by using Training Track as their solution.
Track:
Training
Departments
Employees
Supervisors
Sessions
And more!
Go back to Applications

24. Training Track™
Delivers the scope and flexibility your clients need for a complete and automated online training program.
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
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

25. eLearning Statistics 77% of American corporations use online learning
72% of companies surveyed report that eLearning keeps them on top of industry changes
Corporations save 50-70% when they replace instructor-based training with eLearning
eLearning classes are 25-60% shorter in duration than traditional classes
23% of employees leave their jobs because the position lacks opportunity for development and training
Online education is proven to increase knowledge retention by 25-60%
elearningindustry.com

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

27. 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

28. 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

29. Training Cost Savings Calculator: ROI & Discovery

30. Go back to Applications
SDS Track®
Clients can organize, manage, and provide access to their 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

31. SDS Track® Video on the GHS training
A complete system to organize, manage and provide access to clients’ Safety Data Sheets (SDSs)
Clients can organize, manage, and provide access to their Safety Data Sheets.
OSHA’s Hazard Communication (GHS) and “Right-To-Know” standards require a Safety Data Sheet (SDS) for each chemical.
We have GHS-compliant materials including two comprehensive GHS training courses for both managers and employees.
Video on the GHS training

32. SDS Track®: GHS Compliance & Label Printing
Enable compliance with regulators

33. Succeed Compliance Programs & Packages
ONLINE TRAINING COMPLIANCE PROGRAM
Helps clients deliver the training resources to cost-effectively stay compliant and improve the skills and knowledge of their workforce
HAZARD COMMUNICATION COMPLIANCE PROGRAM
Helps clients devise an effective, comprehensive Hazard Communication Compliance Program
IIPP COMPLIANCE PROGRAM
Helps clients maintain compliance with federal, state, and OSHA requirements while improving their safety culture

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

35. COI Track®
Streamlines the certificate of insurance management to minimize risk by maintaining up-to-date vendor records
Manage certificates from a single menu
Clients can add certificates and view/initiate workflows
Reports
Easy setup
All needed data will be tracked and reviewed against the contractual requirements

36. Go back to Applications
BBS Track®
Clients can build Behavior-Based Safety (BBS) Programs easily.
Export a PowerPoint for easy training
Build their Job Hazard Analyses quickly
Utilize our pre-loaded Hazard Analysis Library
Customize their Hazard Analyses
*Separation of BBS’s JHA development and subsequent safety observations – Safety observations are now performed and tracked in their own application.
Go back to Applications

37. BBS Track®
Clients can add steps, issues and job requirements as necessary

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

39. Safety Observation Track®
Users can easily search through observations and generate both a summary and detailed report
Clients can print a blank safety observation form, for the field.
Clients can assure that their employees are doing their jobs safely

40. Go back to Applications
Audit Track™
Help clients create and maintain audits, surveys, and questionnaires. This application allows them to streamline the audit process.
Creates custom audits for organizations and departments
Deploy in the field on any major mobile device
Detailed reports based on your clients’ criteria
Allows them 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

41. Audit Track™

42. Audit Track™

43. Job Description Track®
Clients can 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 their organization
Use our Example Library to supplement Job Descriptions
Go back to Applications

44. Job Description Track®
Clients can develop and maintain a library of updated job descriptions, including modified duty job descriptions, to demonstrate HR compliance.
Quickly build job descriptions to clearly communicate roles, responsibilities, and performance expectations.

45. 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 for Clients

46. Weekly “Toolbox Talk” Sample
Branded to your agency – customizable!
Important updates and risk management and safety events
Provide a valuable service

47. Ask the Expert Clients can ask a question from our team of experts
Clients can ask questions about:
Occupational Safety & Health
Employee Exposure or Concern
Industrial Hygiene
Training Issue
Environmental
Human Resources
And more

48. We Help You Sell and Create Exit Barriers
Sample leverage questions for your clients:
What kind of assistance do you currently get to highlight problem areas and providing solutions?
How do you track incidents for frequency or possible severity?
Who helps you prepare training programs when you notice an increase in certain types of incidents?
What’s your current Payroll Service Provider do to assist?
Do they have a tool like the RMC they provide to you?

49. Platform Services

50. Platform Services

51. Educational Webinars (Succeed University®)
A comprehensive training curriculum for your clients and their staff
Free service, designed to deliver important and topical educational webinars
Courses are developed and presented 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

52. Succeed University™ for Partners
Example classes
Learn how the Risk Management Center enables your clients to manage their risk
Discovery documents and marketing materials available to you
Rotating classes focus on different issues, giving you insight to the problems they face on a daily basis
Succeed University for Partners - Full Schedule

53. Succeed Advantage™ Send Prospect-focused Campaigns
Reach a broader prospect base than you thought possible
Set recurring, personalized campaigns
Add links to your offerings and services on your website
Good day!
My name is John Smith and I have received your name from XYZ company, and Chris Thompson recommended that I contact you regarding your insurance and risk management needs. I specialize in your industry. In addition to insurance, my company and I are also well-versed in reducing risk for our clients. Most of our clients see a 70% reduction in incidents at their workplace. ABC Insurance is well-known for offering competitive rates, while offering the best value in the marketplace today.
Useful Links
Request a Quote
Sign up for a free webinar on risk management and insurance
Free webinar: Understand the GHS (Globally Harmonized System) regulations
Offerings from ABC Insurance
We offer coverage for many different industries.
We also advise regarding risk management and can assess your workplace for risk. This, in turn, will lower your insurance costs and reduce both direct and indirect costs related to an incident.
We look forward to hearing from you! Thank you for taking the time to read this .
Sincerely,
John Smith

54. Producers Pre-announce RMC
Roll-Out Process
Client Seminars
Clients Loaded to RMC
Producers Pre-announce RMC
RMC Welcome
SCEP
Login support to SU and Platform Training
Partner/Succeed update RMC client list monthly:
Renewal clients
New Clients

55. Differentiation Begins with Discovery

56. Differentiation Begins with Discovery

57. Differentiation Begins with Discovery

58. 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

59. Video Testimonials
“The Risk Management Center is a prominent part of the discussion when we’re proposing to a new client. The Risk Management Center helps us provide a level of differentiation”
“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”
Greg Collins
President and CEO
Parker, Smith & Feek
Jasen Yardley
Corporate Health & Safety Director
Magnus Pacific
Jennifer Massey
Assistant Corporate Safety Director
Harder Mechanical Contractors

60. Excellence in Service
The Risk Management Center is designed to generate usage and drive client engagement and retention.
Deliver the applications and resources your clients need to manage all aspects of their EHS and employee development programs, including powerfully engaging safety training online courses and streaming videos.
Stay in front of your clients every day—automatically.
Use the Risk Management Center as an effective and efficient Service Plan tool. Your clients can easily complete their critical risk mitigation, safety, and compliance tasks.