1. The Standard in Enterprise Risk Management
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. RMC Needed Required for: IIPP/ APP/ HASP Training Compliance
Audit Groups
Showcasing Performance to Insurers
Drive down TCOR by deploying RMC
New OSHA requirements

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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

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

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

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

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

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

18. 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

19. 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

20. 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!

21. 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

22. Incident Track®
Simple, step-by-step wizard

23. Incident Track®

24. Incident Track®

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

26. Incident Track® - OSHA 300 Log

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

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

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

30. 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

31. 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

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

33. Example Reports
Compliance Report
Training History
Assigned Documents

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

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

36. 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

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

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

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

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

41. 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

42. Training Cost Savings Calculator: ROI & Discovery

43. 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

44. 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.

45. 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

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

47. 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

48. 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

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

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

51. 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

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

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

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

55. 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

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

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

58. 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

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

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

61. 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

62. Audit Track®

63. Audit Track®

64. 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

65. 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

66. 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

67. Platform Services

68. Platform Services

69. 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

70. 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

71. 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

72. 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

73. 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.