Imagine Series – Risk Management makes it easy for its network to collaborate.

screen-shot-2016-11-28-at-1-40-44-pmIf you ever sat down and mapped out communication between Risk Management and “other parties” you would probably be shocked at the extensiveness of the network.  Besides the usual suspects like claimants, carriers, brokers, adjusters, and attorneys, what about the driver that needs an Auto ID Card, an event planner that needs a Certificate of Insurance, a Bond requester or someone requesting a contract review and so on and so on.  

E-mails, phone calls, letters… it can be a confusing mess.  Maybe you outsource some of these requests and it gets even more complicated.  Let’s say, for example, that you typically route certificate request to the broker.  Of course you could use the brokers “online” system for that one but how does the person in the field remember to do that?

Imagine a solution where Risk Management has the capability to publish a branded “Request Center” which provides a simple way to enable your entire organization to connect to your Risk Management Department.  By guiding them through the request process, you can collect the right information the first time.  Requests are logged in a Request Center database and can be triaged, automatically routed if necessary, placed in the responsible party’s diary or approval que, statuses updated, and solutions documented.  

The specific information you collect can be tailored to your needs:

Some examples might include…

  • Contract Review Request
  • Report Request
  • Property Update Request
  • Bond Request
  • Certificate of Insurance Request
  • OSHA Log Request
  • Incident Report
  • Training module request
  • Instructions on a topic
  • Etc. Etc.
  • Other/Miscellaneous request

The good news is that this technology already exists and is being used in the “real world”.

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