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your agency's best advisor

unlocking risk management for every producer

advisor
advisor
advisor
advisor
assessments
risk profile scores
mutual action plans
credibility through questions
quantify for clarity
value through mutual action

Office  Risk Mitigation Plan
oversee a forklift-driving course to reduce “minor forklift stunts” in the warehouse.
Michael S.
November 15th, 2024
simulate a “realistic” fire scenario to assess employee readiness
Dwight S.
March 15th, 2025
plan status:
client:
owners:
contacts:
due date:
published
Dunder Miflin
Angelo Grotto
M Scott, D Schrute
January 15th, 2025
assessments
Pending
2
Completed
5
Total
7
Financial & Operational Resilience
Workforce & Key Personnel Safety
Cyber Security & Digital Infrastructure
Operational Safety & Incident Prevention
Equipment & Asset Management
Financial & Operational Resilience
Contract Review & Liability Management
Contract Management
Equipment Maintenance
prospect summary
476
contractors
7 Aassessments
3 Responses
Based on your responses, we’ve identified a few areas that would benefit from strategic improvement, particularly in contract management and equipment maintenance. These adjustments will help you reduce operational risks, enhance project continuity, and protect your bottom line. Below is a tailored action plan to address these areas effectively.
assessments
Pending
2
Completed
5
Total
7
Workforce & Key Personnel Safety
Workforce & Key Personnel Safety
Cyber Security & Digital Infrastructure
Operational Safety & Incident Prevention
Equipment & Asset Management
Financial & Operational Resilience
Contract Review & Liability Management
Contract Management
Equipment Maintenance
prospect summary
476
Contractors
7 Aassessments
3 Responses
Based on your responses, we’ve identified a few areas that would benefit from strategic improvement, particularly in contract management and equipment maintenance. These adjustments will help you reduce operational risks, enhance project continuity, and protect your bottom line. Below is a tailored action plan to address these areas effectively.
Improvement of Office Operations and Risk Mitigation Plan
oversee a forklift-driving course to reduce “minor forklift stunts” in the warehouse.
Michael S.
November 15th, 2024
simulate a “realistic” fire scenario to assess employee readiness
Dwight S.
March 15th, 2025
plan status:
client:
owners:
contacts:
due date:
published
Dunder Miflin
Angelo Grotto
M Scott, D Schrute
January 15th, 2025

document value
through mutual action.

transparency for every player and every action
in your most important accounts

Without a risk scorecard,
your clients will use premium.

risk scores that you and your clients
can mutually work towards improving.

Without a risk scorecard, your clients will use premium.

give your accounts a unique sense of control
over their risk management

Alignment starts
with assessment

gain credibility through questions. Find gaps in risk management
practices, coverage, & the incumbent

Alignment starts
with assessment

gain credibility through questions. Find gaps in risk management
practices, coverage, & the incumbent

Activate Advisor
Mode

plans

outside the box
Advisor experiences

in a box

prebuilt niche assessments
custom
‍business cases
mutual
action plans

the tools producers need to get past the premium

ready for  LAUNCH