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The Brokers Playbook-Using Data to Win & Retain Clients

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Reduce risks and hazards with a proactive approach to property management. Improve the management of your loss control programs through a central repository of risk engineering survey results. Manage the progress of recommendations, track temporary impairments, and establish a more proactive approach to property management by reducing risks and other hazards. Capabilities include: » Survey collaboration and management between risk engineer, client manager, as well as the insurer. » Management of recommendations progress with the assignment to a local responsible party with direct status updates. » Centralized document management including survey reports, building plans, CAD drawings, engineering reports, and flood maps. » Automated survey scheduling based on the risk profile of each location and the last survey date. » Link to investigations, audits, and assessments. THE BROKERS PLAYBOOK Using Data to Win & Retain Clients | 7

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