Consultative Service Pre-Bind Risk
Review & Analysis
RiskFit® Essentials TeleRisk™ Consultation OffSight™ Risk Assessment OnSight® Comprehensive Risk Assessment
Automatic and Ongoing Engagement Throughout Policy Period
Unlimited Access to Helpline for Advice-on-Demand Yes Yes Yes Yes
Online RiskFit® Essentials Program with Certificate Yes Yes Yes Yes
Monthly RiskTips via Email (Videos, Podcasts, Checklists) Yes Yes Yes Yes
Review & Analysis of External Data
Client Website & Online Reviews Yes Yes Yes Yes
Regulatory & Survey Data Yes Yes Yes Yes
Claims History Analysis Yes Yes Yes Yes
Application & Submission Info Yes Yes Yes Yes
Underwriting Questions Yes Yes Yes Yes
Analysis of Operations
Interview Member(s) of Leadership Team Yes Yes Yes
Review of Client Supporting Documentation Yes Yes
Virtual Tour & Inspection Yes
Facility Tour & Visual Inspection Yes
Comprehensive Audit of Risk Management, Quality of Care, Facility Practices Yes
Reporting
Annual Program-Wide Client Engagement Data Summary Yes Yes Yes Yes
Client-Specific Executive Summary & Recommendations Yes Yes Yes
Confidential Internal Summary for Underwriter Yes Yes Yes Yes

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