ClientSpace Risk Management

Reduce Risk and Improve Efficiency

ClientSpace Risk Management helps you stay compliant, minimize liabilities, and protect your organization from legal, operational, and compliance risks. But that’s not all—ClientSpace Risk Management can boost the efficiency of your risk-related workflows.

From simplifying policy management and tracking workers’ compensation claims to effortlessly renewing certificates of insurance, Risk Management makes managing risk easier and more effective.

• Workers’ Compensation Claim Tracking
  Keep track of workers’ compensation claim details, including claimant info, investigations, and return-to-work updates—all in one place. 
• Policy Management & Reporting
  Manage policies and renewals easily with a centralized dashboard. Automate client and employee transitions, import carrier data for financial forecasts, and generate OSHA forms and wage statements effortlessly. 
• Certificates of Insurance Management
  Streamline certificate management with a two-click renewal process, automatic cancellations, email delivery, and flexible templates. 
• EPLI Claims
  Monitor EPLI policies, claims details, and financial data to inform pricing decisions, set premiums and deductibles, and evaluate client renewals.