INTRODUCING

 
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INSurance Information Tracking Ecosystem

INSITE is your secure portal for full client management, providing everything Workers’ Compensation related. Secure your clients’ most important data, access claims management tracking and trending across clients and industries for meaningful comparisons and benchmarks, centralize communication for you and your clients and provide your clients with educational resources and access to a
risk management compliance library.

 
 

Scalable risk management solutions provided from a secure cloud community portal.

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Core Features

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DATA SECURITY
Protect your clients’ most important data;
comply with SB1121 and GDPR. 

TRACKING & TRENDING
Access files, reports, claims’ status and trending
for all clients.

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CENTRALIZED COMMUNICATION
Streamline communication between employers, brokers and ESM Advocates.

 
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EDUCATIONAL RESOURCES
Provide your clients with premium training content to educate, inform and lower risk.

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COMPLIANCE LIBRARY
Increase your clients’ compliance with our library of 400+ tools and best practices.

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CUSTOMER SUPPORT
Regular check-ins and accessibility to ESM customer care team

 
 
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Leveraging the power of Salesforce Communities, INSITE provides Insurance Brokers and their Clients the tools to mitigate risk and a platform dedicated to customer success and digital communications.

 
 
 
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EDUCATIONAL RESOURCES

TRAININGS, CERTIFICATES & BADGES TO ENHANCE YOUR PROFESSIONAL KNOWLEDGE & POTENTIAL DISCOUNTS ON WORKER’ COMPENSATION PREMIUMS

 
 
 
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Compliance LIBRARY

400+ risk management tools to accelerate your compliance needs.

 

Built for Managing Risk
Built by Risk Managers

Contact us to get started.