Loss-control workflows for carriers.
Recommendations that live on the employer's register. Client-approved visibility keeps employer records separate and access revocable. Coordinate recommendations and follow-through across sponsored workspaces.
Capabilities
What carriers get
Keep recommendations and employer follow-up visible to the right people.
Policyholder recommendation register
Keep findings, due dates, employer response plans, correction evidence, and follow-up history together. The employer owns the record and can track what remains open.
Access the employer approves
Employers choose what recommendation information to share with your team and can revoke access. Carrier staff use their own access; they do not sign in as the employer.
Share status without shifting responsibility
Your team can follow recommendation status when an employer approves it. The employer remains responsible for any required posting or filing; sharing a record with your team does not submit it to a regulator.
Track follow-up dates
Set reminders for requested documents, consultations, and program follow-up. Review requirements for each policyholder and jurisdiction before taking action.
Carrier-paid enterprise terms
Your institution contracts directly with SafeGora. Terms can account for the sponsored policyholder workspaces in use. Our team will review scope, access, and pricing with you.
Recommendations where employers work
Sponsored workspaces give policyholders their own place for recommendations, safety records, and follow-up work. Each employer's information stays in its own workspace.
Workflow
How it works
Start with an enterprise agreement, then connect policyholders through access each employer approves.
1. Plan the program
We review your loss-control workflow, policyholder scope, access needs, and enterprise terms with your team before setup.
2. Set up policyholder workspaces
Each participating employer gets a separate sponsored workspace. The employer approves what your team can see, and carrier staff use their own access.
3. Issue and track recommendations
Record visit findings and recommendations. Employers add response plans and correction evidence; your team reviews the status they have agreed to share.
4. Review program use
Your enterprise agreement sets the commercial terms. Review the number of active sponsored workspaces as the program grows.
Talk with us about carrier loss-control
Talk with our team about your policyholder workflow, employer-approved access, sponsored workspaces, and enterprise terms.
Also see safety consulting firms for the private consulting practice path.