Case Study
Collins & Associates Enhances Risk Control Services with SoterAI
Streamlining complex analyses and boosting client value: how Collins & Associates leverages AI for proactive risk management
The Challenge
Collins & Associates Corporation is a provider of risk management and insurance services, dedicated to helping its diverse clientele navigate complex risk landscapes. Jason Allen, CSP, as the Director of Risk Control Services, leads a team committed to delivering expert guidance and practical solutions.
For Jason and his team, the daily work involves engaging with a wide array of clients across various sectors – from general industry and construction to specialized areas like fuel and gas, fleet operations, and even mine safety. This diversity brings the challenge of staying current with numerous regulations (OSHA, MSHA, DOT) and efficiently analyzing client-specific data to provide tailored advice. The core challenge lay in maximizing time spent on high-value client interaction and strategic risk management while minimizing time on routine administrative tasks.
Transforming Policy and Training Document Review
A significant part of Jason's work involves thoroughly reviewing clients' existing safety policies, procedures, and training materials. Traditionally, this was a painstaking process: printing out a client's lengthy safety manual, then poring out hours. This manual cross-referencing could consume hours for a single document.
SoterAI has transformed this workflow. Jason can now upload a client's entire safety manual directly into the SoterAI platform. Within seconds, the AI would analyze the content and pinpoint areas needing attention – missing elements, outdated language, or sections requiring clarification. This gives Jason instant, actionable insights. What previously took hours of manual labor could now be accomplished in minutes or seconds. This rapid analysis not only saved Jason and his team considerable administrative time but also ensured a thorough and consistent review, allowing them to quickly move to the more strategic work of helping clients address these identified gaps.
Streamlining Loss Data Analysis for Actionable Insights
Another critical aspect of Jason's role is analyzing clients' loss data – their history of workplace incidents and claims. Clients often provide this data in various formats: sometimes in detailed spreadsheets, other times in PDF or Excel formats that weren't easy to manipulate, requiring significant effort to sort, filter, and extract before any meaningful trend analysis could even begin. For clients with extensive loss histories, this data could span 10, 20, or even 30 pages.
SoterAI revolutionized this data analysis workflow. Instead of laborious manual data entry and sorting, Jason could now upload the raw loss data files directly into the AI platform. SoterAI would then rapidly process the information, performing the analysis in minutes and highlighting key trends, affected body parts, and locations driving the losses. This capability was a "game changer," according to Jason. The analysis was not only faster but also more effective, allowing the team to focus on what truly matters: discussing the identified trends with clients and collaboratively developing targeted action plans to prevent future losses, rather than being buried in spreadsheets.
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Rapidly Navigating Unfamiliar Industries and Regulations
Given the breadth of Collins & Associates' client base, Jason and his team frequently encounter industries or regulatory areas where they may not be deep subject matter experts, such as MSHA (Mine Safety and Health Administration) or specific DOT (Department of Transportation) rules. As a generalist, knowing enough about every specific regulation is not easy, and getting up to speed for a site visit in an unfamiliar sector required significant research.
SoterAI became an invaluable research tool for these situations. For instance, when preparing for a hazard identification audit at a site regulated by MSHA, an area he hadn't worked in extensively, Jason could quickly query MSHA requirements. Through a brief back-and-forth interaction, SoterAI generated a tailored list of how single-page checklists specifically tailored for his needs. This entire process of creating a robust, site-specific audit tool took less than 10-20 minutes with SoterAI, a task that Jason estimated would have taken him hours to research and compile manually. This capability allows the team to confidently and competently serve clients in a wider range of industries, effectively leveling the playing field regardless of prior specific experience in a niche sector.
Overall Impact: A New Standard in Risk Control Services
The integration of SoterAI has brought significant, tangible benefits to Collins & Associates' risk control services:
- Massive Time Savings: Across multiple workflows – from policy reviews that now take seconds instead of hours, to rapid loss data analysis and quick generation of audit checklists – Jason estimates that SoterAI saves him personally 50-60% of his time on administrative tasks.
- Increased Client-Facing Value: By streamlining time spent on administrative tasks, the risk control team can dedicate more hours to being on-site with clients, engaging in collaborative action planning, and helping implement risk reduction strategies directly.
- Greater Accuracy and Expertise: SoterAI empowers the team to quickly become knowledgeable and effective in diverse client industries and regulatory environments, reducing the potential for human error in complex manual processes and enhancing their versatility and the value they provide.
- Enhanced Competitive Advantage: In an industry where understanding and disseminating vast amounts of risk control information is critical, SoterAI helps the Collins & Associates team operate more efficiently, deliver deeper insights, and ultimately foster stronger, more proactive safety partnerships with their clients.
SoterAI has been a game changer for our risk control services. What used to take hours now takes minutes. We can analyze loss data, review safety policies, and prepare for site visits in a fraction of the time, allowing us to focus on what really matters – helping our clients build safer workplaces.
Jason Allen, CSP
Director of Risk Control Services at Collins & Associates