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Case Study

OVD Insurance Cuts Risk Report Development Time by 50% While Enhancing Client Satisfaction with SoterAI

About OVD Insurance

OVD Insurance is a premier insurance and risk management firm, offering value-driven guidance since 1982. They've grown into one of the largest independent insurance agencies in the U.S., known for their dedication to delivering tailored solutions for their clients.

The Challenge

Before adopting SoterAI, OVD struggled with the labor-intensive process of generating detailed risk reports for clients. Manually referencing OSHA standards and other regulations consumed significant time, reducing productivity. Report formatting in Microsoft Word added to the challenge, requiring several hours each week.

Additionally, safety policy reviews were slow and inefficient due to their complexity and length.

The Solution

SoterAI, the first safety & compliance AI, provided OVD with the capability to streamline their reporting process. OVD risk consultants started capturing images and videos of client facilities, which they uploaded to SoterAI. The AI engine not only identified potential OSHA and governmental violations but also recommended industry-proven corrective actions.

This drastically reduced the time spent manually searching for standards and writing reports. SoterAI also enhanced the efficiency of policy reviews, aligning with OVD's goal of improving overall risk management operations.

The Results

50%

Reduction in Report Writing Time

The implementation of SoterAI halved the time required for report creation, doubling the team's productivity.

Improved Report Accuracy

Automated referencing of OSHA standards increased both the accuracy and educational value of the reports, providing consistent, uniform reports across the board.

Enhanced Client Satisfaction

OVD's clients recognized and appreciated the quicker turnaround of reports, which facilitated more efficient risk assessments and consultations.

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To Sum Up

SoterAI revolutionized OVD's workflow by reducing manual tasks, enhancing report accuracy, and significantly improving the speed of client assessments.

"
Dylan LeClear, Risk Solutions Coordinator at OVD Insurance, noted that the AI-powered tool was a game changer for OVD's risk management operations, elevating both internal efficiency and client satisfaction.

Dylan LeClear

Risk Solutions Coordinator at OVD Insurance

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