For risk control and loss control
Every consultant delivers like a full team.
Site visits, loss runs and client questions become finished deliverables the same day: inspection reports from photos, risk-control reports and service plans, loss-run and incident analysis, and regulatory and weather alerts for every client location, in your template, cited to the source.
Site visit: Ridgeline Builders, Yard 2
Risk-control report
- Hazard
- Unguarded edge on loading dock, north bayPhoto 14 · OSHA 1910.28
- Hazard
- Extension cords run through standing waterPhoto 22 · NFPA 70E
- Trend
- Strains up 31% across the last three loss runsLoss run, p. 4
- Action
- Assign guard install to site lead, due in 14 days
Illustrative example, not customer data.
5 hrs → 30 min
per assessment
ICW Group
3x
client capacity, same team
OVD Insurance
70%
admin time saved
Collins & Associates
The day in the job
The write-up, the analysis and the tracking happen inside the visit day, and the consultant's hours go to the client, not the document.
- Two site visits, then three hours writing them up.
- The loss run came in as a PDF again.
- The client wants the report in their format, the carrier wants it in ours.
- Twelve open recommendations across nine accounts and no one place that tracks them.
Workflows for risk control
Start with the library. Build the rest.
Site Audit
LibraryDeep multi-file audits from photos and video.
See the workflowHazard Inspection
LibraryHazards, inspections and mock audits from photos.
See the workflowAnalyze Incident Trends
LibraryPreventable trends from claims, incident and injury data.
See the workflowLoss Run Analysis
LibraryCarrier loss runs into a decision-ready workbook and narrative.
See the workflowWeather Risk Advisor
LibraryPre-event controls and post-event inspection guidance for client sites.
See the workflowRegulatory Watchdog
LibraryRegulatory changes and enforcement affecting each client's industry.
See the workflow
How it works
Bring it. Run it. Get it. Track it.
Bring
Visit photos and notes, the client's loss run, last year's report.
Run
Site Audit, then Loss Run Analysis.
Get
A branded risk-control report with each hazard mapped to the standard and each loss trend charted, page-cited.
Track
Recommendations as records with owners and due dates; the weekly regulatory digest scheduled per client.
Built by a customer
A national brokerage's loss-control practice runs its own client dashboard on SoterAI workflows: an account-management hub per client, an action tracker and a field-notes logger, with the practice's loss runs and reports stored in Data Sources. Consultants also built site-inspection report generators, mock OSHA audits, wildfire and property assessments and a weekly client alert.
2–3 hours a week saved on action tracking; 1–2 hours per client visit on notes.
Build your own
"Turn my site-visit notes and photos into our Risk Assessment Report template, with exposures, controls and a prioritized recommendation list."
That became a workflow in an afternoon.
Explore the workflow libraryProof
What teams like yours report.
5hrs → 30minper assessment
“We cut custom safety meeting prep from 5 hours to 30 minutes.”
ICW Group
Loss Control Consultants
Read the story
What you would ask
Straight answers.
What moves
- Client capacity per consultantSite Audit, Loss Run Analysis
- Report turnaroundBrand templates, Hazard Inspection
- Recommendation closure rateRecords and action tracking
- Portfolio growthBenchmarking, Weather Risk Advisor as a client-facing service
Will the report look like ours?
Yes. Brand templates are a workspace setting, and the workflow writes into your Word or PowerPoint layout.
Can I trust the hazard findings?
Every finding cites the photo and the standard it is matched to; you review and edit before it goes to the client.
What about data I can't upload?
Data Sources are isolated per workspace, never used to train models, and SOC 2 controlled; see the Trust Centre.
Frequently asked questions.
Other teams
Every team on one platform.
- ClaimsAdvocate faster with the whole file in front of you
- Account managementBring servicing back in-house
- BenefitsThe whole renewal, one workflow at a time
- ProducersWalk in knowing the account
- Carriers & captivesRisk intelligence at portfolio scale
- Brokerage leadersEvery practice on one platform
- All insurance teamsThe full SoterAI for insurance overview
Ready to give every consultant a full team?
Tell us how many consultants and clients you serve and we'll show you the first week's workflows.
When the form asks which team, choose Risk control.
Talk to our team
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