How to use your Preparedness Plan as a Management Tool

After your questionnaire is taken, your personalized plan is ready for action.

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Step 1: Decide what areas you want to tackle first for your business
Step 2: Look for your weaknesses
Step 3: Read the recommendations and see what applies to your business
Step 4: Implement the changes
Step 5 (Optional): If you want to provide a report for possible reduction on your insurance expense, click ‘attach documentation’ to include proof of strength.
Step 6 (Optional): We encourage following the Gold Standard for a possible reduction on your insurance expense by scoring 75% or higher and having all documentation for proof of strength.

Internal Plan

You can use your plan internally and focus on your weaknesses as a business to decrease your risk.

Preparedness Plan

Organize your files

You can use your plan internally and take advantage of organizing your files, documents and notes to keep all in one place if you need to reference your documentation.

Organize Files

Gold Standard 3

You can use your plan to create a Gold Standard report to help start the conversation with your insurance company for potential reduction in insurance costs.

Gold Standard Report