INSITE is your secure portal for full client management, providing everything Workers’ Compensation related. Secure your clients’ most important data, access claims management tracking and trending across clients and industries for meaningful comparisons and benchmarks, centralize communication for you and your clients and provide your clients with educational resources and access to a
risk management compliance library.

Scalable risk management solutions provided from a secure cloud community portal.

DATA SECURITY
Protect your clients’ most important data;
comply with SB1121 and GDPR. ​

CLAIMS ADVOCACY
Access files, print reports, get claims’ status and monitor historical trending.

CENTRALIZED COMMUNICATION
Streamline communication between employers, brokers and ESM Advocates.

EDUCATIONAL RESOURCES
Learning Management System (LMS) with OSHA Compliance & DEI trainings for all employees.

COMPLIANCE LIBRARY
Increase your clients’ compliance with our library of 12,000+ tools and best practices.

CUSTOMER SUPPORT
Regular check-ins and accessibility to ESM customer care team

Leveraging the power of Salesforce Communities, INSITE provides Insurance Brokers and their Clients the tools to mitigate risk, and a platform dedicated to customer success and digital communications.

Claims Advocacy powered by INSITE

INSITE customers have access to their Workers’ Compensation claims updates in their INSITE portal. Key features include:

• Access to company’s claims data via our secure, cloud-based portal (web and mobile friendly)

• Client and insurance broker access to claims information, follow-up tasks, and updates

• Automatic email notifications on claims updates

• Reports printed on-demand

• Report new claims via INSITE

• Loss trending summary and claims data analytics

Learning Management System (LMS) powered by INSITE

With a library of over 100 general safety and OSHA compliance trainings in English and Spanish, ESM’s LMS will provide the employee compliance training your company requires.

• Custom employer branded portal including company logo and color scheme

• Administration of safety training plan

• Training schedule aligned to your needs (weekly, bi-weekly or monthly plans)

• Five to eight minute training modules (English & Spanish) + a short quiz to ensure comprehension of the key points of the training

• Certificate of Completion for each training. Printable on-demand

• Training due dates, email notifications and follow up nudges to ensure all employees complete the training

• Certificates and employee statistics are tracked in real-time via the INSITE portal

Task Manager

Within INSITE, tasks are assigned to the appropriate person for visibility and tracking. Maintain a proactive approach to ensuring actions items are being done in alignment with the service plan.

• Pre-established workflows to align with the service plan

• Visibility and tracking of everyone’s tasks

• Real time updates to ensure progress is being made on projects

• Collaborate with the service team for ongoing task management

Start Implementing Technology Into Your Workers’ Compensation Risk Management Strategy Today.

Request a free demo and we will help you get started.