Risk Management Solutions for all Industries and for any Size Organization

The Succeed Risk Management Center is the most comprehensive insurance risk management, workplace safety, and compliance management platform available. This risk management product solution helps with specific aspects of the risk mitigation process.

The Risk Management Library

This easy-to-use Library of documents provides instant access to over 2,000 bilingual risk management and safety policies, procedures, training programs, training shorts, posters, quizzes, and checklists that can be used for risk assessment and management and to create a safety-first work environment.

The HR & Benefits Library

An attorney-developed HR database to aid compliance with federal and state labor laws and regulations including COBRA, HIPAA, FMLA, USERRA, ADA, and Health Care Reform. Access sample policies and forms, employment law resources, HR productivity tools, Health Care Reform updates and HR News alerts.

COI Track®

The Certificate of Insurance (COI) management program lets you easily track and monitor your certificates, limiting your risk exposure by keeping you automatically up-to-date on the status your vendor, contractor, subcontractor, supplier, and tenant COI’s.

Training Track™

This application is a risk management solution that provides an easy way for you to develop, deliver, and document organization-specific safety training courses. This ensures that your employee training process becomes the cornerstone of your risk management process.

Incident Track™

Document, track, and submit claims reports on all types of recordable incidents, accidents, and near misses. This application is fully HIPAA-compliant and also allows for automated incident reporting, all OSHA Logs, First Reports of Injury, and more.

SDS Track™

The SDS Track application provides employee access to chemical safety data sheets (SDS’s), as required by law. If your organization uses chemicals or other hazardous materials, you have the responsibility to ensure employees have access to, and knowledge of, the substances they handle. SDS Track provides an automated solution that ensures OSHA compliance.

BBS Track™

This application is a complete behavior-based safety management system and risk management solution. You can build Job Hazard Analyses (JHA’s), develop safety observation checklists, and record the results of your on-site audits. BBS Track will help you comply with safety regulations, OSHA’s Voluntary Protection Programs, and create a proactive safety culture to reduce incidents, claims, and losses.

Job Description Track™

Job description creation and management is also an important component of a behavior-based safety program. Well-developed job descriptions not only clarify roles and expectations, they help provide staff motivation and engagement, and ensure employee behavior is focused appropriately on safety and injury prevention.


Each component of the Risk Management Center is designed to improve your organization’s productivity and efficiency. The applications work together with your team to help you fulfill all aspects of workplace safety: from environmental and chemical hazards, to insurance risk control and OSHA compliance, to Human Resource issues and employee training. The Risk Management Center is your complete suite of safety solutions.


  • COI Track®

    Manage Certificates of Insurance & avoid liability.

  • Training TrackTM

    Maintain training documentation, get alerts when training is due.

  • Incident TrackTM

    Our incident analysis software assists with injury prevention.

  • SDS TrackTM

    Compile your Safety Data Sheets and be compliant.

  • BBS TrackTM

    Build JHAs and create Behavioral Based Safety programs.