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incident management

Report, predict, and prevent incidents in your organization

ClearRisk helps you effectively manage incidents by simplifying data collection and automating the follow-up process including the assignment of corrective actions. Tracking incidents allows you to uncover high-risk areas, perform greater in-depth trending analysis, and significantly reduce the probability of a future claim. This directly correlates with lower loss ratios and reduces your total cost of risk.

From online data intake, root cause analysis and assignment of corrective actions, ClearRisk allows you to streamline the process from start to finish eliminating unnecessary data entry and manual workflow. Complete with easy-to-use online incident submission web forms and automated email notifications of occurrences, ClearRisk enables a paperless environment that enhances communication across the organization.


Investigations & Corrective Actions

Efficiently respond to incidents, reduce the chance of repetitive losses, capture accurate data the moment it is available, and improve reporting to reveal the source of issues. Our system allows you to track incidents, determine root causes, and implement corrective actions, meaning you can understand your problem areas and work towards improvement.

Document Management

Within ClearRisk, users can upload and attach supporting documentation and notes for quick retrieval on any record, allowing for a full transition to a paperless environment. ClearRisk’s searchable document database allows users to search by title, subject, and content. Files can be uploaded directly into ClearRisk or submitted electronically via email. All documentation can easily be exported and shared with outside parties such as adjusters, carriers, and lawyers with one click.

Organizational Hierarchy

ClearRisk is able to handle all organizational hierarchies. Our customizable system can host an unlimited number of levels in order to track claims and run reports summarized by the appropriate department, division, sub-department, and so on. By integrating all modules with the correct hierarchy levels, your organization will now be in a position to effectively report on costs and activities related to specific divisions and business units.


Associate all incidents, safety inspections, audits, and results with appropriate locations for quick retrieval. Drill down across groups or by individual location, allowing your organization to uncover areas that require immediate attention and provide feedback on your programs initiatives. Attach all pictures, videos, and supporting documentation.

Online Web Portal

ClearRisk’s online data intake tool allows for immediate data capture from any device: smartphone, tablet, or computer. This data collection method has been proven to increase data integrity and capture necessary information with mandatory fields. Eliminating in-house data entry, this data intake tool enhances efficiencies while making data available for immediate analytical reporting. The in-depth trend analysis reporting from ClearRisk will allow you to uncover high-risk areas that were previously unknown.


ClearRisk’s easy-to-use report builder takes the guess work out of data analytics, allowing users more time to do what is most important: reduce organizational cost and improve safety. ClearRisk users can modify pre-built report templates or create customized reports from scratch, with an unlimited number of filters and sorting tools to dissect data

Users can do the following:

  • Create reports such as summary, ad-hoc, TCOR, as-of dates, loss ratios, claim and incident trends, and much more
  • Easily export reports to PDF or Excel for sharing outside the platform
  • Schedule reports to automatically email based on schedules or trigger events
  • Drill-down to specific claims, incidents, events and locations


ClearRisk’s dashboards will allow you to combine data from all integrated modules and efficiently identify areas that require further attention through customizable graphs and charts. Whether you’re reporting on claims, incidents, trends, assets, or policies, ClearRisk’s dashboards allow you to quickly and easily receive a snapshot of your initiatives and measure their effectiveness on the organization.

Data Migration

ClearRisk understands the importance of historical data and enforces strict data integrity rules during the implementation. We work with you to clearly define your internal processes and understand how the relationships operate within your data. Our implementation teams have migrated data from sources including various internal systems, spreadsheets, 3rd party software providers, and past and current services providers such as TPA’s, adjusters, and carriers.


ClearRisk’s implementation is a thorough process that enables our customers to maximize efficiencies and customize workflows to adhere to their internal environment. Your personal implementation team will work closely with you to clearly define the end goal and system setup, including all customizations. ClearRisk will provide project timelines including crucial milestones with desired end dates to keep the project on track.


Business functions and output flourish when automation is enabled and redundant tasks are eliminated. ClearRisk understands that technology is the facilitator of maximizing efficiencies and can significantly impact your department and the organization as a whole.

ClearRisk can be integrated to accept data feeds in and out of the platform to communicate with the following:

  • In-house accounting, HR, and payroll systems
  • Adjusters, TPA’s, and carriers
  • Workers’ Compensation providers and agencies


Security at ClearRisk is of utmost importance and we realize it’s a big concern for organizations looking to move their data to the cloud. ClearRisk takes great pride in working with our partners to provide the most secure platform available. Contact us to request ClearRisk’s Security Program documentation detailing Application Security, Data Centre Security, Compliance and Certifications.