Ep. 158 How to Effectively Track Risk Management for Multi-Branch Companies

Rancho Mesa's Alyssa Burley and Media Communications & Client Services Coordinator Lauren Stumpf talk about how to effectively track businesses that may have a more complex structure in the Risk Management Center.

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Risk Management Center

Director/Host: Alyssa Burley

Producer/Guest: Lauren Stumpf

Editor: Megan Lockhart

Music: "Home" by JHS Pedals, “News Room News” by Spence

© Copyright 2021. Rancho Mesa Insurance Services, Inc. All rights reserved.

 

Transcript

[Introduction Music]

Alyssa Burley:  Hi, this is Alyssa Burley with Rancho Mesa’s Media Communications and Client Services Department. Thank you for listening to today's top Rancho Mesa news brought to you by our Safety and Risk Management Network, StudioOne™.

Welcome back. Today, my guest is Lauren Stumpf, Media Communications and Client Services Specialist with Rancho Mesa, and I’d like to congratulate Lauren on her promotion. It’s well deserved.  So, we’re going to talk about how to effectively track businesses that may have a more complex structure in the Risk Management Center. Lauren, welcome to the show.

Lauren Stumpf: Thank you Alyssa and thanks for having me. It’s always great to be back.

AB: For listeners who aren’t familiar with the Risk Management Center, will you give a brief overview?

LS: Sure, the Risk Management Center is an online platform that allows our clients to access a safety training library, track employee trainings, incidents and certificates of insurance. They can generate their OSHA logs, manage audits, JHAs, safety observations, and safety data sheets all from the online portal. 

AB: Lauren, some of our clients may have multiple locations, operate under different DBAs, or have a more complex structure than just a single location business.

So, how are they able to track and manage their data by location, branch or DBA effectively in the Risk Management Center?

LS: We get this question a lot.  The Risk Management Center allows clients to manage multiple locations, branches or DBAs under one account. Since we can identify the different locations by their site name, our clients can have as many branches, entities, locations, DBAs as they want.

AB: Why would a business owner want to keep their data for multiple sites separated?

LS: Most importantly, if the business is required to maintain OSHA logs, when they generate the logs, the business needs to be able to keep a separate set of logs for each branch, location, DBA, etc. So, if you have a location in San Diego and another in Los Angeles, you’ll need to have two sets of data, two separate OSHA logs – one for each site.

AB:  We’ve had clients with multiple DBAs and physical locations successfully use the Risk Management Center.  By utilizing separate sites, they’re able to track employee trainings, safety observations, certificates of insurance, incidents, and OSHA logs for each separate entity all under one Risk Management Center account.

LS: Yeah, we want to streamline risk management for our clients as much as possible.  If we can put all of the client’s entities under one Risk Management Center account, it just makes things that much easier.

AB: Lauren, if listeners want to learn more about the Risk Management Center, where should they look?

LS: They should go to RanchoMesa.com, click on RM365 in the navigation bar and click Risk Management Center.

[Closing Music]

AB: Lauren, thank you for joining me in StudioOne™.

LS: Thanks for having me.

AB: This is Alyssa Burley with Rancho Mesa. Thanks for tuning in to our latest episode produced by StudioOne™. For more information, visit us at ranchomesa.com and subscribe to our weekly newsletter.