Enterprise Risk Management

Enterprise Risk Management Evaluation: “ Holistic Approach”

Phase 1: Pre-Evaluation Meeting

Identify Objectives
Consider Scope
Discuss Timeline

Phase 2: Technical Review

Insurance Policies
Loss Information
Safety and Loss Control Programs
Sales and Payroll History

Phase 3: Confidential Interviews

Important Safety Issues
Major Risk Exposures
Management
Supervisors
Employees

Phase 4: Onsite Inspections

Knowledge of Operations
Knowledge of Procedures
Review Physical Exposures

Phase 5: Analysis

Observations
Recommendations
Planning Session
Executive Summary