Risk Management Tools and Resources

Certified PEOs have access to a variety of resources and tools developed by WC carriers, brokers and CI to help improve risk management effectiveness and efficiency. Login to access the following resources:

PEO Pointers:

  • MPP Exposure and Cancellation Issues

WC Risk Management Tools:

Forms & ChecklistsPolicies & Procedures*
Request for ProposalBusiness Plan
Risk Assessment ChecklistClient Service Agreement
Policy Activity SummaryWC Risk Assessment
Accident Investigation ReportWC Loss Prevention
Claims Lag FormWC Claims Management
Underwriting File Organization 

*As a service to its members, NAPEO commissioned CI to develop prototype documents that include the basic elements needed to satisfy PEO WC best practice certification requirements for written policies and procedures. These documents are available to NAPEO members for adaptation to a PEO's specific operations to help achieve WC risk management certification.

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