Your clients' safety data, organized before you ask for it.
FranklySafe keeps every account's OSHA logs, training, and corrective actions in a state an underwriter can read. You bring it to the client. We stay in the footer.
What the program hands you.
Renewal File on demand
Every enrolled account keeps a current Renewal File: OSHA 300A, TRIR and DART trend, training completion, open corrective actions, inspection cadence. Exported in one click when the market asks.
Viewer access
When the client grants it, you see the same record they do. No more chasing documents by email in the two weeks before renewal.
A book level dashboard
Every enrolled account in one view: activity, open items, renewal timing.
A reason to call between renewals
A clean quarter, a closed corrective action, a completed training cycle. The record gives you something to bring, not something to ask for.
The product prompts the client at the moments a broker matters.
When an account generates its OSHA 300A, the export flow offers to send it to their broker.
When a renewal is 120 days out, the account is prompted to bring their broker into the record.
When a site posts a clean quarter, the account is prompted to share it with the person who places their coverage.
The Renewal File export itself carries a cross sell line for the broker who serves the account. And with written client consent, onboarding data reaches you before the first call: carriers, renewal dates, EMR, policy types, and intent to market. Coverage is never discussed on our side.
We do not solicit your book.
We do not sell, solicit, or negotiate insurance.
We do not share client data without a signed consent line.
FranklySafe has referral arrangements with partners.
Bring your book something an underwriter can read.
Fifteen minutes. We walk the broker program and the Renewal File on a live account.