For Carriers, Brokers & Loss Control Consultants

From site survey to underwriter-ready report
in minutes, not a weekend.

Your survey photos sit on a phone. The report gets rebuilt at a desk hours later. The portfolio view underwriters want takes a weekend of pulling PDFs. Safely Track turns the drive between sites into a finished report, and every survey into portfolio data.

A 30-minute audit of where your data's stuck — bring a recent report, leave with a plan.

25 min
to walk a straightforward site
2x+
that time spent writing it up at a desk

The problem loss control inspectors know too well: a routine site visit that takes twenty-five minutes to walk can take an hour or more to write up afterward, and it rarely happens in the field. Most teams end up blocking off entire days just to catch up on reports. The result is fewer inspections completed inside the window that matters, and a backlog that only grows.

Where The Time Actually Goes

The report is already in your head. It just hasn't been typed yet.

What's Trapped
Survey observations stuck on a phone until someone rebuilds them at a desk
60-page legacy reports that take hours to produce and nobody reads in full
No clean way to assign corrective actions to policyholders and capture proof
Portfolio risk summaries underwriters ask for, a manual weekend every time
What Safely Track Does
Record a voice memo between sites; the report populates itself, no fixed order required
Clean 8–10 page output instead of a 60-page wall of text underwriters won't read
Assign corrective actions to policyholders and track documented proof of fix
Portfolio analytics for underwriting: filter by policyholder, hazard type, or category
Runs alongside your system of record, not a rip-and-replace of LC360 or your platform

"Cleaner and better organized than our current output, and a fraction of the length."

Loss Control lead, regional carrier (evaluating Safely Track against LC360)
Book a free data audit
See It In Action

From site visit to carrier-ready report in under 60 seconds.

Built For The Walk-Through

Narrate the building as you walk it. Skip re-typing it later.

Exterior, common areas, then utilities, the same order you already inspect in. Instead of holding it all in your head until you're home, talk through it as you go, and let AI organize the photos and structure the write-up.

"Front view, next." Photos label and order themselves as you shoot them, no manual sorting back at the desk.
"Masonry construction, three stories, six units, two per floor." Construction type and occupancy details flow straight into the report.
"Electrical panel, basement, older breakers, evidence of overheating." AI drafts the finding and flags it as a hazard needing a recommendation.
"Water heater leaking, corroded plumbing." Standard recommendation language gets suggested automatically, ready to review.

Your twenty-five minute walk stays twenty-five minutes. The report that used to eat your afternoon is mostly done before you're back in the car.

AI Report Automation

A twenty-five minute walk shouldn't cost you an hour at a desk.

Drop in photos from a policyholder site visit, add a voice note, and hit generate. Safely Track's AI assembles a professional loss control report in under 60 seconds, in your template, with your carrier's branding. Review, edit, and send, no more dedicating your day off to catching up on write-ups.

Before
Typing descriptions for every finding
Assembling PDF in Acrobat
Report done hours after the visit
With Safely Track
AI drafts descriptions from photos
Report auto-assembled, ready to send
Done in ~15 min after the visit
Customization

Your templates. Your logo. Your format.

Safely Track formats reports to match exactly how your loss control documents look today, your header, your carrier's logo, your section structure, your risk-scoring scale. Upload your existing visit templates and we configure the system around them.

If a legacy platform has burned you before, unreliable functionality, support tickets that go nowhere, forms your own team ended up reprogramming just to keep things working, we get it. That's why you test Safely Track against your own report format before you commit to anything.

Your firm's branded PDFs Custom inspection templates Configurable risk tiers Multi-policyholder workflows Policyholder-specific fields Role-based access
Recommendation Language

Consistent language, every time, without typing it from scratch.

Most hazards map to a handful of standard phrases your underwriters already expect, a deteriorated water heater, an outdated electrical panel, a cracked walkway. Flag the hazard type and Safely Track drafts the standard recommendation language and attaches the relevant photo. Edit it if you need to, send it if you don't.

Before
Typing out the same recommendation language by hand
Manually attaching and labeling supporting photos
Inconsistent phrasing across inspectors
With Safely Track
AI suggests standard language by hazard type
Relevant photo attaches automatically
Consistent phrasing across your whole team
Risk Findings

Spot something. Document it. Assign it.

Spot a risk finding during the visit, missing guarding, improper chemical storage, fire suppression gap, capture it in under 60 seconds. AI writes the description, flags the relevant OSHA standard, and texts the corrective action to the policyholder contact. No app required.

Before
Finding emailed to policyholder contact
Follow-up with no audit trail
No documented proof of fix
With Safely Track
Assigned via SMS, no login needed
Policyholder uploads proof of correction
Auto-timestamped, audit-ready record
Ask AI

Query your portfolio risk data in plain English.

Ask questions across all your policyholder visits, findings, and reports. No Excel exports, no digging through PDFs.

Which policyholders have open recommendations?
Which accounts had the most findings last quarter?
Show me all high-severity findings this quarter
What OSHA standards came up most across my accounts?

When your underwriter asks for a portfolio risk summary, you have answers in seconds, not a weekend of report-pulling.