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Introducing: Pinnacle Brokers
Client Resource Center
Ira Forkish, Vice President
iforkish@pinnbrokers.com
Iforkish@pinnbrokers.com
•Stay informed
•Organize information
•Solve problems
•Work more efficiently
and effectively
Need Answers Fast?
Find them on the Community Forum!
• Post questions to peers
• Share information and resources
• Provide insight to others
• Follow users or topics of interest
Use the HR Forum
• Browse and search recent
postings
• Follow specific users or topics of
interest
• Post messages regarding
insurance or HR and receive
feedback from peers
• Provide insights to others on
topics in which you are
experienced
P&C Resource Library
• Industry-focused
solutions for
compliance, safety
programs and risk
management
• Educational materials
for employees and
employers
• Downloadable and
customizable
• Saves time and
increases productivity
P&C Resource Library
• Claims Cost Containment
• Employer Risk Insights and resources
• Forms, manuals, policies, checklists
• Employee communications
• Safety talks
• State-by-state guides
– WC Statutes
– Required Workplace Posters
– Workplace Safety Regulations
– State Laws
Industry-Focused
• Access industry-specific, customizable
templates tailored to your industry’s
unique risks.
Employee Materials
• Promotes a safety-minded culture and keeps safety top of
mind
• Informs and reminds of proper procedures
• Ready-to-print and customizable
Informational Materials
• Relevant, timely information on evolving risks
• Thousands of documents on safety and risk
management issues
• Insurance coverage explained in plain language
• Explanations of new regulations and legislation
OSHA Compliance
• Fast, easy-to-us online
OSHA Log
– Produces OSHA 300A
Form in seconds
– Maintains a historical
record of incidents
OSHA Compliance
• OSHA Quarterly Newsletter
• Hundreds of informative documents on compliance at
your fingertips
• State-by-state guides to workplace safety regulations
P&C Link Library
• Links to respected, official industry websites
• Selected specifically to help risk managers
stay on top of evolving exposures and
insurance needs
Workers’ Compensation
Resources
• Simplified guides for all 50 states’ WC statutes
• Quick links to industry resources
Instant Access to Claims and
Request Forms
• Submit auto,
general liability or
property loss claims
• Request Certificates
of Insurance, Fleet
Schedules, MVR
• Contact Us
• Employee Communication/Education
– Benefits communications
– Newsletters
– Health & Wellness
– Wellness Programs
• Employer Resources
– Plan Design Strategies
– Benefit Worksheets
– Human Resources materials
Employee Benefits Resource Library
Instant access to downloadable articles
Compliance Toolkit
Find Answers – Fast!
• CHIPRA
• COBRA
• Health Care Reform
• HIPAA Privacy
• Medicare Part D
• FMLA
• State-Specific Legislation
and Compliance
• And More!
Up-to-date, accurate, easy-
to-understand materials:
instantly downloadable
Benchmarking Surveys
• Nationwide surveys administered to your peers
• Participate for the chance to win prizes

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Pinnacle_Introducing Client Portal

  • 1. Introducing: Pinnacle Brokers Client Resource Center Ira Forkish, Vice President iforkish@pinnbrokers.com Iforkish@pinnbrokers.com •Stay informed •Organize information •Solve problems •Work more efficiently and effectively
  • 2. Need Answers Fast? Find them on the Community Forum! • Post questions to peers • Share information and resources • Provide insight to others • Follow users or topics of interest
  • 3. Use the HR Forum • Browse and search recent postings • Follow specific users or topics of interest • Post messages regarding insurance or HR and receive feedback from peers • Provide insights to others on topics in which you are experienced
  • 4. P&C Resource Library • Industry-focused solutions for compliance, safety programs and risk management • Educational materials for employees and employers • Downloadable and customizable • Saves time and increases productivity
  • 5. P&C Resource Library • Claims Cost Containment • Employer Risk Insights and resources • Forms, manuals, policies, checklists • Employee communications • Safety talks • State-by-state guides – WC Statutes – Required Workplace Posters – Workplace Safety Regulations – State Laws
  • 6. Industry-Focused • Access industry-specific, customizable templates tailored to your industry’s unique risks.
  • 7. Employee Materials • Promotes a safety-minded culture and keeps safety top of mind • Informs and reminds of proper procedures • Ready-to-print and customizable
  • 8. Informational Materials • Relevant, timely information on evolving risks • Thousands of documents on safety and risk management issues • Insurance coverage explained in plain language • Explanations of new regulations and legislation
  • 9. OSHA Compliance • Fast, easy-to-us online OSHA Log – Produces OSHA 300A Form in seconds – Maintains a historical record of incidents
  • 10. OSHA Compliance • OSHA Quarterly Newsletter • Hundreds of informative documents on compliance at your fingertips • State-by-state guides to workplace safety regulations
  • 11. P&C Link Library • Links to respected, official industry websites • Selected specifically to help risk managers stay on top of evolving exposures and insurance needs
  • 12. Workers’ Compensation Resources • Simplified guides for all 50 states’ WC statutes • Quick links to industry resources
  • 13. Instant Access to Claims and Request Forms • Submit auto, general liability or property loss claims • Request Certificates of Insurance, Fleet Schedules, MVR • Contact Us
  • 14. • Employee Communication/Education – Benefits communications – Newsletters – Health & Wellness – Wellness Programs • Employer Resources – Plan Design Strategies – Benefit Worksheets – Human Resources materials Employee Benefits Resource Library Instant access to downloadable articles
  • 15. Compliance Toolkit Find Answers – Fast! • CHIPRA • COBRA • Health Care Reform • HIPAA Privacy • Medicare Part D • FMLA • State-Specific Legislation and Compliance • And More! Up-to-date, accurate, easy- to-understand materials: instantly downloadable
  • 16. Benchmarking Surveys • Nationwide surveys administered to your peers • Participate for the chance to win prizes