Title Page
Client Details Pre Visit
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Client name & ID
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Conducted on
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Policy start date
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Total # of claims to date
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Total # of open claims
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Total # of employees
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WC Codes currently in use
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NAICS
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FEIN
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States operating in
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Prepared by
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Location
Entry to On-Site
Confirmation Questions
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Does the total number of employees seem accurate?
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Do the current worker’s comp codes seem accurate?
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Are the states the client operates in accurate?
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Does the NAICS seem accurate?
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Areas of concern the business contact has surrounding safety/WC that they want inspected for sure before the end of the visit.
Site Visit Questions
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Do you currently have an existing and updated IIPP?
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Would the client be interested in additional help in this area?
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Do you currently have an existing and updated Emergency Action Plan?
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Would the client be interested in additional help in this area?
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Do you currently have a Safety Committee?
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How frequently do they meet?
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Would you like more information on this?
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Do you currently have an updates SDS Binder?
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Would you like some assistance in setting one up?
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Has client been sited by OSHA in the last year?
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Do you have a return to work program in place?
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Are all proper OSHA & labor laws posted and completed
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Is proper PPE provided to the employees ?
Vehicle safety
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Vehicle are inspected to ensure proper functioning of brakes, lights, tires, wipers, and other essential components?
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Schedule routine maintenance, such as oil changes and tire rotations, as per manufacturer recommendations?
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Check fluid levels, including oil, coolant, and windshield washer fluid, and maintain them at recommended levels?
Driving Safety
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Do you require all drivers to have a valid drivers license?
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Employees wear seat belts and ensure all passengers are buckled up before starting the vehicle?
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Avoid using mobile devices while driving. Are hands-free options available to make or receive calls?
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Employees are maintaining a safe following distance, at least three seconds, from the vehicle in front?
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Observing and obeying all traffic laws, including speed limits, stop signs, and traffic signals?
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Taking regular breaks during long drives to stretch, rest, and rehydrate?
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Are employees wearing PPE if needed?
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Are employees encouraged to participate in defensive driving courses or other relevant driver training programs?
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Does the client have adequate liability and comprehensive insurance coverage? This protects both the company and its passengers in the event of an accident.
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Accurate records of driver logs, vehicle inspections, and maintenance are kept up to date?
Hazardous Materials and Cargo
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Following all regulations for transporting hazardous materials?
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Ensure proper loading and securing of cargo to prevent shifting or falling during transit?
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Items are properly secure and balance the load to prevent shifting or falling during transport?
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Appropriate straps, chains, or other securing methods to hold the load in place?
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Using proper lifting techniques when loading and unloading cargo?
Innoworks Support Questions
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Do you currently utilize the Innoworks-provided AFLAC plan to reduce false Worker’s Comp claims (free of charge)
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Would you like more information on this plan and how it can help reduce costs?
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Would you like more information on other Innoworks-provided services, such as medical insurance benefits and 401(K)?
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What would you like more information about?
SIGNATURE
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Site Safety Rep Signature