Getting started

Introduction

What is 21RISK

21RISK is the platform large industrial companies use to run their property insurance programme: insured values, COPE, natural catastrophe and climate data, engineering reports, risk improvements, insurance policies and claims. The same sites and people then carry that work into compliance and safety: compliance programmes, findings and audits, frameworks and controls, safety walks and training.

Who is this for

  • Risk and insurance managers collect values and COPE from their sites, follow up on risk improvements and claims, and share the overview with brokers and insurers.
  • EHS and compliance managers run compliance programmes, audits and findings across sites, and keep frameworks and controls current.
  • People at each site answer questions, supply values and close the actions assigned to them.
  • Leadership follows progress in dashboards and analytics.
  • Brokers, insurers and external experts can be given access to just the boards and sites they need.

How 21RISK is organized

Each organization in 21RISK has its own sites, people and boards. You can belong to more than one organization and switch between them; see Tenants.

  • Sites are the facilities or parts of the organization you track, such as factories, warehouses and offices, in a hierarchy of parents and children. Every board uses the same sites. Site groups are reusable sets of sites, such as all warehouses. See Sites overview and Site groups.
  • Boards are where the work happens. Each board is one kind of work, such as a compliance programme or a list of findings, and holds its items: questions, findings, risk improvements, claims and so on.
  • Statuses belong to the organization too. Each board picks the ones it uses from your organization's list, so a status looks and counts the same on every board. See Statuses.
  • Access has two sides on every board: who may open it, and which sites it covers. People also have their own site access, so on most boards they work with the sites that are both on the board and in their access. See How access is controlled.

Kinds of boards

  • Insurance holds the insured values and COPE of your sites per insurance period, natural catastrophe and climate data, risk improvements, engineering reports and insurance policies. An organization has one. See Property Insurance overview.
  • Claims tracks insurance claims, with their financials and root causes. An organization has one. See Claims overview.
  • Compliance boards each run one compliance programme: sections of questions that every site on the board answers. A compliance report is a snapshot of one site's answers. See Compliance overview.
  • Findings boards track issues found at sites, often in audits, and the reports they come from. See Recurring findings with an expiration.
  • Frameworks and Controls maps standards and regulations, such as ISO 27001 or NIS2, to your own controls and policies. See Policies.
  • Safety walks boards plan walks through sites with templates of what to look for, and record what the walkers found.
  • User training sends training campaigns to groups of people and tracks who completed them.
  • Hot work handles permits for hot work.
  • Document boards are one page of text, such as how your organization handles an incident, with its own access and history. See Document boards.
  • Folders group boards in the sidebar.

Pages for your whole organization

Besides each board's own pages, these pages look across the whole organization:

  • Home shows your tasks on each board: what is assigned to you, what is due soon, and what has no one assigned.
  • Actions lists the items of every board you can open in one table, which you can filter and save as views. See Saved table views.
  • Reports lists the compliance reports of every board.
  • Sites lists every site, as a table, a tree or a map, with its groups and a history of changes.
  • Users lists the people in your organization, their groups and the sites they work with.
  • Notifications is your inbox of changes on the boards and items you watch. See Notifications.
  • Chat is the AI assistant, which can also open beside any page. See The 21RISK AI Assistant.

To get anywhere fast, press Ctrl + K (⌘ + K on a Mac) and type where you want to go; see Command palette.

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