Catholic Church Insurance Ltd (CCI) has been a Survey Manager user for almost three years. ASR has customised Survey Manager’s workflow and reporting to give CCI a unique business application.
As part of their overall risk management activities as a general insurer, CCI conducts a risk control review at a client’s request. These reviews cover aspects of health and safety, liability, property, IT and forex finance at a parish and diocese level. As part of the reviews, CCI staff ask clients a standard suite of questions and then enter answers into Survey Manager. Alternatively, more experienced clients conduct a self-assessment using the same Survey Manager questionnaire. After answering questions, and with the click of a button, an entire risk review report is produced which visually summarises risks and identifies ways of addressing identified gaps.
CCI and ASR staff have produced an automated reporting module which reduces CCI workload considerably. Graham Porter, a risk consultant with CCI, estimates that before using Survey Manager a review report took about half a day to produce. Now it’s just a mouse click and, even better, clients can do it for themselves. As well as conducting general reviews, CCI uses the Survey Manager application to conduct school-based reviews addressing school issues and work, health and safety reviews, as well as addressing issues within organisations like aged care facilities.
CCI also has ideas about how Survey Manager could be used to automate some of their other business processes, building on the success and efficiency of the review reporting application.