Emerge Apps

Getting Started with Emerge Apps

Explore the videos below to learn about the software and strategies
that help forward-thinking agents create better outcomes.

Getting to Know your Emerge Apps Home Dashboard

Learn to navigate your Emerge Apps Home Dashboard and unlock tools to manage employers, access resources, and grow your insurance agency. Watch now to enhance your workflow!

3 min 30 sec

Navigating Your Employer List

Learn how to view, add, and organize employers in Emerge Apps, control user access, and utilize key features tailored for both admins and team members.

3 min 23 sec

Application Access from Employer Dashboard

Discover how to activate and customize apps for your employers, manage subscriptions, and monitor app data via the employer dashboard.

2 min 34 sec

Employees and Admin Users from Employer Dashboard

Efficiently manage employees and admin users for an employer with our "Employee and Admin Users" tutorial. Learn how to add and update employee information, assign admin roles, and when to use the mass update feature.

3 min 45 sec

Agency Staff Access from Employer Dashboard

Streamline staff access to employer data with our "Staff Access" tutorial. Discover how to assign permissions, manage data access, and secure your employer’s information using Emerge Apps.

2 min 01 sec

App Resources

Explore Tutorials and Resources By App

Document Library

Browse and Search All Resources

Getting Started with OSHAlogs

Take advantage of these resources to Help clients and prospects
take the guesswork out of OSHA recordkeeping and make injury reporting a breeze.

Tutorial Videos

Effortlessly master the platform with our comprehensive video tutorials.

Agent Insights

Gain valuable knowledge with effective strategies and expert tips.

Marketing Material

Leverage our expertly crafted materials to enhance your marketing.

Implementation Kit

Essential Policies, procedures, and documents needed to Implement.

Reference Kit

Support documentation from government sources and relevant regulations.

Agent View: Navigating the OSHAlog App Interface

Explore the features and tools available to you as an agent within the app.
Learn how to effectively engage with your clients' data.

Managing OSHAlogs from the Employer Dashboard

The Emerge Apps portal allows agents to efficiently manage an employer's OSHA records, offering tools to navigate the OSHAlogs dashboard, update compliance details, review summary reports, and verify employer data submissions all in one place.

2 min 26 sec

Setting Up and Managing Locations

Learn how to set up and manage employer locations as an agent through your Emerge Apps portal. This tutorial covers adding, editing, and deleting establishments, selecting NAICS codes, and customizing location names for OSHA forms.

1 min 53 sec

Setting Up and Maintaining Logs

Learn how to manage employer 300A and 300 logs as an agent through your Emerge Apps portal. This tutorial guides agents on adding and editing logs, managing total employee hours worked, average number of employees, and other data related to individual location's logs.

3 min 14 sec

Adding Incidents

Learn how to add incidents through your agent portal. This tutorial covers adding new incidents, viewing existing ones, editing incident details, and generating OSHA 301 forms.

5 min 14 sec

Employer Portal: Explore the Client's App Experience

Below are the actual tutorial videos from OSHAlogs, exactly as they appear in the employers’ portal.
By watching them, you’ll be better equipped to guide them in using the platform.

Getting To Know Your Dashboard

Watch how employers manage their OSHA records through their OSHAlogs dashboard. This tutorial lets agents view the employer’s interface, including managing locations, work comp policies, treatment facilities, summary reports, and data submissions.

2 min 24 sec

Managing Locations

Watch how employers are guided to set up and manage locations using their OSHAlogs portal. This tutorial covers adding, editing, and deleting establishments, selecting NAICS codes, and customizing location names for OSHA forms.

1 min 58 sec

Managing Logs

Learn how employers can view and manage their location's 300A and 300 logs through their OSHAlogs portal. This tutorial covers adding and editing logs, managing total employee hours, average employee counts, and other location-specific data.

3 min 24 sec

Adding Incidents

Learn how employers are coached to add and manage incidents in your OSHA log through the OSHAlogs portal. This tutorial covers adding new incidents, viewing existing ones, editing incident details, and generating OSHA 301 forms.

5 min 20 sec

Add First Report of Injury

This tutorial guides employers in adding their first report of injury (FROI) by utilizing data from their OSHA records. By simplifying form creation, we reduce duplicate entries and enable direct reporting to you, the agent.

1 min 37 sec

Injury Metrics

This tutorial guides employers on accessing and interpreting comprehensive injury data, including recordable and nonrecordable incidents, days away from work, and OSHA calculation rates.

2 min 23 sec

Electronic Submission

Learn how employers approve locations, edit injury data, manage submission criteria based on NAICS codes and employee size, and finalize submissions using our electronic submission wizard.

5 min 55 sec

Knowledge Base

oshalogs Tab Content - Know

FAQs

oshalogs Tab Content - FAQs

Sales Insights

Getting Started with AutomateSafety

Leverage these resources to help clients and prospects
simplify workpalce safety communication through automated training and quizes.

Tutorial Videos

Effortlessly master the platform with our comprehensive video tutorials.

Agent Insights

Gain valuable knowledge with effective strategies and expert tips.

Marketing Material

Leverage our expertly crafted materials to enhance your marketing.

Implementation Kit

Essential Policies, procedures, and documents needed to Implement.

Reference Kit

Support documentation from government sources and relevant regulations.

Agent View: Navigating AutomateSafety's App Interface

Explore the features and tools available to you as an agent within the app.
Learn how to effectively engage with your clients' data.

Navigating the Employers Automate Safety Dashboard

Discover how agent-level access allows you to streamline safety programs across multiple employers from a centralized platform, ensuring a safe and healthy workplace for all your clients.

1 min 55 sec

Setting Up and Managing Employer Plans

This tutorial guides you through creating new plans, selecting audiences, scheduling training deliveries, and choosing delivery methods, while also showing you how to navigate both active and completed plans.

1 min 56 sec

Scheduling and Managing Employer Trainings

Efficiently manage employer trainings with this tutorial. Learn to select topics from the content library, set delivery dates, preview across devices, and track plan progress.

2 min 29 sec

Employer Portal: Explore the Client's App Experience

Below are the actual tutorial videos from AutomateSafety, exactly as they appear in the employers’ portal.
By watching them, you’ll be better equipped to guide them in using the platform.

Getting To Know Your Dashboard

This video walks you through the employer’s dashboard, showcasing how they schedule and deliver safety messages, manage training plans, and handle notifications. By viewing the platform as employers do, agents can better support clients, streamline safety programs, and ensure a safe and healthy workplace.

1 min 31 sec

Setting Up and Managing Plans

Watch how employers schedule and manage trainings in Automate Safety. This tutorial showcases their home dashboard, selecting training topics, setting delivery dates and methods, previewing trainings, and tracking progress.

2 min 7 sec

Scheduling and Managing Trainings

See how employers schedule and manage trainings in Automate Safety with this tutorial. By understanding the employer’s workflow, agents can effectively support clients in organizing and executing safety training programs.

2 min 53 sec

Managing the Employee Roster

Watch how employers manage their employee roster in Automate Safety with this tutorial. By seeing exactly what employers see, agents can better support clients in maintaining accurate rosters and ensuring effective delivery of safety trainings.

4 min 24 sec

Viewing Metrics

Learn how employers view and analyze training metrics in Automate Safety. This concise tutorial shows agents the engagement summaries, quiz results, and performance data employers use to assess training effectiveness.

3 min 6 sec

Knowledge Base

automatesafety Tab Content - Know

FAQs

automatesafety Tab Content - FAQs

Agent Playbooks

Marketing Materials

Getting Started with ModSure

Get ready to explore ModSure and discover how our platform
seamlessly combines advanced analytics with proven sales strategies.

Tutorial Videos

Effortlessly master the platform with our comprehensive video tutorials.

Agent Insights

Gain valuable knowledge with effective strategies and expert tips.

Marketing Material

Leverage our expertly crafted materials to enhance your marketing.

Implementation Kit

Essential Policies, procedures, and documents needed to Implement.

Reference Kit

Support documentation from government sources and relevant regulations.

Navigating ModSure's App Interface

Explore the features and tools available to you as an agent within the app.
Learn how to effectively engage with your clients' data.

Getting Started with ModSure

Start here by learning how to perform a mod analysis with ModSure. This tutorial covers navigating the employers sidebar, accessing dashboards, and adding mod data using both Easy and Manual methods.

1 min 28 sec

Performing an Easy Mod Analysis

Master the Easy Mod Analysis with ModSure in this step-by-step tutorial. Learn how to use the EZ Mod method to add mod data, input essential details from an NCCI mod sheet, and enter key variables for accurate analysis.

2 min 5 sec

Mod Detail and Premium Reports

Unlock ModSure’s Mod Detail and Premium Reports in this concise tutorial. Learn to access and generate key reports, including grade assessments, controllable mods, and premium impact analyses.

3 min 15 sec

Claims Impact on Mod Report

Learn how to generate and analyze Claims Impact on Mod Reports with ModSure. This tutorial guides you through adding individual and multiple claims from a mod sheet, understanding each claim's effect on your mod and premiums, and accessing detailed impact reports.

3 min 45 sec

What If Scenario Reports

Discover how to create What If Scenario Reports in ModSure. This tutorial shows you how to modify claim details to assess their impact on mod scores and premiums. Learn to use these simulations to demonstrate claims management benefits, build client trust, and showcase your expertise.

3 min 11 sec

Performing a Manual Mod Analysis

Perform a manual mod analysis from scratch with ModSure. This tutorial walks you through adding mod data, entering detailed payroll and loss information, and understanding the differences between manual and easy mod methods. Ideal for projecting mods or working without a mod sheet, this guide helps you fully utilize ModSure’s comprehensive features.

5 min 14 sec

Final Thoughts and Next Steps

Perfect for enhancing your sales and client presentations, this final video ensures you’re ready to maximize ModSure’s full potential.

58 sec

Knowledge Base

modsure Tab Content - Know

FAQs

modsure Tab Content - FAQs

Agent Playbooks

modsure Tab Content - Playbook

Getting Started with LightDutyWorks

Elevate your clients' return-to-work process with LightDutyWorks
and our comprehensive set of resources.

Tutorial Videos

Effortlessly master the platform with our comprehensive video tutorials.

Agent Insights

Gain valuable knowledge with effective strategies and expert tips.

Marketing Material

Leverage our expertly crafted materials to enhance your marketing.

Implementation Kit

Essential Policies, procedures, and documents needed to Implement.

Reference Kit

Support documentation from government sources and relevant regulations.

Tutorial Videos

Employer Portal: Explore LightDutyWorks Tutorials

Each video walks you through key functions step by step, making it easy to navigate and use the platform with confidence. The examples show the employer’s dashboard, but the same features apply on the broker side.

Getting Started

“This video gives you a quick tour of the LightDutyWorks dashboard—showing how to access all the features, from exploring the Job Bank to tracking your return-to-work program results in your experience mod.

3 min 22 sec

Exploring the Job Bank

This video walks you through searching job tasks, applying restrictions, using optional filters like skills and descriptors, and reviewing job details — giving you the confidence to practice and prepare before managing real cases.

5 min 35 sec

Using the Case Manager

This step-by-step video shows how to use the Case Manager to manage light duty cases. You’ll see how to enter medical restrictions, assign safe tasks, and generate a professional job offer letter—helping you stay organized and aligned with best practices as employees return to work.

10 min 28 sec

Knowledge Base

lightdutyworks Tab Content - Know

FAQs

lightdutyworks Tab Content - FAQs

Agent Playbooks

Getting Started with Wellness401k

Discover how Wellness401k can help reduce healthcare costs
and boost productivity for your clients.

Tutorial Videos

Effortlessly master the platform with our comprehensive video tutorials.

Agent Insights

Gain valuable knowledge with effective strategies and expert tips.

Marketing Material

Leverage our expertly crafted materials to enhance your marketing.

Implementation Kit

Essential Policies, procedures, and documents needed to Implement.

Reference Kit

Support documentation from government sources and relevant regulations.

Knowledge Base

wellness401k Tab Content - Know

FAQs

wellness401k Tab Content - FAQs

Agent Playbooks

Getting Started with ComplianceCheck

Discover how Wellness401k can help reduce healthcare costs
and boost productivity for your clients.

Tutorial Videos

Effortlessly master the platform with our comprehensive video tutorials.

Agent Insights

Gain valuable knowledge with effective strategies and expert tips.

Marketing Material

Leverage our expertly crafted materials to enhance your marketing.

Implementation Kit

Essential Policies, procedures, and documents needed to Implement.

Reference Kit

Support documentation from government sources and relevant regulations.

Knowledge Base

compliancecheck Tab Content - Know

FAQs

compliancecheck Tab Content - FAQs

Sales Insights

compliancecheck Tab Content - Playbook fix

Getting Started with Emerge Apps

App Resources

Document Library

Getting Started with OSHAlogs

Agent View: Navigating the OSHAlog App Interface

Employer Portal: Explore the Client's App Experience

Knowledge Base

FAQs

Sales Insights

Agent Insights

Marketing Materials

Implementation Kit

Reference Kit

Subscribe to View Resources

Getting Started with AutomateSafety

Agent View: Navigating AutomateSafety's App Interface

Employer Portal: Explore the Client's App Experience

Knowledge Base

FAQs

Agent Playbooks

Agent Insights

Marketing Materials

Implementation Kit

Reference Kit

Subscribe to View Resources

Getting Started with ModSure

Navigating ModSure's App Interface

Knowledge Base

FAQs

Agent Playbooks

Agent Insights

Marketing Materials

Implementation Kit

Reference Kit

Subscribe to View Resources

Getting Started with LightDutyWorks

Tutorial Videos

Employer Portal: Explore LightDutyWorks Tutorials

Knowledge Base

FAQs

Agent Playbooks

Agent Insights

Marketing Materials

Implementation Kit

Reference Kit

Subscribe to View Resources

Getting Started with Wellness401k

Wellness401k Tutorials Coming Soon!

Knowledge Base

FAQs

Agent Playbooks

Agent Insights

Marketing Materials

Implementation Kit

Reference Kit

Subscribe to View Resources

Getting Started with ComplianceCheck

Compliance Check Tutorials Coming Soon!

Knowledge Base

FAQs

Sales Insights

Agent Insights

Marketing Materials

Implementation Kit

Reference Kit

Subscribe to View Resources

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