TRiMRisk Smart Operation

TRiMRisk Smart Operation

Smart Operation

Smart Operation

CFO reviewing TRiM compliance dashboard Team using tablet for AI risk checklist.

CFO reviewing TRiM compliance dashboard Team using tablet for AI risk checklist.

AWARE

Smart Operation

$49 / month

+ $29/device (min. 5 dvs)

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Core inclusions

  • Unified Client Portal
  • Risk Management Training
  • CSAT Documentation
  • Ticketing
  • QBR Review
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INSTALLED

Smart Operation

$129 / month

+ $39/device (min. 5 dvs)

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Core inclusions

  • Self Implemented ERP
  • AI Workflow Management
  • Legal Review of Contracts
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ENGAGED

Smart Operation

$359 / month

+ $59/device (min. 5 dvs)

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Core inclusions

  • Assessments
  • Policy Review
  • vCIO/ vCRO/ vCFO
  • DRaaS
  • Vendor Risk Management
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Assessment

Understand Your Risk Landscape

We begin with a detailed evaluation of your operations, compliance gaps, & vendor risks to create a clear roadmap for smarter management

Integration

Connect and Automate

Seamlessly integrate AI-driven compliance tools, workflow automation, and vendor monitoring into your existing systems — with zero disruption

Activation

Enable Smart Oversight

Once connected, your custom dashboards, alerts, and reports go live — giving leaders real-time visibility into compliance and risk performance

Audit + Certificate

Verify & Demonstrate Compliance

Receive a comprehensive audit and official certificate confirming active compliance management — a powerful signal of accountability for carriers and clients alike.

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Saves Your Money

Recognition That Saves You Money

Through our platform, MSPs (Technology Advisors), Licensed Insurance Agents, and Policyholders Collaborate Seamlessly. By aligning technology and insurance solutions.

Strong Protection

Start Strong WithFoundational Protection

Through our platform, MSPs (Technology Advisors), Licensed Insurance Agents, and Policyholders Collaborate Seamlessly. By aligning technology and insurance solutions.

TRIM CERTIFICATIONS

Trim Certified Protection For Ultimate Security And Compliance

Cyber risks are one of the leading causes of business disruption today, and TRiMRisk Cyber Security helps protect against threats like phishing, ransomware, and data breaches.

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Cyber Awareness

Start Your Cyber Aware Journey Protect, Reduce Risk, Save.

Ready to transform your risk management approach? Join TRiM and gain access tocutting-edge tools, seamless collaboration, and real-time insights to protect and grow your business. Take control of your risk strategy now!