The Process
No surprises. Just a clear path to live.
We’re transparent about what working with us actually looks like — from your first conversation to your go-live date. Here’s the full process, no steps hidden.
Built for
- Municipal Risk Pools
- Public Entity Self-Insurance Pools
- JPAs & Government Risk Groups
- Public Works & Infrastructure Pools
1
First Contact
Tell us about your pool
Start with a conversation. Tell us about your lines of coverage, member count, asset volume, claims volume, and current workflows. We'll tell you about Risk Pool Pro — what's built, what's in flight, and which features are most relevant to you. This includes a short demo tailored to your pool type.
One meeting, roughly 60 minutes
2
Discovery
We learn how you actually work
From there we move into discovery. We want to understand your daily, monthly, quarterly, and annual processes in detail. We recommend starting with a two-hour working session to identify any gaps or issues upfront. Then we schedule additional sessions where we watch your current system in use and map your real workflows — not just what's documented, but what actually happens.
Several meetings — we respect your time but we need this to be right
3
Proof of Fit
Your quote and system access
Once we've mapped your processes we walk you through how Risk Pool Pro handles the same workflows. You receive your implementation and annual access quote, and we give you access to the system to explore on your own terms. This isn't a limited trial — it's real access so you can validate that RPP actually works the way we say it does before you commit to anything.
Take the time you need — no expiring trial clocks
4
Implementation & Import
We do the heavy lifting
We configure the system for your pool and handle the data import. You get us the data — structured exports from your current system or database backups if you have access to the raw data. We map it, you approve the map, we do the import. You don't get handed Excel templates and told to figure out our data structure. That's your data and we treat it that way.
Timeline depends on data complexity and source system
5
Training & Tandem
Run both systems until you're ready
You keep your current system running while we train you in Risk Pool Pro. Working sessions, webinars, or one-on-one — whatever works for your team. We can train your members too if your portal is part of the rollout. You validate your imported data, get comfortable with the workflows, and only move when you're confident. No hard cutover dates forced on you.
You set the pace
6
Migration & Go-Live
Pick your day
When you're ready, we pick a go-live date together. We halt changes to your current system, do a final data migration to capture everything up to that point, and hand over Risk Pool Pro as your system of record. Clean cutover, no data gaps, no scramble.
You choose the date — we make it happen
7
Live & Supported
You're live. We're still here.
Go-live isn't the end of our involvement — it's the beginning of the relationship. Training needs, questions, issues, new features — we're available. And when new features ship, you'll hear about them first.
Ongoing support included
Get Started
See how it works for your pool.
We'll walk you through Risk Pool Pro, answer your questions, and tell you honestly if it's the right fit for your pool.