What you receive.

A summary of the documents and instruments your property receives over the course of a PHS program year. Each is yours to retain, share with leadership and counsel, and reference at renewal.

The Document Set

Six deliverables across the program year.

Each item below is a real instrument the program produces. Each is the property's to retain, to share with insurance carriers and counsel, and to reference at renewal.

Phase Zero · Pre-engagement

The Property Assessment Report.

A formal scored evaluation of the property across eight critical domains, delivered as a written report within five business days of the on-site visit. Stands on its own as a useful document for property leadership and the property's broker — regardless of what comes next.

ii.

Pillar 2 · Q2

The Hazard Identification Checklist.

The structured walkthrough instrument used during the Pillar 2 hands-on component. Property areas evaluated, hazards identified, corrective actions logged. Produced by trainee teams during the session, reviewed by the trainer.

iii.

Pillar 3 · Q3

The Incident Documentation Standard.

The PHS standard for carrier-defensible incident reports. The six essential questions framework, the language calibrations that protect the property, and the report-writing workshop output reviewed against the standard.

iv.

Pillar 4 · Q4

The Tabletop Drill Scenario Output.

Property-specific emergency-scenario walkthrough output. Decisions made, communications mapped, gaps identified — documented as part of the year's emergency-readiness story for carrier review.

After every session

The Per-Session Documentation Package.

Attendance roster, signed acknowledgment forms, topics covered, OSHA standards addressed, claim categories mapped, and trainer signature. Produced after each of the four quarterly sessions and retained by the property.

vi.

Year-End

The Annual Program Summary Report.

The capstone document. Comprehensive year-end report formatted specifically for insurance carrier and risk-management review — including the claims-to-curriculum mapping table where claims data has been shared. Designed for direct submission alongside renewal documentation.

Begin

See the documents your team will receive.

Annotated sample documents are walked through during the initial consultation. Bring your renewal questions; we'll show you the exact instruments your team would have on file.

Inquire