Managing intervention plans and consultants in occupational risk insurance

One of Colombia's largest occupational risk insurers needed to digitize the management of its intervention plans — structured risk prevention and mitigation programs delivered by thousands of consultants at member companies across the country.

Operational complexity

• Coordinating more than 4,000 consultants specialized in occupational risk prevention
• Planning, scheduling and tracking intervention plans for thousands of companies
• Full traceability of every intervention: who, when, where and which activities
• Real-time operating cost tracking for budget control
• Managing external contractors across different contract models and specialties

The scale was considerable: every member company has its own intervention plan, with activities scheduled across the year and delivered by consultants with specific skill sets.

We designed a Salesforce solution bringing planning, delivery and cost control into a single platform:

Solution components

• Intervention plan management: creating, approving and tracking prevention programs per company
• Intelligent scheduling: assigning consultants by skill, location and availability
• Field Service for visit tracking: check-in, activity logging, evidence and assessment
• A cost module: real-time tracking of cost per consultant, per plan and per member company
• Contractor management: onboarding, certifications, performance review and invoicing
• Automated regulatory reporting for compliance

The key was modelling intervention plans as objects with action lines, scheduled activities and assigned resources — which makes granular control of delivery possible.

The platform has transformed the insurer's operational capacity:

• More than 4,000 consultants managed on the platform
• Real-time visibility of intervention plan delivery
• Operating cost tracking by consultant, plan and member company
• Automated consultant assignment by skill and location
• Regulatory compliance through automated reporting and full traceability

The insurer moved from running intervention plans in spreadsheets to an end-to-end platform connecting planning, delivery and financial control.