Turning Safety Data into an Insurance Advantage with SafeTrades

A strong safety program should do more than keep crews compliant. It should also help protect your people, your projects, and your bottom line. That idea is at the core of the SiteDocs® acquisition of SafeTrades and the launch of a new insurance and risk module in SiteDocs. 

Every day, SiteDocs customers capture inspections, toolbox talks, incident reports, corrective actions, and training records in the field. SafeTrades is designed to turn that existing safety activity into a clear, broker‑ready picture of risk so you can walk into workers’ compensation renewals with data on your side. 

What Is SafeTrades? 

SafeTrades is an insurance-focused solution that transforms everyday safety data into meaningful insights for brokers and insurance carriers. It pulls forms from SiteDocs and organizes them into the same metrics underwriters and brokers use to evaluate a company’s safety performance.  

SafeTrades uses AI to capture safety activity through voice and SMS, automatically analyze this data, and build a clearer picture of operational risk—without adding new apps or extra steps for crews. SafeTrades’s AI-powered workflows also guide the collection of key incident details, analyze the information, and autofill required workers’ compensation and safety reporting forms, including first reports of injury and OSHA 300 logs. 

Instead of adding a new app or workflow, SafeTrades runs on top of the safety work crews are already doing, generating a readiness score and a structured “Renewal Kit” that safety and risk leaders can use to support stronger workers’ compensation renewals and more informed conversations with carriers. 

The result is a practical way to connect daily safety work to insurance conversations without changing how your crews operate. 

Built for Proactive Safety Leaders 

Many organizations are looking for ways to move from reacting to incidents to preventing them. By focusing on leading indicators, safety teams can spot risks earlier, act sooner, and reduce both injuries and unexpected costs. The SafeTrades module follows that same philosophy by focusing on the activities that demonstrate proactive safety culture to insurers. 

Instead of waiting until renewal season to scramble for documentation, safety leaders can use the module to: 

• Track how safety activity trends over time. 
• Highlight improvements in training, inspections, and corrective actions. 
• Prepare a consistent story for finance, operations, and insurance partners.

Because the module is built on top of SiteDocs, there’s no new app for crews to learn and no extra steps added to their day. The work they are already doing becomes more visible and more actionable when it’s time to talk about risk and cost. 

What This Means for SiteDocs Customers 

For many organizations, workers’ compensation premiums are one of the largest recurring costs they cannot easily control. At the same time, safety leaders are already investing time and energy into making sure jobsites are safe and documentation is complete. 

The new insurance module: 

• Pulls in the safety records you already have in SiteDocs—no duplicate data entry 
• Aggregates safety records into leading indicators such as training coverage, hazard controls, and corrective action follow-through 
• Generates a scorecard and narrative that your broker can use to advocate for better terms

In SafeTrades’s customer math, a typical organization with 30 employees and a $180,000 annual workers’ compensation premium could see modeled savings of around $27,000 per year with a 15% improvement. While every situation is different and there are no guaranteed outcomes, the goal is simple: to give you stronger evidence when you sit down with your broker and carrier. 

A Note From Peter Schulz, Chief Product Officer

“Safety leaders do a tremendous amount of work to keep workers safe and jobsite risks as low as possible. By bringing SafeTrades into SiteDocs, we’re helping turn that hard work into a measurable business advantage that can positively impact a customer’s bottom line. 

Our focus remains the same: helping organizations build safer jobsites, stronger safety cultures, and safer communities. SafeTrades extends that mission by connecting safety performance to risk and insurance.”