Whiteboard Risk & Insurance Solutions

Whiteboard Risk & Insurance Solutions

Mitigates Work Comp risk and costs

Overview

Whiteboard Risk & Insurance Solutions helps California employers tackle the workers’ compensation system by focusing on risk mitigation and risk transfer through in-house, customized strategies. Its approach combines people, processes, and resources to systematically address Work Comp problems that traditional brokers, carriers, or preset programs can’t solve. The product works by identifying and reducing risk factors, then transferring residual risk through tailored in-house solutions, with an emphasis on lowering claim costs and saving time for business leaders. The company differentiates itself by offering entirely in-house, creative methods for every Work Comp complexity rather than relying on external programs, aiming to return dollars to the bottom line and free up leadership time. Its goal is to make Work Comp work for employers by improving financial outcomes and operational efficiency.

About Whiteboard Risk & Insurance Solutions

Simplify's Rating
Why Whiteboard Risk & Insurance Solutions is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Consulting

Enterprise Software

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

San Diego, California

Founded

2014

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Simplify's Take

What believers are saying

  • Whiteboard updated its platform on 2026-07-14, signaling continued product investment.
  • Its 2025 Whiteboard Benefits launch broadens cross-sell beyond core workers’ comp.
  • LinkedIn shows Irvine expansion and a partnership structure, suggesting operational scaling.

What critics are saying

  • Whiteboard’s workers’ comp specialization exposes it to carrier pricing cycles and loss shocks.
  • A niche hotel-owner strategy depends on DPA referrals and slows diversification.
  • If its platform underperforms claims outcomes, larger brokers can commoditize the offering.

What makes Whiteboard Risk & Insurance Solutions unique

  • Whiteboard Risk’s 2026 platform tracks workers’ comp claims in real time.
  • The company markets machine-learning-powered risk tools for workers’ comp specialists.
  • Its hotel-owner insurance partnership with DPA Attorneys at Law narrows a focused niche.

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Benefits

Health Insurance

Wellness Program

401(k) Retirement Plan

401(k) Company Match

Training Programs

Company News

Whiteboard Risk
Jul 13th, 2023
ACT Fulfillment repaired their X Mod and saved $800,000

In 2020, ACT Fulfillment partnered with Whiteboard to reduce their workers’ compensation premiums.

DPA Attorneys
Jan 6th, 2022
DPA Attorneys at Law partners with Whiteboard Risk & Insurance Solutions

DPA Attorneys at Law has partnered with Whiteboard to provide insurance specifically for hotel owners.

Whiteboard Risk & Insurance Solutions
Jul 29th, 2021
Whiteboard Risk & Insurance Solutions partners with Albert & Mackenzie A Professional Law Corporation

Alongside the fraud prevention, Whiteboard Risk & Insurance Solutions has partnered with Albert & Mackenzie, who specialize in defending employers against the fraudulent workers compensation system.

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