This is a hands-on tour. You will click through the live demo yourself, step by step, while this guide tells you exactly what to do. By the end you will have set your organization profile, built a risk register and insurance inventory with AI, and learned the fundamentals.
Put the demo on one side and this walkthrough on the other so you can read a step and do it without flipping back and forth. Two monitors works best. On one screen, snap each window to half: click the demo window and press ⊞ + ←, then this window and press ⊞ + → (on Windows). The demo opens in a new tab when you click Launch the demo above.
The demo is a fully working copy of Risk Management and Insurance loaded with a sample organization profile. There is no sign-in and nothing you do is saved to a real account, so click freely and experiment. You will see a red DEMO MODE bar across the top with a Reset button if you ever want a clean slate.
Risk management sounds corporate, but for a small nonprofit it is simple: know what could go wrong, decide what to do about it, and make sure you are insured. This app builds those documents for you and teaches the basics.
Your task: get ahead of what could go wrong. You handle cash at events, work with vulnerable people, and store donor data. We will turn that reality into a risk register, check your insurance, and prepare for a crisis.
When the demo opens you land on the Dashboard, with a left sidebar holding AI Automations, Course Modules, and Organization Setup. Start at Organization Setup: your size, activities, and assets are what the app uses to tailor every risk document to you.
Do this: Open Organization Setup and review the sample profile. Note the activities listed, like events, vehicles, or handling cash, since these drive your risks.
Why it matters: risk is specific. A profile that reflects what you actually do produces a register that fits, not a generic checklist.
Click Dashboard. This is your risk overview, pulling together where your organization stands and pointing you to the tools that build out your risk register, insurance records, and crisis plan.
Do this: Read the dashboard so you understand your starting point before generating documents.
Why it matters: seeing the whole picture in one place keeps risk from being a once-a-year afterthought.
At the top of the sidebar, click AI Automations. The Risk Register Builder drafts a tailored register from your profile: your risks across governance, finance, operations, people, technology, and reputation, each with likelihood, impact, and a mitigation. The flagship Risk Management Plan ties it all together.
Do this: Open AI Automations, expand the Risk Register card, and run it. Every output offers Copy, Word, Text, Print, and Email. Cards show a plan-tier chip and are searchable.
Why it matters: a risk register is the core tool of risk management, and starting from a tailored draft beats staring at a blank table.
Still on the AI Automations page, the Insurance Coverage Inventory and Insurance Gap Analysis help you see what you carry and what you are missing, and the Crisis Management Plan prepares you for the worst day. There are also vendor and certificate-of-insurance tools.
Do this: Run the Insurance Coverage Inventory and the Crisis Management Plan to see how each produces a ready-to-use document.
Why it matters: under-insurance and no crisis plan are the two risks that sink small nonprofits. These tools close both gaps.
In the sidebar, click Course Modules. The course covers risk management basics, the risk register, insurance essentials and coverage deep dives, crisis and incident response, and working with brokers, each module with a quick quiz.
Do this: Open Course Modules and read a lesson, such as The Risk Register or Insurance Essentials. Progress is tracked as you go.
Why it matters: understanding the why behind each document makes you a smarter buyer of insurance and a calmer leader in a crisis.
You just set your profile, built a risk register and insurance inventory with AI, prepared a crisis plan, and learned the fundamentals, using the same tools you would use to protect your real organization. Explore any other part of the demo, or reset it and try it your own way.