top of page

Services

Drill Down

Image by Markus Winkler

Risk Solutions

  • Risk Manager-for-hire

    • Risk Management Survey

    • Risk Control Oversight

    • Policies & Procedures

  • Broker/Carrier Request for Proposal Assistance (RFP)

  • Broker Oversight & Liaison 

  • Policy Review & Gap Analysis

  • Contract Review

    • Compliance survey

    • Training

  • Audit & Claims Advocacy

​​

In this current environment, Risk Managers seem to be a luxury that only the largest of organizations can afford.  While sometimes they can seem to be the ever-vigilant gatekeeper, the timesaver, the babysitter, [insert your noun here], we know that a Risk Manager can be worth their weight in gold because of their understanding of the company’s risk profile and the ability to help mitigate those exposures that would harm overall organization if left unchecked.  

 

We also recognize that bringing on another sales executive, marketing professional, engineer, etc. may take priority for a mid-sized growing firm.  We can provide those risk management services at a reduced cost of a full time employee while still protecting the company’s balance sheet. 

 

We will work with you and your executive team to learn and understand the company’s exposures, know what should be prioritized for your growth goals, develop a sound risk management program & better manage the transfer of risk.  

​

​

Brokerage Services

  • Policy Review 

    • Check List

    • Training

  • File Audit

  • Submission Training

  • Claims Assistance & Advocacy

  • Client Experience Resource

  • Coverage Training & Resource

  • Request for Proposal (RFP) – carrier, coverage and amendatory endorsements

  • Cross-sell Review & SIC Code Review

​​

Your brokerage firm’s margins are thin and getting thinner every day given the everchanging insurance market and the increasing needs, and dare we say it, demands of your clients.  Risks are expanding, new coverages are on the horizon and acquiring the expertise to oversee these new exposures is tough.

 

Having been there, we get it.  We can help drive best practices and excellence within your firm.  We can be the support behind the support – which helps even the playing field.  Working with your teams, we can make sure you are winning the opportunities that other brokers are getting.

 

With years of both brokerage and underwriting experience we are well-equipped to help your team be productive in the right ways.  From numerous trainings to cross-sell initiatives, client experience services and client claims advocacy, we can give you a positive return-on-investment that will reach your bottom line while making your firm a solid partner with clients.

​​

​

Image by Antonio Janeski
Image by Mehdi Mirzaie

Insurance Carrier Support

  • Specified Trainer – Cyber, Tech E&O, MPL

  • Financial Statement Review Training

  • Policy Comparison & Review

  • Guidelines 

    • Design

    • Review

    • Update

    • Training

  • Pre-audit Support & Review

  • Cross-sell Review & SIC Code Review

​​

Underwriting teams have lofty goals both in the quantity and quality of their portfolios.  Reliable in-house resources can be difficult to come by, particularly in the field of management, professional and cyber liability underwriting.

 

As former underwriters, we can support your group’s growth goals by assisting in the following areas: 

  • clear, documented updates to appetite and guidelines on a consistent schedule

  • training for various professional coverages

  • policy comparisons so underwriters are equipped to provide guidance to brokers

  • pre-audit review & support

  • correct SIC codes & cross-sell match-up

 

We are adept at all these nooks and crannies that can help build a high-quality underwriting program and let underwriters focus on their renewal books and new business goals.  

bottom of page