Build your personalized path to measurable results.
Engagements can be structures as a one-time project, hourly consulting, or an ongoing retainer - always fee-for-service, so recommendations are never tied to which carrier, agent or coverage you choose.
Coverage & Program Review
A clear-eyed audit of your current insurance program - what you have, what it costs, and where the gaps or redundancies are.
Agent & Broker Evaluation
An independent second opinion on your current agent or broker relationship - including their service agreement with you and how they are compensated - so you know whether you are getting the service and value you are paying for
RFP Coordination
End-to-end management of the marketing process: writing specifications, coordinating with markets or carriers, and comparing proposals on a apples-to-apples basis.
Claim Review & Advocacy
Analysis of claims history and trends, plus hands-on advocacy on your behalf during active or disputed claims.
Renewal Evaluation
An independent review of your renewal terms and pricing before you commit, so you know whether the numbers actually hold up.
Operational Support
Training and support for new business managers and organizational leaders who desire a better understanding of their insurance program.