Whether you're a CEO, Managing Partner, Board Chair, or a Family Dental Practice, your role demands more than operational oversight—it requires protecting everything you've built. From complex portfolios to expanding enterprises, we serve as your strategic risk partner, safeguarding your assets, your legacy, and the people behind your decisions. This is leadership-driven risk management—placing clarity, control, and leverage back in the hands of those who lead.
We analyze, uncover, and address risk across your entire portfolio — ensuring your business, assets, and future are protected with strategy, not guesswork.
Strategic approaches to reduce premiums while maintaining comprehensive coverage for your organization and investments
Comprehensive analysis of your existing policies to identify gaps, overlaps, and opportunities for enhanced protection and cost savings. Don't know what you have? We can tell you!
Streamline your loss history management for optimal risk assessment.
We align with select national brokerages and specialty markets that grant our clients access to over 300+ admitted and non-admitted carriers offering the scale of a national firm with the precision of a boutique consultancy. These relationships allow us to evaluate a wide range of coverage solutions without being tied to any single carrier or agenda within all 50 states. We also partner with leading service providers like Dental Warranty Corp., whose nationally recognized program empowers dental practices to protect patients and increase treatment acceptance through affordable, worry-free warranties. Through these collaborations, we equip our clients with broader insight, strategic leverage, and long-term protection.
We begin with a comprehensive consultation to evaluate your business operations, review your current insurance portfolio, and identify potential areas of exposure. As part of this process, you’ll provide your existing policies for in-depth analysis.
We conduct an initial Exploratory review of your current insurance program to highlight general areas of concern. However, a full comprehensive audit with detailed findings, risk analysis, and strategic recommendations is reserved exclusively for clients who engage our consulting and risk management services.
As part of our high level risk analysis, you'll receive a concise risk exposure report outlining key areas of concern. This includes visible carrier exclusions, general coverage inefficiencies, and strategic recommendations for improved protection and potential cost savings—all delivered in an easy-to-understand format.
Leveraging insights from our risk evaluation, we work directly with underwriters and appointed agents to secure the most competitive coverage options from a broad network of over 300 admitted and 400 non-admitted carriers. If you do not have a preferred agent, we can appoint one on your behalf—ensuring you gain direct access to top-tier carriers and tailored solutions that maximize protection while reducing unnecessary premium costs.
Leveraging insights from our risk evaluation, we work directly with underwriters and appointed agents to secure the most competitive coverage options from a broad network of over 300 admitted and 400 non-admitted carriers. If you do not have a preferred agent, we can appoint one on your behalf—ensuring you gain direct access to top-tier carriers and tailored solutions that maximize protection while reducing unnecessary premium costs.
As your business evolves, so should your coverage. Our monthly policy management ensures your insurance stays aligned with operational changes—whether you're expanding locations, hiring staff, or signing new contracts. We track endorsements, monitor loss runs, manage claims, and deliver updated COIs and insurance documents directly to your vendors. With proactive oversight and monthly access to our team, we help you avoid coverage gaps before they happen.
