We begin with a comprehensive consultation to understand your business, existing insurance coverage, and potential exposures. You'll then submit your current policies, loss runs, and any vendor or lease requirements so we can conduct a precise and informed risk analysis.
Our team conducts a comprehensive audit of your active policies. We identify exclusions, outdated endorsements, coverage gaps, unnecessary overlap, and missed opportunities for savings.
You’ll receive a full breakdown of your risk exposure, including an easy-to-read report highlighting areas of concern, carrier exclusions, and recommendations for enhanced protection and cost reduction.
Based on our findings, we collaborate with underwriters and agents to obtain the most competitive options across over 300 admitted and 400 non-admitted carriers. We aim for protection and premium relief.
We coordinate directly with your agent or refer one from our trusted network. You never have to shop around or chase documents—our team handles everything from renewal reminders to vendor certificate delivery.
With a dedicated dashboard, on-staff underwriter, and AI-driven alerts, we keep your policies current, your vendors informed, and your business fully protected year-round.
