Custom insurance and risk management strategies built to protect and scale your businesses operations for long term growth.
Custom insurance and risk management strategies built to protect and scale your businesses operations for long term growth.
We start by learning your business inside and out—operations, contracts, financial drivers, and loss history—then build a clear risk map that prioritizes what matters most. Using analytics, COPE data, OSHA logs, and scenario modeling, we quantify exposures and align them with your growth plans. The result is a pragmatic, CFO-friendly roadmap with near-term risk controls, medium-term transfer strategies, and long-term capital and resilience planning—so risk becomes a lever for performance, not a drag on it.
Most programs carry gaps, overlap, and avoidable costs. We perform a line-by-line coverage audit—including forms, endorsements, limits, deductibles/SIRs, and contract requirements—to eliminate blind spots and waste. From manuscript wording and blanket vs. scheduled strategies to loss-sensitive options, captives, and parametrics, we redesign your placement to match your true risk profile and buying goals, strengthening protection while driving down total cost of risk.
For agencies and MGAs, we build scalable, sales-first operating systems. That includes producer playbooks, pipeline design, and KPI dashboards (hit rate, retention, revenue per client), plus CRM/AMS workflows, remarket cadence, and service-level standards that protect the book while freeing producers to sell. We align compensation plans, niche positioning, and marketing funnels to create a repeatable growth engine—so your team spends less time chasing tasks and more time closing business.
Great results begin with the right trading partners. We develop a carrier matrix that matches appetite to your niches, balancing direct appointments and wholesale/MGA relationships across admitted and E&S markets. Our process elevates underwriting submissions with compelling narratives, credible loss projections, and clean data, then sequences remarkets and BOR strategies to improve terms over time. You get broader market reach, stronger negotiations, and a placement strategy built to win—this renewal and the next.