PROGRAM ORGANIZATION

Insurance is complex and moves fast—so much so that critical industry processes seem completely inaccessible to the typical policyholder. This non-transparency is entirely by design, and the only one that doesn't benefit from the status quo is you, the customer.

Helping you understand your insurance program is our top priority. That doesn't mean you have to become an insurance expert—that's our job. It means that our responsibility, as your consultant, is to translate convoluted insurance jargon into terms you can understand, empowering you to make informed decisions to protect your business. 

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Our organizational approach is simple and efficient. Here are some of the first steps we take:

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• Create an organized, cloud-based insurance portal where you can access key documents in real-time

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• Prepare a list of your insurance policies, listing your insurer, agent, expiration dates, and other key information

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• Develop a dynamic, full-scope insurance program compendium, including:

  • Executive ​summaries of current placements and cost

  • Year-over-year cost comparisons, showing changes in exposure and rate

  • Schedules of your insurable exposures (named insureds, locations, fixed assets)

  • Detailed coverage analysis for each line of insurance