We audit what they missed.
Using our 7-Point Risk Analysis, we dig through every policy, line by line. We expose buried exclusions, outdated limits, and cross-policy conflicts that agents often overlook.

Tools We Use:

AI-assisted coverage mapping

Endorsement + exclusion tracking

Claims history alignment

Policy-by-policy breakdown

Outcome: You see exactly where you’re vulnerable — before it costs you.

We restructure your insurance portfolio for intelligence and strength.
We coordinate with your agent or one of ours to place smarter policies through 300+ admitted markets and 400+ non-admitted carriers.

What’s Included:

Comparative quoting from top carriers

Policy structuring by risk profile

Cyber, EPLI, malpractice, property, and D&O

Agent collaboration (we don’t replace them — we empower them)

Outcome: A leaner, smarter portfolio designed to perform under pressure.

We don’t disappear after binding.
We stay in the fight — managing claims, reviewing loss runs, and ensuring policy performance. When you need documents fast or support during a claim, we’re already moving.

Ongoing Services:

Claims management + denial response

Loss run oversight + tracking

E&O cert coordination with vendors

Client dashboard for policy access + renewal alerts

Outcome: You operate with confidence — not crossed fingers.