Navigate
We help clients navigate the complexity of risk and insurance.
Learn about and understand each client and their industry.
Know each client, their industry, and constant changes they face in insurance and risk.
Be strategic and guide clients in managing risk well into the future vs. only looking at the past.
What we do
Represent clients to insurance companies, financing options, and providers.
Negotiate insurance and third-party provider pricing and offerings.
Buy insurance on behalf of clients.
Make risk and insurance as easy as possible, including appropriate response times and clarity of offering.
Outline a clear plan for action items, such as insurance renewal, risk management, training, etc.
Measure and monitor the results the client and agent agree must be accomplished.
Motivate
We help you plan and carry out important risk plans.
Inspire
We encourage each client to act on items that will make them a better risk.
Incite action
Make each plan item a priority and ensure it is executed on time.
Educate
Know all your options in order to make the right insurance choices.
Understand risk and exposure
These crucial elements are the beginning of risk management.
Insurance trends
Clearly communicate insurance trends so you can be up to date with the latest options.
Competitive Cost
Offer better ways to buy your insurance that result in the right coverage at the right cost.
Manage risk and prevent loss
We stay up-to-date to identify effective ways for managing risk and preventing loss.
Mitigate
An ounce of prevention is worth a pound of cure.
Identify proactive strategies
Mitigate loss when it occurs with in-place plans and options.
Reduce client workload
Administrative and risk management support services lighten burdens on your business.
Challenge
Our unique approach drives proven results.
We tell our clients the truth instead of just telling them what they want to hear.
We help clients understand the consequences of choosing not to follow the agent's advice.
We challenge current systems and methods with facts that will support new methods.
Advocate
We fight for you to make sure everything moves forward timely and accurately.
We hold insurance companies accountable in underwriting, response times, and claims payments.
Support relationship with clients and insurance companies to build relationship capital when needed.
Provide claims support to help clients get a check in the right amount.
Simplify the time and effort a client must give in their relationship with risk and insurance.
Connect
Our industry connections bridge the gap between your business and vital risk resources.
Connect to potential relationships that bring value to the business.
Connect to service providers who will assist in risk management.