We identify the critical issues facing your company.
Survival of your business requires managing risks. In today’s environment, these risks are rapidly changing and becoming more complex. We’ve built a customizable platform to provide you with the security you need.
Employee Benefits
Medical
Life
Disability
Travel Accident
Partially Self Funded
Captive
Actuarial Services
Benchmarking
Commercial Insurance
Property and Casualty: Workers Compensation, Professional, Environment, Cyber, Cargo, etc.
Bonds
Captive Programs
Self Funded and Large Deductible
Claims Management
Loss Control
Industry Programs
Urban Agriculture
Petroleum
Real Estate
Technology
Manufacturing/Distribution
Construction
Defense Base Act
Security is crucial to your family. Identifying and understanding the threats to your family is critical in making the right insurance decisions. Our size and independence mean more options for you.
Assets
Homeowners
Umbrella
Vacation Properties & Rentals
Fine Arts, Jewelry, etc
Automobile
Boats, Yachts, Aircraft, etc.
Additional Options
Libel/Slander
International Travel
Charity Work & Community Involvement
Domestic Help
Group Umbrella Programs: Corporations, Associations, Financial Planners, etc.
Claim Advocacy
Coverage Gap Analysis
Our process is as unique as you are.
1
Define
Define the "Why" and identify the real issues you want to fix.
2
Assess
Discuss the time, money, and resources needed from both parties. Decide if the issues are understood and fixable, and ensure you genuinely want our help.
3
Align
Establish who is impacted by the change and in what ways. All decision makers are present.
4
Engage
This is the critical decision on whether we are aligned and you choose us. If proceeding, this meeting results in the removal of your current relationship.
5
Implement
We begin implementing the plan and installing measurables for all parties in order to establish clarity.
This is just the beginning.
When you work with us, you can expect continued support.
Vision
Identify the real issues you want to fix.
Accountability
Establish core measurables and key data points, and empower the right individuals to lead the team to success.
Ongoing Support
Meet regularly to analyze and evaluate effectiveness of the team’s initiative, identify, discuss, and solve issues and assign to-do’s to reach success
We’ve partnered with Miliman to offer you a Benefits Benchmarking Survey. Receive practical advice to improve your business as you compare your organization’s benefits to those offered by other companies.
