Guidance you can trust. Risk you can control

Safeguarding Your Future
With Preemptive Risk Solutions

  • Tailored Risk Assessments
  • Transparent Insurance Consulting
  • Coverage Placement Oversight
  • Claims Monitoring and Review

Building an Adequate, Efficient and Cost-Effective Risk Management Program.

Conflict – free consulting that works for you, on your behalf.

Our mission is to deliver transparent, independent risk consulting that strengthens our
clients’ long-term stability and optimizes their risk management structure. We are committed to : Providing tailored strategies that reduce exposure to financial loss, while aligning with your goals and industry challenges.

Contract Language Review

Ensuring risk transfer through hold harmless, indemnification and sufficient insurance.

Certificate of Insurance Tracking

Review of third parties’ proof of insurance and adequacy of coverages.

Claims Monitoring and Review

Advocacy and clarity when it matters most.

Exposure Assessments

Comprehensive audits of your vulnerabilities and liabilities.

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Services

Core Solutions

Risk & Insurance Consulting for General Businesses. Mentoring, Guidance and Training for fellow Agents, and Students. Tailored, transparent, and conflict-free strategies to protect your future.

Contract Review & Risk Transfer

Although not a replacement for legal counsel, we look at contracts and agreements to ensure indemnification, hold harmless and risk transfer language exists fairly in your favor. We recommend corrections to better protect you, and educate your contractors and their agents when necessary.

New Agency Guidance

We guide agents on launching their agency — choosing the right model and getting carrier appointments.

Insurance Program Management

We conduct a thorough review of current insurance program, provide recommendations of insurance products, deductibles and risk financing, assess adequacy of coverages, and handle renewal placement and communication with agent of record.

Loss Control Strategies Recommendation

Mitigate risk and reduce overall cost through several techniques such as mod factor analysis, trend tracking, safety and loss prevention planning.

Risk Assessment & Exposure Analysis

We help identify operational hazards that can result in financial losses. We provide a comprehensive report highlighting and categorizing vulnerabilities from severe to mild.

Claims Management & Advocacy

Support during the claims process filing, subrogation, carrier / adjuster communication, reviewing coverages, advocating for clarity and fair outcomes.

Student Licensing Support

Tutoring, flashcards, simplified manuals, and post-license career counseling for future insurance professionals.

Our Team

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