Your company’s risk management function
For growing companies taking on new customers, products, and exposures, with no one in-house dedicated to insurance. Big-firm expertise and modern tools, working alongside your broker. Fee-based and independent of insurers.
Who we work with
Technology companies
Cyber and technology E&O, D&O through financing rounds, and the insurance requirements that come with enterprise customers.
Professional services firms
Professional, management, and cyber liability for firms whose services, headcount, or client terms have changed since the program was built.
Private equity and portfolio companies
Insurance due diligence, post-close program integration, and ongoing risk management across the portfolio.
How we work
Experience on every engagement
Your program is reviewed by someone who has worked as coverage counsel, as a large-account broker at Marsh, and as an underwriter at Markel. The work isn’t passed to a junior team.
Technology in service of the work
Our proprietary tools read, compare, and track every policy and contract, which makes a large-account standard of review practical at your size. The judgment stays with an experienced professional.
The client, not the product
Your documents are used for your engagement and nothing else, and are never sold or shared. We take no insurer compensation on any account we advise.
Services
Scope and feesCoverage diagnostic
A fixed-fee review of your full insurance program against current operations and contractual requirements, delivered in three to four weeks.
Renewal management
Dedicated renewal strategy and execution alongside your broker, from submission through policy issuance.
Retained advisory
Outsourced risk management on an ongoing basis.
Program monitoring
A lighter ongoing option: your program and renewal calendar kept current, with contract reviews and access when questions come up.
Every engagement produces a program page
A single, current view of your program: coverage, cost, retained exposure, prioritized recommendations, contract compliance, and the decisions behind it.
Start with the program you have
Send your current policies and most recent renewal summary. We’ll reply with the three most important observations and the order to address them, at no charge.
Based in Chicago, working with clients nationwide.