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We provide outsourced insurance risk services that are flexible and cost-effective.

Insurance and risk management require continuous care, yet your budgets may not allow for full-time help or other costly alternatives.  Our 21st century model keeps costs low, allowing us to pass that savings on to you with lower fees and flexible arrangements. 

We don't sell insurance or receive compensation from anyone, other than you, the client.  This allows us to be truly independent and unbiased in protecting your interests.

Services may be purchased on an hourly, project, or retainer basis.

We can't eliminate all of your risk, but working together we will strengthen your risk management program. 



  • Be your internal subject matter expert on insurance 

  • Liaise with brokers/agents, carriers, and other stakeholders on insurance matters

  • Analyze environment and insurance policies to ensure coverage needs are met

  • Review and execute coverage changes as needed

  • Review insurance language in contracts to ensure: equitable risk transfer, you are requesting adequate coverage of partners and vendors, and your insurance policies meet contractual obligations

  • Review and manage certificates of insurance

  • Review insurance binders, policies, and endorsements for accuracy 

  • Manage claims process to ensure timely and accurate reporting to insurers

  • Coordinate with claims adjusters and other relevant third-parties to ensure claims are resolved efficiently and effectively

  • Train and help develop staff on insurance topics and processes

  • We'll gladly assume other insurance related duties as needed


  • Develop, implement, and maintain your risk management program 

  • Advise leadership on risk mitigation and avoidance

  • Leverage existing resources to enhance resilience and risk defenses

  • Oversight of risk management practices and policies

  • Facilitate with third-parties on risk management issues

  • Train and help develop staff on risk management topics

  • Prepare risk reports for management and board review

  • Integrate risk management throughout the entity

  • Participate in risk and safety committees

  • Manage incident reporting and after-action reviews

  • Complete risk reviews prior to new product or service launch

  • Develop, implement, and maintain an Enterprise Risk Management (ERM) program

  • We'll gladly assume other risk management related duties as needed

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