Insurance Brokerage Consulting

Insurance brokerage consulting that audits your current coverage, identifies gaps and overpayments, and negotiates better terms — saving businesses 15-30% on premiums without reducing protection.

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What We Do coverage gap analysis & premium optimization

Analysis

We start with a rigorous current-state review — market conditions, regulatory environment, competitive landscape, and your specific constraints.

Strategy

Tailored recommendations with clear prioritization, owner assignments, and 90-day milestones tied to measurable outcomes.

Execution

Embedded delivery support that moves initiatives forward — not slide decks that gather dust.

Results

Quantified impact reported to leadership: revenue generated, costs reduced, risk mitigated, or market position improved.

Our Process

1
Discover — Stakeholder interviews, data review, and market benchmarking.
2
Design — Strategy framework, success metrics, and phased roadmap.
3
Execute — Implementation support with weekly reporting and course-correction.
4
Transfer — Knowledge handoff and documentation so results are sustained.

Packages

Coverage Audit
$995
Full policy review across all business lines: GL, professional liability, D&O, cyber, property, and workers comp. Gap and overpayment report included.
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Broker RFP
$2,500
Competitive broker selection process, carrier negotiation, side-by-side coverage comparison, and recommendation report.
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Annual Advisory
$3,500/yr
Ongoing coverage management: annual renewal review, mid-year check-in, claim advocacy, and policy change monitoring.
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Frequently Asked Questions

How much can we typically save on premiums?
Our audits identify an average of 15-30% in premium savings through coverage right-sizing, carrier changes, or risk management improvements that reduce your risk score.
What types of business insurance do you cover?
General liability, professional liability (E&O), D&O, cyber liability, commercial property, workers compensation, business interruption, and specialty lines relevant to your industry.
Do you replace our current broker?
No — we are an independent advisory layer. We can work with your existing broker, run a broker RFP to find you a better one, or help you go direct with carriers in specific situations.
What triggers a coverage audit?
Annual renewal, rapid company growth, new product/service lines, M&A activity, office/facility changes, or a claim that revealed unexpected gaps in your current policy.

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