Risk advisory for companies whose exposures have outgrown their insurance program.
Big-firm risk management expertise, sized for growth-stage companies. Every policy is read against how your business actually operates, by a licensed attorney who has also brokered and underwritten these lines, supported by technology built for the work. We’re paid by you, not by insurers, and we work alongside your broker.
Who we work with
Growth-stage technology
Enterprise contract requirements, cyber and technology errors and omissions structure, and exposure from product changes between renewals.
Professional services firms
Professional liability built for an earlier service model, tested against how the firm delivers work today.
Sponsor-backed companies
Pre-close insurance diligence, integration of add-on acquisitions, and portfolio-level cost of risk.
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 every policy in force against your operations and contracts, delivered in three to four weeks.
Renewal management
Dedicated support through the renewal, working with your broker from submission to issued policy.
Retained advisory
Your risk management function on an ongoing basis.
Program of record
Your program kept current between renewals, for companies that don’t yet need an ongoing engagement.
Every engagement produces a program page
One maintained record of your program: coverage, cost, retained exposure, prioritized observations, contract requirements, and every decision made along the way.
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.