Insurers/Brokers
 
 
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INSURANCE CONSULTING FOR INSURANCE PROVIDERS

Our services can be tailored to your specific needs and can include:
1. the completion of “one off” projects, this will enable you to have a project completed within a given time frame without having to pull your staff away from their “normal” day to day responsibilities;
2. the completion of comprehensive policy reviews (including policy wording comparisons) to include recommendations for policy wording development and refinement;
3. the completion of reviews, refinement and creation of procedural, underwriting and technical guides;
4. the completion of feasibility studies for the viability of specific portfolios of business or programs and the design and development of group / association programs;
5. researching new opportunities and designing products to satisfy such opportunities;
6. the completion of underwriting reviews (audits) for all business classes and compliance / procedural reviews
N.B. after appropriate reviews have been completed, a comprehensive report will be provided to include recommendations for improvement;
7. Conduct seminars / lectures / interactive workshops as requested;
8. Complete customized or generic training to meet the specific training and development needs of an organization. Such training and development will generally consist of the following:
• completion of needs analysis [for the training and development of individuals]; • the design of a coordinated training plan to satisfy the needs identified after the completion of the needs analysis; • the design of specific training courses to support the plan; • the delivery of the courses; • ongoing evaluation and monitoring of the training.
9. providing other insurance consulting services as is required to satisfy your needs;
10. providing you with excellent ongoing service.
 
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Broker

Our services focus on the specific insurance and risk management needs of brokers and may include:
1. Providing assistance in the servicing and / or broking of commercial accounts including the preparation of proposals and submissions under your direction;
2. Confirmation of the appropriate placement of insurance after an insurance coverage review. Your clients may require this due diligence review to be completed by an unbiased third party source;
3. Comprehensive policy reviews (including policy wording comparisons) to include recommendations for policy wording development and refinement;
4. Conducting feasibility studies to determine the viability of broking specific portfolios of business or programs and the design, development and /or refinement of group / association programs;
5. The creation / refinement of risk management procedures and protocols;
6. Completion of compliance / procedural reviews to include recommendations;
7. Conducting seminars / lectures / interactive workshops as requested;
8. Completion of customized or generic training to meet the specific training and development needs of an organization. Such training and development will generally consist of the following:
• completion of needs analysis [for the training and development of individuals];
• the design of a coordinated training plan to satisfy the needs identified after the completion of the needs analysis;
• the design of specific training courses to support the plan;
• the delivery of the courses;
• ongoing evaluation and monitoring of the training.
9. Providing other risk management and insurance consulting services as is required to satisfy your individual or unique needs;
10. Providing you, our broker customers, with an excellent ongoing service which exceeds your expectations;
11. Offering Principal Broker Services on an interim basis.