Services
Independent Insurance Consulting Services
Unbiased reviews, transparent flat fees, and complete protection tailored to your unique assets.
Personal Insurance Portfolio Review
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Best for: Homeowners, high-net-worth individuals, and families with complex assets (watercraft, secondary homes, luxury vehicles) who want elite-level scrutiny.
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The Deliverable: A comprehensive Risk & Gap Report highlighting hidden policy exclusions, underinsured limits, and duplicated coverages.
Commercial Insurance Policy Audit
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Best for: Business owners and entrepreneurs wanting to safeguard their operations, assets, and liability limits.
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The Deliverable: A thorough review of commercial wording, business interruption limits, and risk exposures to prevent catastrophic denied claims.
The "Insurance Controller" Package
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Best for: Clients seeking year-round, hands-on risk management oversight and policy monitoring.
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The Deliverable: Continuous advisory, annual policy renewals audit, and direct advocacy.