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Products & Services

Our advisors provide access to world-class insurers to secure optimal coverage and manage the placement of coverage from start to finish, working with multiple insurers to evaluate all available coverage options.  We negotiate on your behalf to obtain the best terms and facilitate billing and contract execution. 


We leverage the collective experience of our team and our insurance carrier partners to tailor solutions to your needs and help you manage risk.


and Casualty Insurance Products

  • General Liability

  • Commercial Auto Liability

  • Umbrella Liability

  • Property & Equipment

  • Professional Liability

  • Workers Compensation

  • Directors & Officers Liability

  • Employment Practices Liability

  • Fiduciary Liability

  • Cyber Risk 

  • Business Interruption

  • Flood Insurance

  • Captive Insurance Solutions

  • Student & Volunteer Accident

  • Active Shooter/Assailant Coverage

  • Medical Malpractice Liability

Risk Management Advisory Services

Policy Reviews

Identification of coverage gaps, limitations, duplication of coverage, and potentially hidden exclusions.  

Risk Management Consulting

Comprehensive evaluation to quantify and provide a full understanding of your exposure to risk and financial liability to mitigate risk and ensure loss recovery. 

Claims Review and Management

End-to-end claims management, from incident to resolution, providing insights and guidance to reduce further risk and losses.

Catastrophic Event
Plan and Response

Assistance in developing response and remediation plans to minimize suspension and/or down time in the event of a catastrophic claim.  

Contractual Indemnification and Liability Review

Examination of indemnification and insurance requirements contained within business contracts to ensure compliance.

Rating Review

Analysis of your workers compensation experience modifier to avoid overpaying for workers compensation insurance due to errors.

Safety and Loss
Control Services

“Best practice” implementation and support services to help avoid OSHA fines/penalties, reduce loss frequency, and ultimately drive down costs.

Premium/Loss Trends and Data Analytics

Evaluation of claim trends, developing loss projections, loss ratios, and deductible expenditures to identify opportunities to reduce overall program costs.

“I’ve worked with many insurance brokers, and none have had the breadth of experience or provided the same level of attention and service as Mark.  His extensive knowledge is invaluable and has protected our company - and our clients - by addressing deficiencies that would have left us exposed.  His process of identifying risks, understanding insurance coverage, and relaying technical information in an easy-to-understand format is  exceptional.”

Chief Executive Officer, Commercial Real Estate Company

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