Insurance and Risk Management Services

Expert Witness – Litigation Support

Few can explain property & casualty in layman’s terms better than our team.
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COIs R Us - Certificates of Insurance

Certificate of Insurance Tracking & Compliance

In a claims situation, the fallout can be crippling or catastrophic.
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Risk Manager – Year Round Expertise on Staff

Eliminate the inherent conflict of interest with the independent voice.
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If it wasn’t for Scott, I might not still be in business. He gets an A+, 10 out of 10 in my book.
Jim “Mattress Mack” McIngvale Gallery Furniture The Insurance Record December 21, 2017

More Success Stories

After the latest oil downturn, a well-established custom jobshop found another niche. Their old classification did not run mirror current operations. Once proper codes were in place, they added Cyber, continuity planning, and still achieved 45% reduction in insurance premiums.

Machine Shop

Two buildings not on the property schedule. No bailees coverage. Workers compensation policy missing admiralty endorsements. By not having to sue their agent, the marina saves $25-50k in upfront legal fees and the two years spent fact finding, depositions, meditation, and court appearances.


A Risk Manager of a General Contractor with multiple projects in progress wanted to know the pros & cons of moving from a standard construction liability policy to a Rolling Owner Controlled Insurance Program (ROCIP); how does a ROCIP effect current in progress projects; and how does a ROCIP effect current insurance.

Owner/General Contractor

Church finance committee lacked the expertise to bid and evaluate their current property & casualty portfolio. Buildings were undervalued, token employee theft coverage, no CYBER policy, no coverage for the day care students. Bid packets were developed and distributed to qualified agents and direct writers of church programs. Coverage was significantly improved, premiums reduced 6% […]


Board of Directors renewed year after year because that the way they have always done it. No one had ever pointed out they were well over insured. Established replacement cost valuations for structures, eliminated obscure coverages, and added Cyber. 19% savings in insurance premium over previous year.”

Home Owners Association

Industries Served

Why Hire a Risk Manager/Insurance Consultant?

Why Outsource your Certificate of Insurance Management

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