Our insurance Advocates are peer-level consultants that are highly trained and specialized to meet the unique insurance and risk management needs of organizations and their executives.
Consulting Powered by Technology
Delivering actionable risk insights to power consulting processes and help our clients make better decisions, faster by proactively utilizing client-centric technology, business intelligence, and business analytics tools.
Our unique mix of people, processes, and technology positions our Guests for a refreshing insurance experience that creates peace of mind through Growth, Protection, and Savings.
Corporate & Executive Protection
Financial & Management Exposures
Directors & Officers (D&O)
Employment Practices Liability (EPL)
Fiduciary Liability (ERISA)
Errors & Omissions (E&O)
Crime & Cyber
Domestic Operations Protection
Property, General Liability
Business Automobile Liability
Excess Liability (Umbrella)
International Operations Protection
Foreign Owned Locations
Foreign Voluntary Workers’ Compensation
Business Travel Accident (BTA)
Executive Personal Risk & Protection
Luxury Home, Auto, Renter's
Personal Excess Liability (Umbrella)
Classic Vehicles, Aviation & Watercraft
Valuables, Antiques, & Collections
Short & Long-Term Disability Income
Corporate & Executive Client Services
Loss Control Strategies
Building continuity and resilience through a unique mix of people, processes, and technology to avoid business interruptions through customized loss control strategies. We believe prevention is just as important as protection.
Business Intelligence & Analytics
We utilize business intelligence and analytics tools to build client confidence and peace of mind with the right decisions at the right time through the right mix of data, technology, and human competencies.
Our Advocates provide guidance and consulting on local, State, and Federal taxes to limit fiduciary liabilities and potential penalties from OSHA or DOL.
Cyber Security Tools & Services
With more data breaches than ever, we perform data center and I.T. exposure assessments, educate employees on proper web safety protocols, and transfer risk against cybercrime.
Safety Training Programs
We facilitate a robust safety program to include fleet safety training, industrial hygiene, and occupational health services, fire protection system audits, property inspections, and more.
Disaster Recovery & Planning
Our Advocates will help proactively prepare your business before a flood, fire, or other major exposures that could significantly disrupt your operations and business income.
IoT Risk Management
Employing smart risk management devices to remotely monitor and control risk at home, in your car, or at business properties so we can respond to threats in real-time and mitigate catastrophic losses.
50+ Years of Strong Carrier Partnerships
What our Guests
Since 1970, we have treated our clients as Guests worthy of the highest levels of attention and care. Our client centric consulting approach and organizational processes are carefully designed to help us understand and address their unique needs so we can Advocate on their behalf.
National & Global Reach
Through our domestic and international partnerships, we provide benefits and insurance solutions for organizations in the United States and in more than 15 countries.