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Featured Services

Corporate Risk & Insurance

Management and financial liability protection, loss control services, and strategic business insights for mid-sized organizations.


Team Philosophy

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

Integrated solutions that protect operations, decision-makers, and business income through comprehensive exposure analysis and strategic risk transfer.

Financial & Management Exposures

Directors & Officers (D&O)
Employment Practices Liability (EPL)
Fiduciary Liability (ERISA)
Errors & Omissions (E&O)
Business Interruption
Crime & Cyber

Domestic Operations Protection

Property, General Liability
Business Automobile Liability
Workers’ Compensation
Excess Liability (Umbrella)

International Operations Protection

Foreign Owned Locations
Foreign Liability/Contracts
Foreign Voluntary Workers’ Compensation
Business Travel Accident
OCONUS Contracts Coverage
Defense Base Act (DBA) Coverage

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
Pet Insurance

Corporate & Executive Client Services

Policy Design & Renewal
Compliance Support & Regulatory Guidance
Risk Analysis Technology & Loss Control Services
Claims Analytics & Management
Underwriting Negotiations
Business Continuity/Disaster Recovery Planning
Coverage & Financial Benchmarks
Corporate Health & Benefits Consulting
Executive & VIP Services
Additional Professional Services
Ongoing Educational Initiatives & Resources
Human Life Value Consulting

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.


Compliance Consulting

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 assessment, 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 review, 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

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What our Guests
are Saying

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.