Broker Review & Selection
Taking a Deeper Look

Our Broker Review and Selection Services take an in-depth look at the current insurance broker relationship and the current insurance program. We uncover each family’s key requirements for a broker and insurance program and once we understand what it takes to meet their needs, we manage the broker selection process from request for proposal through broker selection and policy transition.

Discovery
Our Process

We begin the engagement with discovery. Our discovery process examines the current risk retention and risk transfer tools currently employed by the family. The four components of our discovery process are: interviews with key stakeholders, broker assessment, lifestyle assessment and tangible asset assessment. These components, along with the data collected, provide the information required to assess the current insurance program and the current broker relationship.

Interviews

Our team conducts interviews with all stakeholders to gain a complete picture of the family. Ranging from family office staff to outside vendors, we dive into the details to provide you actionable insights.

Broker Assessment

We explore the current relationships each family has with the agency and team supporting the risk management program. What's working? What isn't? We help build stronger broker relationships.

Lifestyle Risk Assessment

This assessment explores how the individuals and family live, work, and play. These activities contribute to the risk profile of the family and are key components in developing a program.

Tangible Asset Assessment

This assessment reviews personal tangible assets owned, leased, and lent by the individuals and/or legal entities. We expose the hazards and current risk transfer strategy to ensure alignment.

Objective & Deliverables

We explore the current relationships each family has with the agency and team supporting the risk management program. What's working? What isn't? We help build stronger broker relationships.

Why Work With Attenéur?

You want to better understand what you should expect from your broker; you wonder if your current insurance is appropriate; you want to find the right fit for your team.
Resource
Family Office Benchmarking Competitive Study

Get your hands on our approach to our Broker Review & Selection. This resource gives a breakdown of these topics:

  • Interview with Stakeholders
  • Broker Assessment
  • Lifestyle Risk Assessment
  • Tangible Asset Assessment
  • View a draft schedule