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.
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.