Services
Independent review across the documents that drive risk, cost, and obligations.
Insurance Policy Review
Commercial packages, general liability, property, auto, umbrella, workers’ compensation, and specialty lines.
- Coverage gaps & exclusions
- Limits & sublimits
- Endorsements & certificates
Vendor Contract Review
Service agreements, SaaS contracts, maintenance, and procurement terms that create long-tail risk.
- Auto-renewal & termination
- Indemnity & liability caps
- Price escalators & fees
Benefits & HR Document Review
Benefits summaries, broker proposals, renewals, and key plan documents.
- Renewal changes & drivers
- Vendor comparisons
- Actionable negotiation points
Deliverable: Independent Review Report
A concise, decision-oriented report you can share internally and use with brokers and vendors.
Included
- Executive summary (top findings)
- Risks & obligations (prioritized)
- Questions to ask (broker/vendor)
- Recommended next steps
Optional add-ons
- Renewal strategy memo
- Vendor comparison table
- Coverage alignment checklist