Your Discovery call is designed to help you and our team quickly determine if your needs and expectations are aligned with RiskWell's capabilities and business focus. Plan for about 15 minutes on a phone or Zoom call, and potentially more if more time is needed.
Our entire way of doing business is designed to attract people and companies who prefer to make business decisions based on value, quality advice and overall experience. Our Engagement Process is a commitment for exclusive representation for our clients' insurance and risk management needs.
The total time varies considerably based on the size, complexity and individual qualities of a client's needs. Most of our clients spend 2-4 weeks working with us from the initial Discovery call to the execution of your new RiskWell Program.
Our team believes that a quality relationship with your insurance and risk management advisor should not be centered around the purchase and annual renewal of a policy. During the first three years of your RiskWell program, plan to engage with us quarterly for brief check-in conversations to ensure the best possible advice and solutions are being delivered.
We appreciate that cost is important to everyone. Your RiskWell program will always be cost-effective and cost-efficient. However, your RiskWell advisor makes decisions based on deliver the right solutions and advice to meet your needs. We don't cut corners to get you a specific price, at the expense of being covered correctly.
Let's Have A Conversation
Schedule your Discovery Call below. We'll get acquainted and work to understand your needs and preferences. Then, we'll build a custom program that protects you, your business, your family, and your livelihood.