Our RiskWell Proven Process
Here's what you can expect when you work with our team.
Our 5-step process delivers effective, efficient results for our clients.
A comprehensive review of your needs and risk exposures. In this quick and easy consultation, we'll cover the four major categories of risks that virtually all of our clients face: P.O.P.E. Your property, your operation, your people and any external threats that are relevant to you.
2. Threat Assessment
Using the information learned during Discovery, our team conducts a deep analysis of the internal and external threats facing you, your business and/or your real estate portfolio. We review all of your current insurance documents, your policies and procedures and any crisis response plans you've already put in place.
We leverage well-established relationships with more than 200 of the absolute best available underwriters and broker partners and find the optimal insurance program solution that is fully customized for your needs. Everything you need, and nothing you don't.
AND... We also build out a list of recommended operational controls that are outside the scope of the insurance industry. A great insurance program is essential, but it's only part of a well-designed risk management program.
We do most of the legwork for you, help you cancel your old program, and communicate with all of your stakeholders to provide updated documents for your new program. Our New Client Welcome onboarding makes sure you have all of the resources you need to get what you want and need from your new program.
5. Active Management
We all know that things change over time. What you needed last year, may not be what you need this year, or next year. Our commitment to you is that you will hear from us proactively at least twice per year. We help you maintain an insurance and risk management program that is current, relevant and optimized for your unique needs as they evolve over time.