Portfolio
A representative sample across the industries we know cold. Names withheld out of respect for the relationships — references gladly furnished on request.
Hospitality Group
A multi-property restaurant group came to us mid-renewal. We rebuilt the underwriting narrative, ran the math on partial self-funding, and negotiated a level-funded structure that saved seven figures over three years.
Dental Practice Network
Twelve locations, thirteen overlapping policies, no coordination. We consolidated coverage onto a single specialty platform with one renewal date, one certificate process, and meaningful loss-control credits.
Family-Owned Manufacturer
A 220-employee manufacturer was bleeding on workers' comp experience modifier. We rebuilt the loss-control program, partnered with the carrier on weekly claim reviews, and brought the mod under unity inside two policy years.
Mid-Market Tech Company
Carrier markets had hardened. We mapped the client's actual cyber posture, prioritized the three controls that mattered most for underwriting, and walked into renewal with evidence — not promises.
Healthcare Operator
A 400-life healthcare operator wanted control without exposure. We modeled three years of claims, structured stop-loss with no laser, and built a member-advocacy layer that took the call burden off HR.
Union Group Program
We spent three years cultivating the underwriting relationships and loss data necessary to launch a niche union group program. Today it serves multiple locals with stable pricing and predictable renewals.
References on request
Tell us your industry. We'll connect you with someone who's lived the same renewal you are about to.
