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Projects

Case Highlights

Recent programs we structured for clients

These examples illustrate how we combine lines of coverage to solve real-world risk challenges. Identifying details are changed to protect privacy.

Multi-location retail program

Retail chain risk program

Property, GL, and workers comp across twelve locations with centralized certificates.

Tech startup cyber bundle

Startup cyber & E&O bundle

First-party and third-party cyber with D&O for a SaaS platform scaling nationally.

Family estate planning

Family estate life portfolio

Term ladder plus permanent policy funding trust obligations and education goals.

Contractor surety support

Contractor liability uplift

Umbrella and inland marine tools coverage for a growing construction firm.

Group benefits

Employer benefits redesign

Medical, dental, and voluntary life for a 200-employee manufacturer.

High-value home

High-value home placement

Replacement cost dwelling, fine art schedules, and flood endorsement review.