Services
Defined engagements with documented scope and method
Each service has a stated scope, a structured review method, and a work product intended to be read by people who will act on it.
Agency Operational Review
Insurance agency owners, buyers, and management teams
A structured review of agency governance, workflows, documentation, and professional-liability risk indicators.
Service detailCondominium Insurance Program Review
Condominium boards, managers, and management companies
An independent analysis of an association's insurance program structure, limits, deductibles, exclusions, and valuation posture.
Service detailAnnual Condominium Renewal Review
Associations renewing their insurance program
A yearly, comparative review of renewal terms, changes from expiring coverage, and proposals received.
Service detailLitigation Consulting
Attorneys and legal teams
Consulting support for counsel on insurance-industry process, documentation, and practice questions.
Service detailExpert Analysis and Testimony
Attorneys, insurers, and professional partners
Independent analysis and, where appropriate and accepted, expert testimony on insurance practices.
Service detailInsurance and Risk Dispute Mediation
Insurance agencies, policyholders, property owners, contractors, associations, businesses, attorneys, and insurers
Structured, neutral mediation for insurance-related and insurance-adjacent disputes, designed to help participants pursue practical resolution before costs and disruption escalate.
Service detailEducation and Speaking
Agencies, associations, and professional organizations
Practical education for agency teams, boards, and professional groups on insurance operations and documentation.
Service detail