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Scope of Risk Management and Brokerage Services

  • Risk analysis — an evaluation of all client operations, risk control programs, safety and training programs and crisis management.
  • Review of current exposures in Property, Liability, Workers’ Compensation and related insurance covers.
  • Analysis of accident/injury review process.
  • Review of historical loss experience.
  • Evaluation of risk financing options, including loss sensitive and retention levels.
  • Insurance program review, including workers’ compensation mod worksheets.
  • Preparation of specifications for carrier submissions.
  • Carrier evaluation and bid analysis.
  • Same day Certificates of Insurance.
  • Quarterly claim reviews.
  • Risk management program development assistance.
  • On-going service support.
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