A few business days once we have your documents.
Use it as a second opinion
Many businesses run this before renewal and stay right where they are. You will still know exactly where your program stands, in writing — and your current broker is never notified.
Common questions
What does it cost?
Nothing is attached to the review itself — it is complimentary, with no obligation. If an engagement ever goes beyond it into ongoing advisory work, pricing for that is discussed directly and separately.
Will my current broker find out?
No. The review is confidential. Nothing is filed, and no one is contacted.
Do I have to change brokers?
No. Many businesses use it as a renewal second opinion and stay right where they are. The punch list is yours either way.
What do you need from me?
Your current policy documents — declarations pages at minimum. A sample contract helps too; checking your program against your own contracts is where reviews find the most serious gaps.
Ready when you are
Start your reviewPrefer to talk? Book a call · Policies in hand? Email them to us
Reviews are prepared from the documents provided and are informational in nature. They are not a legal opinion, a coverage determination, or a guarantee of insurability or pricing.
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