PROPERTY & CASUALTY / RISK MANAGEMENT CONSULTING

Our Clients engage us for a variety of insurance and risk-management related services, including:

  • Insurance coverage analysis and assessment: one time, annual, or project-specific

  • Insurance program type feasibility: contemplating or shifting to “guaranteed cost”, “loss sensitive”, “high deductible”, “captive”, “self insured” models

  • Broker fit and capabilities assessment

  • Insurance carrier fit and capabilities assessment

  • Broker/Agent RFI and RFP engagement & oversight

  • Workers’ Compensation-specific analysis: examining and assessing rates, class codes, loss activity & trends, etc.

  • Insured exposure and peril assessment

  • Merger and/or acquisition due diligence: including reviewing and assessing the hard and soft costs associated with premium spend, collateral, open lines of credit, immediate and longer-term expenses, insurance policy closure (tails), etc.

  • Exposure-specific analysis: including environmental / pollution due diligence and accompanying insurance product feasibility

Client Onboarding Process

Click the image to enlarge the diagram.

“Dealing with insurance is frankly the worst and most intimidating item I deal with as a president. I am sure the insurance companies know this as well. I urge anyone to include Phoenix Risk Advisors in just one meeting with your insurance carrier. It is remarkable how cordial and accommodating my insurance carriers are now that they are on my side. Phoenix Risk Advisors is good for our company, good for our bottom line and makes me look good as president.”
Doug W., President of Maryland-based Lumber Company