Your company’s risk management function
For growing companies taking on new customers, products, and exposures, with no one in-house dedicated to insurance. Big-firm expertise and modern tools, working alongside your broker. Fee-based and independent of insurers.
Who we work with
Technology companies
Cyber and technology E&O, D&O through financing rounds, and the insurance requirements that come with enterprise customers.
Professional services firms
Professional, management, and cyber liability for firms whose services, headcount, or client terms have changed since the program was built.
Private equity and portfolio companies
Insurance due diligence, post-close program integration, and ongoing risk management across the portfolio.
How we work
Experience on every engagement
Every finding and recommendation comes from Mark’s own judgment, built as coverage counsel, a large-account broker at Marsh, and an underwriter at Markel. The work isn’t passed to a junior team.
Technology in service of the work
Our proprietary tools read, compare, and track every policy and contract, which makes a large-account standard of review practical at your size. The judgment stays with an experienced professional.
The client, not the product
Your documents are used for your engagement and nothing else, and are never sold or shared. We take no insurer compensation on any account we advise.
Services
Scope and feesCoverage diagnostic
A fixed-fee review of your full insurance program against current operations and contractual requirements, delivered in three to four weeks.
Renewal management
Your renewal managed end to end alongside your broker, from the strategy meeting through policy review after bind.
Fractional risk management
Your risk management function without the full-time hire: program strategy, renewals, contracts, and claims from first notice through resolution.
For teams building insurance products and internal tools
Corporate risk and legal teams, brokers, carriers, MGAs, and insurtechs: workflow design, domain logic, expert evaluation against real policy forms, working builds, and go-to-market for vendors selling to risk managers, brokers, and carriers.
Every advisory engagement produces a program page
A single, current view of your program, with an executive view for leadership and the board and a detail view covering coverage, cost, retained exposure, prioritized recommendations, and contract compliance.
Start with the program you have
Send your current policies and most recent renewal summary. We’ll reply with the three most important observations and the order to address them, at no charge.
Based in Chicago, working with clients nationwide.