Coverage diagnostic
Fixed fee. Three to four weeks.
Full program review and analysis, built on standards developed over two decades in insurance. A clear picture of what the program covers, where the gaps are, and what to fix first.
When to call
- An independent assessment of the program for strategic, management, or board purposes
- Launching a new product, service line, or market
- Customer contracts with insurance requirements nobody has reviewed for compliance
- A first CFO or GC hire, a financing, an acquisition, or diligence
- A claim, a denial, or an incident
- A renewal increase nobody explained
What you get
See a sample program pageEvery policy, form, and endorsement reviewed as one program, including how the lines interact, where they overlap, and where the gaps are. Delivered as a program page with two views.
Executive view
Top-line flags and priorities for leadership and the board.
Detail view
- Coverage schematic
- Premium and total cost of risk
- Retained versus transferred risk
- Findings, impact, and recommendations
- Contract compliance
How it works
Three to four weeks-
Kickoff
Operations, contracts, and the current program. Policies and contracts requested.
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Review
Coverage review, gap analysis, and contract compliance across every line. Every finding and recommendation comes from Mark’s own judgment and experience, not just what the software flags.
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Delivery
Program page and findings walkthrough, with your broker if you’d like.
Fixed fee
Credited in full toward renewal management or fractional risk management.
Scope and fee are confirmed in writing before work begins. Your documents are used for your engagement and nothing else.
Getting started
Thirty minutes on your operations, contracts, and current program. No charge.