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Success Story #1

Not-for-profit – we provide services for a variety of not-for-profit organizations with various operations. Below is an example of various achievements:

  • Conducted a marketing effort of the D&O which resulting in a savings of 45%
  • Able to reduce D&O deductible from $25,000 to $10,000
  • Provided comprehensive D&O comparison by carrier for board review and decision for purchase
  • Discussed and recommended adjustment on property valuation resulting in 10% savings
  • Provided Policy Review Audit on various policies to identify coverage gaps
  • Ongoing risk management services