The scope includes five steps:
- Gaining an understanding of your exposures, starting with a discussion in your office, and continuing with a review of available information about your people, products/services and facilities.
- Reading every line of each insurance policy to determine whether your insurance agent has inadvertently failed to properly cover insurable exposures – and to determine whether you have accepted any undesirable insurance policy provisions.
- Analyzing your workers compensation and liability loss runs and conferring with you concerning any serious insurance claims.
- Preparing an Insurance Benchmarking Analysis that compares what you are paying for insurance and retained losses to other organizations in your industry and size category and also benchmarking your limits, deductibles and kinds of coverage purchased.
- Reporting our findings and recommendations for improvement – and recommending a strategy for your next renewals.
We have performed this service for most of our customers for a fixed fee of $4,500.