For us, it’s always personal.
Our Approach
Our work most often begins on an informal and gratis basis. We begin by inquiring what’s important to your organization and family and how we can most effectively help moving forward. Once we determine and agree upon a work scope, we make an information request for various documents such as a lease, important client contract, home inspection report, insurance policies, building updates and protection features, appraisals, etc.
Upon receipt of the requested information, we review, analyze, and summarize what’s been provided into a user-friendly, working document that we call a Risk Diligence Report. This bespoke report aggregates a lot of important risk management and insurance related information.
-
We begin each client relationship with a 1 to 2 hour meeting to understand your current infrastructure and vision for the future. We use this time to determine if we are mutually a good fit. If not, our advisors can often point you in the right direction.
-
This is where R:SK Advisory does the heavy lifting, so you can focus on your business or family. We’ll pore through any current policies and other requested documents to fully assess your business risks over the next 1-2 weeks. Once complete, we’ll present you with your R:SK Coverage Summary, which summarizes your policies cleanly and concisely against your business or family needs, often uncovering gaps or excess coverage. Together, we’ll discuss your policies and make recommendations to make your coverage more closely align with your unique situation.
-
As an independent advisory, we work with hundreds of insurance carriers. We’ll present your package to multiple well-suited carriers to find the best coverage for the lowest cost. We typically present clients with the best three options, and help them weigh the proposals against business goals. Once you’ve selected a carrier, we’ll help you get the paperwork in place quickly.
-
We understand that your needs are constantly changing. Whether it’s a new manufacturing plant or the purchase of a second home, we are your partners in making sure your risks are covered through it all.
