CORE360®

• CORE360 Strategic Review with Client

We learn your business to understand your unique risk management needs so you can protect your investments and your people while optimizing your total cost of risk, based on five key components:

1. Stewardship scorecard details how our partnership has impacted your business
2. State of the market update
3. Risk analysis
4. Deliver agreed-upon renewal strategy by cost driver
5. Setting renewal timeline expectations

Every year, we evaluate what has changed and what is anticipated for your business to provide additional renewal recommendations.

• Deliver Go-to-Market Strategy 

We prepare the CORE360 Market Submission Report, providing valuable context about your operations and unique risk profile. Utilizing our deep industry experience, we advocate for you to insurance carriers based on our mutually agreed upon renewal strategy to build the most optimal risk management program for your business.

• Client Receives CORE360 Executive Summary 

We generate a custom executive summary to provide a clear snapshot of your full proposal, highlighting the details of our renewal strategy by cost driver, including key decisions, available options, and our recommendations and reasons.

• CORE360 executive summary and proposal
• Bind policies

• Our Work is Never Finished

Our team looks for every opportunity to challenge our recommendations to improve your program—not just at renewal.

We regularly revisit the evaluation of risk transfer options, finance agreements, claims advocacy, indemnification obligations, and contractual liability to prevent claims and protect your assets.