Our Approach
We act exclusively in the interest of the organization. We do not place insurance and we do not receive commissions. Our role is to structure the evaluation process,
assess proposals rigorously, and provide leadership with clear, unbiased recommendations.
What We Do
RFP Strategy & Process Design
Definition of selection objectives and evaluation criteria
Development of structured RFP documentation
Timeline planning and stakeholder coordination
Establishment of measurable scoring frameworks
Data Preparation & Documentation
Organization of loss history and exposure data
Preparation of program summaries and claims narratives
Identification of coverage priorities and risk considerations
Development of submission requirements for consistency
Proposal Evaluation & Analysis
Comparative analysis of coverage structures and wording
Review of broker service models and team capabilities
Assessment of compensation structures and transparency
Scoring matrix development and side-by-side evaluation
Executive & Board Reporting
Clear, decision-ready summary reports
Strategic trade-off analysis
Risk and financial impact considerations
Formal recommendation memoranda
Transition Oversight (If Applicable)
Structured broker transition planning
Accountability framework development
Post-transition performance monitoring
Why It Matters
Without a disciplined selection process, broker appointments may be driven by relationships or market cycles rather than strategic alignment.
Independent RFP advisory ensures:
Transparency in decision-making
Alignment between broker capabilities and enterprise needs
Strengthened governance and accountability
Long-term program stability