Smart savings start with exceptional insights, not biased brokerage advice that receives commissions.
Total Savings Identified
Using the PolicySmart™ platform and our proprietary database, we've helped clients uncover over $130 million in unnecessary insurance costs. These savings come from greater market access, streamlining policy provisions, and delivering savings directly to you, the client.
Global Broker & Vendor Network
Our proprietary database features more than 13,000 broker and vendor experts across 120 countries, enabling us to connect clients with specialized brokers.
Match Success Rate
With a 95% success rate, our data-driven approach consistently connects organizations with the best brokers and carriers. We focus on optimizing cost, coverage, and expertise, ensuring you get the protection you need without unnecessary expenses.
How It Works: Smarter, Faster, Confidential
Confidential Review
You register. We gather a few data points: rates, deductibles, and limits. Then our system confidentially compares your current coverage against peer benchmarks in real time using our proprietary database. You only pay if we save you money.
Full-Service Execution
From initial operations surveys to bid specifications, vendor matching, proposal management, and final report delivery, we manage every detail for you. With minimal effort required on your part, we ensure maximum clarity, control, and cost savings throughout the process.
Strategy for Decision Makers
We offer your executive team a detailed analysis highlighting areas of overspending, opportunities for improved coverage, and strategies for navigating the market more effectively. Upon your approval, we will formalize our partnership and begin implementing the plan.