Your dedicated client executive.
What your client executive handles
Service that takes work off your team.
Your client executive's job is simple: understand what you need, then make it happen. That means coordinating seamlessly across our brokerage, claims advocacy, sales and accounting teams so you get one clear, coordinated answer.
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Contract review
Contract review that protects your interests.
Any contract that touches your risk exposure, including leases, property management agreements and loan documents, can be reviewed by your client executive to make sure your insurance interests are protected before you sign.
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Certificates & invoicing
Certificates and invoicing, handled.
Renewals, refinancing and acquisitions each come with a wave of certificate and invoicing needs. Your client executive leads the team that manages the process from start to finish, so nothing falls through the cracks when timing matters most.
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Lender coordination
Lender coordination on your behalf.
Insurance reviews by lenders and their consultants are a standard part of most transactions. We work directly with lenders and their teams on your behalf, translating requirements and resolving questions so your team can stay focused on the deal.
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Let’s talk about your risk.
Tell us what you are trying to solve, and our team will help identify the right structure.