Our initial meetings with the CFO of this large nonprofit led to our discovery of several glaring errors and our appointment as their Broker of Record.

Client

Issue

The company was facing substantial coverage deficiencies that made them non-compliant with their largest contract.

Our

Role

We conducted an exhaustive review of their operations and insurance program structure, and our findings uncovered these previously-unrecognized glaring errors.

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The Solution

This discovery resulted in our immediate appointment as Broker of Record.