Co-managed by your PEO wholesaler & a specialist P&C agency
A dedicated P&C risk desk built for PEO clients and their brokers. Faster COIs, smarter coverage fit, and claims advocacy that plays nice with your PEO.
We complement your PEO—covering the lines and limits it doesn’t fully address, without disrupting what works.
Close coverage gaps, stabilize your mod, and simplify certificates and claims—while keeping your PEO relationship intact.
Stay the primary advisor while adding a turnkey P&C desk—no in-house build required.
Workers’ Comp (inside/outside PEO), GL, Property/CPP, BOP, Auto/HNOA, Umbrella/Excess, Cyber, EPLI (gap‑fill), Tech/Prof E&O, D&O, Crime
Builders Risk & Inland Marine (contractors), Cargo/MTC (logistics), Liquor (hospitality)
We read your PEO agreement and map what’s not covered, then close it with purpose‑built placements.
Options beyond price—limits, endorsements, and claims trends that reduce total risk cost.
Clean submissions quoted in 48–72 business hours; standard COIs turned the same day.
Share ACORDs, loss runs (3–5 yrs), and your PEO agreement. We confirm scope, appetite, and timeline.
Good/Better/Best proposals with a TCOR view and contract compliance checks.
COI automation, claims setup, and quarterly stewardship to keep trends moving the right way.
Added HNOA + $5M umbrella; COI turnaround < 4h; won GC contract.
EPLI gap‑fill + cyber; reduced uncovered wage‑hour risk; claim triage playbook in place.
Fleet safety tune‑up + telematics starter; mod trend stabilized over 12 months.
No—we complement it, covering what the PEO doesn’t with dedicated P&C placements and service.
Yes, where appropriate and advantageous, we can evaluate and place WC outside the PEO arrangement.
Licensed‑producer revenue share or compliant flat intro fees (varies by state). We’ll confirm on intake.
Contractors, logistics, healthcare, light manufacturing, hospitality, and tech/professional services.
List your active states here; licensing and appointments are confirmed as part of onboarding.
Choose the path that fits. We’ll confirm details within one business day.
We keep data secure. Licensing and compensation follow state regulations; disclosures provided as needed.