As a specialised insurance advisory service, we align risk profiles with tailored insurance programs designed by us to maximise cover.
As insurance and risk specialists, we work with McCullough Robertson, extending their advisory services to clients.
Our tailored insurance solutions are bolstered by the benefit of a comprehensive legal analysis conducted by our McCullough Robertson Insurance and Corporate Risk colleagues.
After assessing and reviewing insurable risks, we then design, negotiate and implement insurance programs that work. Our expertise lies in insurance program review and design, negotiation and placement with insurers, program and claim management, and insurance financing solutions.
Importantly, we are not a traditional ‘insurance broker’.
We do not take commission or brokerage from insurance companies. Our fees are completely transparent, negotiated and agreed upfront with clients, and commissions are removed from insurance premiums to reduce costs and government charges.
Our services are best applied to upcoming program renewals, during contract negotiations for business changes or due diligence, for risk and insurance advice, and when cost reduction is desired without compromising cover.
We deliver insurance solutions that maximise returns through our tailored and cost effective insurance programs.
Mid tier accounting firm
Identified and addressed critical coverage gaps in existing program, delivering 110% premium saving and enhanced cover despite adverse claim history.
Restructured global property and liability programs including change of insurer panel while achieving a 45% overall cost of risk reduction.
Whole of account management from single policy review opportunity delivering 128% cost reduction on professional indemnity policy alone.
Transition and management of insurance and risk requirements of significant acquisition, with an average of 95% rating reduction on core policies (contract works / liability / professional indemnity).
ASX-listed software developer
Assisted with the IPO insurance placement (Directors and Officers and Prospectus Liability) and seamless integration with legal due diligence process.
Provided an independent insurance and risk review including commentary and analysis, including $12 billion in assets developed with risk advice provided on a forward $85 billion book of assets.
Reviewed, negotiated and placed a $500 million fund manager’s insurance program, including separate publicly listed investment companies.
Reviewed, negotiated and placed a $420 million property portfolio for a prominent philanthropic family, including management of all aspects of their insurance program.
Provided 20% cost of risk reduction on insurance program (seven figure annual spend) and implemented contract risk management protocols aligned with insurance program.