Our services

Review the insurance across the entire operation: the property, people, business activities and fiduciary roles. We identify gaps, test whether existing coverage still fits and compare available options with the assignment’s cash needs.

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Professional and Management Liability

Your professional role and the business’s management risks need separate attention.

Explore liability coverage →
Practical questions

Questions to resolve before the next decision

Does my CPA or law firm’s policy cover this appointment?

Start with the insured person or entity, the capacity in which you will act and the policy’s covered services. Review the full form and endorsements. The appointment order and a professional credential do not, by themselves, establish insurance coverage.

Does a trustee or receiver bond replace liability or cyber insurance?

No. Review the bond’s obligation, beneficiary and indemnity terms separately from liability, cyber and crime insurance. A bankruptcy trustee’s statutory bond concerns faithful performance of official duties. Whether a particular loss falls within a bond or policy requires its actual terms and the facts.

Must I replace the existing policies immediately?

The review may support keeping, amending or replacing coverage. First identify urgent notices, cancellation risks, insured-status questions and continuity requirements. A change of adviser does not itself resolve those issues.

When should the insurance file be reopened?

At agreed review dates and before material changes such as vacancy, resumed operations, a management change, a significant asset sale or closure. A renewal date is one checkpoint within the assignment. See how we work →

These are review prompts, not conclusions about a policy we have not examined.

What is the assignment, and what is the deadline?