Simplify Benefit and Insurance Procurement
Optimize insurance decisions with Concertiv's strategic risk management and benefit programs
Tailored Expertise for Industry-Specific Insurance Solutions
Our approach to insurance is deeply rooted in understanding the distinct challenges and nuances of each industry we serve. Specializing in mid-market alternative asset management firms, we leverage our comprehensive expertise to deliver bespoke insurance solutions that are highly relevant and meticulously tailored to address your firm's unique risks. This targeted strategy ensures our clients receive the most pertinent data and insights, empowering them to make well-informed decisions and effectively safeguard their firm and its employers against potential risks.
Concertiv's Insurance Solution Includes:
- Program review and structure analysis
- Policy coverage assessments
- Portfolio company programs
- Peer benchmarking and limit selection
- Broker management and RFPs
- Counterparty risk evaluation
- Contract compliance
Experience the Concertiv Advantage
Leverage our unparalleled market intelligence, deep procurement expertise, expansive vendor network, and Concertiv360™ platform to drive operational efficiencies and proactively manage risk across an ever-changing vendor landscape.
Comprehensive management of executive and professional liability and cybersecurity.
Crafting attractive packages with providers and Professional Employer Organizations to recruit and retain top-tier talent.
Custom solutions designed for private equity and alternative asset managers.
Client-Centric Commitment: Your Interests First
We stand apart from traditional insurance brokers by offering unbiased, third-party analyses tailored to each client's requirements. Our dedication goes beyond typical consultancy; we prioritize understanding and aligning with your unique needs and aspirations. This client-centric approach guarantees that we deliver solutions that are not only optimal but also perfectly suited to help you achieve your specific goals effectively and efficiently.
Insurance Tender, Proposal Review, and Cover Placement
Periodically marketing your firms insurance needs is one of the most effective ways to confirm you have the best coverage for the best price. Concertiv's team will tender the insurance by documenting coverage needs and specifications, manage the request for proposals process, make recommendations, ensure proper placement, and issued insurance policies for accuracy.
Develop Focused, Comprehensive, and Strategic Risk and Benefit Programs
Smart insurance procurement goes beyond just considering price. It's essential to focus on favorable policy language, appropriate counterparty risk, program structure, and strong broker partnerships. This comprehensive approach ensures that your insurance contract is robust and provides the coverage you need when it matters most. Our goal is not to replace your existing brokerage relationships but to help you make smarter purchasing decisions, representing your interests exclusively in a complex and opaque market environment.
Our Customers Say it Best
Hal Rodriquez
Managing Director and Chief Operating Officer
Jamie Davis
Chief Financial Officer
Elliot Attie
Partner and Chief Financial Officer
Featured Case Study: Insurance
A leading global investment banking firm sought a proactive partner with deep industry expertise to handle their business insurance procurement. They selected Concertiv, impressed by its category expertise specific to investment banking insurance, holistic approach, and ability to streamline the broker selection process. Concertiv's meticulous RFP process resulted in significant cost savings, including $68k in brokerage fee savings and $148k in annual insurance premium savings, demonstrating the value of specialized procurement expertise in optimizing vendor relationships while minimizing operational disruptions.
Global Investment Bank Saves $216K by Re-Bidding Business Insurance
