Risk Management Services
Insurance Placement
Development of Insurance Program Strategy and Budget
- Coverages
- Limits
- Retentions
- Terms & Conditions
- Renewal submissions based on client-provided information
- Renewal presentations
- Review and recommendation of insurance options
- Review of policies
- Documentation follow-up
Broker Service Reviews
- Review of Broker Service Agreements (BSAs)
- Broker RFP packages
- Review of Client’s Broker strategy
Contracts
- Review of Client’s contract templates to identify risk management issues
- Review of Client’s contracts for insurance compliance
- Review of Certificates of Insurance (COIs) for contract compliance
Claims Management
- Work on behalf of Client with Broker on claim submittals and claims adjusting
- Development of Claim Settlement Strategy
- Work with Client Representatives to identify and collect claim support documentation
- Meet with adjusters at field locations to support claim development
- Prepare Proof of Loss documents
- Work with Client’s Legal team on policy coverage and claim litigation
Risk Engineering
- If applicable, attend Underwriter Risk Engineering insurance surveys
- Evaluate survey recommendations and propose solutions
- Risk Management & Insurance Education
- In-house training on risk management & insurance concepts tailored to Client needs
Crisis Management & Emergency Response
- Insurance implications to a loss
- Claims notification
CONTACT US
1006 Louise St, Houston, TX
77009
USA
Dave.Gresko@srmsllc.com+1 832-293-3794