Insurance Retail Brokers and Agents

A retail broker is a firm that sells business-to-business or business-to-individual. At Fortify Risk Management, we focus primarily on insurance brokerage involved in business-to-business transactions. Proactive brokers who are concerned about high client retention and satisfaction results will naturally seek out and partner with strong risk management groups. This is because they work in a space where their overall book of business (clients) is graded on profitability to underwriters. Fortify Risk Management can help with the Risk Management side of things, in the following ways:

• Sales Process Development & Coaching on leading with Risk Management (see flyer here for more details)

• Partnership Opportunity – This process involved some joint marketing and complementary offerings to your clients. Apply here: [button] This program reinforces your brand and expands your “C-Suite Wallet Share” per client.

• In-house Corporate Fractional Chief Risk Officer (CRO) and Fractional Safety Director (SD) Services.

• Interactive Risk Management Training Experiences, like behavioral micro-learnings and threat simulators.

• Client Risk Assessments & Risk Reduction Reviews

• Underwriting-level Risk Analysis using root cause and other tools.

• Client non-legal Contract Reviews and Contract to Coverage Comparisons

• Independent Party Services for Broker Selection and/or Insurance Program Review

Our goal is to partner, not compete, with progressive brokerages. We target professionals who realize that tackling risk management issues from an outsourced “team of experts” approach can fundamentally change how you present your insurance submissions, retain your clients, and exponentially grow in a crowded marketplace. Bringing in fractional CROs and SDs allows your firm to focus on other areas of the client relationship and increases referral activity.