Projects

Projects

Recent Client Success Stories

Corporate tower

Regional Employer Benefits Modernization

Consolidated three legacy medical plans into a single self-funded arrangement with telehealth and mental health parity, reducing administrative overlap while improving employee satisfaction scores.

Office interior

Multi-Location Retail Property Program

Aligned property and business interruption limits across twelve locations, added contingent business income endorsements, and standardized evidence-of-insurance workflows for landlords.

Creative workspace

Family Legacy & Estate Planning Bundle

Coordinated term conversion, irrevocable trust funding, and long-term care riders for a multi-generational household transitioning a family business.