Rethinking insurance to provide savings solutions for business.
We design, build and implement risk management and insurance solutions to save our clients time and money.
We’re forward-planners and strategic thinkers. We’re tenacious and accountable, deeply committed to doing the right thing for the right reason and fighting our client’s corner. We go all the way. We’re personal and we speak plainly but we are also well-versed in the language of specialists.
Discover
Overview
We've built a team that is focused, curious, and creative. Digging deep into the details while keeping it simple, we challenge convention where others will not. Offering a range of services for the real estate and construction industry, we differentiate with a unique approach to be your trusted advisor and make the insurance buying process (yes) fun. Let us show you how.
Services
Risk Management
Consulting
Insurance Brokerage
Premium Allocations
Lender Negotiations
Contract Reviews
Due Diligence
Claims Management
Loss Control
Reshaping the future
of insurance.
High Stakes
High Winds
Written by Lisa Holt
Illustrated by Dan Misdea
What makes us different? We share the same goals as our clients – to purchase as little insurance as possible.
We love to see the pieces seamlessly fit together so we notice the details. We apply common-sense and technical expertise, spending time on the things no one else can. Empowering our buyers to stay in control of their program and turn variable risks into strategic decisions.
Our founder
Lisa Holt
Head Chief
Lisa Holt was born in Buenos Aires, Argentina, and moved to Sunny South Florida in early childhood. Starting her insurance career with one of the world's largest insurance brokerages, she has established a track record of producing the most competitive results through the most challenging insurance markets.
Taking pride in everything she does, doing what she says she will do, and creating transparency around insurance are some of the founding principles that led her to start her own firm in 2021. Ivy grows a way of doing business that is often lacking in the industry while demonstrating how risk management should work for your business. She cares deeply about doing the best possible job no matter how big or small and this passion translates into an excitement that elevates the ordinary into the extraordinary.