Rethinking Insurance.
ABOUT
What makes us different? We share the same goals as our clients – to purchase as little insurance as possible.
Empowering our buyers to stay in control of their program, so variable risks become strategic decisions.
COLLABORATION
We partner with leading global brokerages to further enhance the Ivy experience and handle the most complex risks.
Our unique model delivers superior service, so business is done without barriers.
RISK EXPERTISE
National and Global
Real Estate Property Portfolios
Escrow
Deposit and
Surety Bonds
Mixed-Use
Development Projects
Public Private Partnerships (P3s)
BY THE NUMBERS
Construction
Values
DOING BUSINESS GLOBALLY
NOTABLE WORKS
Our mission is to redefine a misunderstood industry as a valuable strategic asset.
NOT YOUR TYPICAL BIO
When I launched Ivy Risk, I wrote a series of funny stories to introduce the real me. Painfully crafted pre-ChatGPT, and proudly brought to life by an illustrator from the New Yorker.
A series of true (and ridiculous) short stories about how Lisa Holt became…Lisa Holt
Written by Lisa Holt
Illustrated by Dan Misdea
How I Accidentally Became an Insurance Person
It was 2015, and Lisa was deep into what she thought was a normal advertising sales cycle with an insurance executive she’d been prospecting for nearly a year. He asked more questions than any buyer she’d ever met. The kind of questions that should’ve been a red flag…
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Ivy Risk is a Woman and Minority-Owned Business
Making a difference
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Working with Lisa has been a wonderful experience. She has done tremendous work on our portfolio, is always responsive, and helps us understand the market. I highly recommend her to anyone - you will love working with her and the results you will see.
Clint Rogers, CEO
Dimension Properties
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From development deals to multi-asset national portfolios, Lisa delivers every time.
Carl Klepper & Bobby D’ Angelo, Vice President
Compson Associates
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It was such a pleasure to find an insurance agent who is knowledgeable, timely, diligent, and professional. Lisa is extremely hard-working and resourceful, and was able to save our company hundreds of thousands of dollars.
Michael Koven, CFO
Allied Universal
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Lisa is a miracle worker. She pulled off a task literally no one thought was possible and saved a deal. You're in good hands!
Larry Pecan, Deputy General Council
Two Roads Development
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Lisa has been a game changer. In today's market where insurance costs are quietly killing deals, Lisa comes with clarity, creativity, and deep expertise. She doesn't just quote. She gets under the hood of the deal and finds ways to solve for risk without blowing the budget. She's smart, responsive, and deeply committed - exactly the kind of partner you want in your corner.
Ellen Buckley, Founder & CEO
PROSPERA Real Estate Collective
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Where other brokers failed to deliver, Lisa was able to secure coverage with multiple options, and in record time.
Diana Guede
Cymbal DLT
Our Founder
Lisa Holt
Founder
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.