After receiving a declination on a $110k Boiler and Machinery claim, Lisa advocated on our behalf and had it overturned and paid in full.

Tate G. – Real Estate/Property Owner 

Lisa uncovered costs in our GMP contract resulting in 1% of our total construction values that were unknowingly gong to the GC and negotiated directly to recover the savings.

Daniel B., Real Estate Developer

 

After 4 years of an unpaid complex claim, Lisa was able to get over $1M closed out within 9 months of being hired as our exclusive broker.

Joel A., Real Estate Developer

Making a switch after 10 years with the same broker, we received a 15% decrease in our overall premium while staying with the same insurance carrier.

Paul P., Real Estate Owner

While premiums were typically most competitive when keeping our company portfolio combined with our old broker, Lisa was still able to produce savings with one single entity - we then made the decision to transfer our entire portfolio and with excellent results.

Bill R. - Private Equity Investor

Lisa guided our business to invest in additional coverage that had a claim 5 months after being put in place, protecting us from a 6-figure loss.

Scott G., Manufacturer/Distributor

"Lisa successfully negotiated unnecessary lender coverage requirements to save our project over $60K in premium."

Antonio A., Real Estate Developer