When you work with us, we:

  • Educate you, your business peers, and potential members on the benefits and applicability of a Mutual for your industry.
  • Provide a tailored approach to design and establish a Mutual expressly suited to meet all members’ needs. 
  • Bring years of the broad and deep expertise required to successfully manage your Mutual, ensuring that all tasks are performed to allow it to deliver and prosper.  
  • Guide in ensuring your Mutual fully complies with government and regulatory requirements while keeping you up-to-date with best practices.
  • Collect, analyze, and share relevant data with your membership to manage risk effectively.  

Work with Us

A woman sitting at a desk with a cup of coffee.

Why let insurance challenges impede your success and productivity?

Our full-service consulting agency provides extensive services for Mutual creation and management.

When competing in today’s global economy, you need the services of a reliable, highly-qualified, and readily accessible team of professionals. Our comprehensive menu of services ranges from informational one-on-one consultations and group presentations to full design and management of a custom Mutual.

Contact us today for a complimentary consultation so we can better understand your needs and provide a customized proposal.

Consultation

We meet with clients to discuss how the Mutual model would benefit their business.

Presentations

We offer educational presentations to professional organizations, groups of peer businesses, and other groups interested in learning more about how Mutuals can benefit them collectively and individually.

Mutual Design, Deployment, and Management

We work with organizations to build and manage a custom Mutual that meets the needs of their members.