For professional partners
Brokers, carriers, auditors, counsel, and fractional CFOs send their clients to us when the renewal, the questionnaire, or the audit letter arrives. We work alongside them, and we keep the relationship they have built.
How we can help a partner's clients
We can take on the whole security program or the parts a partner hands us. We will share the partner’s commitment to what is best for the mutual client and respect the relationship the partner has forged.
Brokers and carriers
Renewal questionnaires answered with evidence. Controls in place before the application arrives.
Auditors and examiners
A record kept current, with each control where it is supposed to be and the evidence that it is.
Counsel and fractional CFOs
Reports written for boards and audits. A named advisor the committee can call.
Making an introduction
A partner who would like to introduce a client may write to one of our offices. We treat any information shared with complete discretion. The partner decides how involved to be in our meetings with the client, and we keep the partner apprised of the client’s decision.
Raleigh: (984) 205-6193
Start the conversation
An introduction is answered within one business day by a named advisor, and held in confidence.