Insurance & Risk Health check-approach:
1. Risk inventory
Together with you, we inventory your organization’s material risks and which include existing risk mitigation measures.
2. Financial risk appetite
We determine with you the organization’s desired financial risk appetite.
3. Insurance portfolio screening
Based on the previous two steps, we review the insurance portfolio and come up with recommendations to improve coverage or ways to cut costs or make better use of the risk budget.
4. Implementation
At your request, we will implement the recommendations in consultation with your broker or help you find the right broker.
To be clear, SwanAdvisory is not an insurance broker. We provide independent advice that leads to cost savings or better use of current budget.