Risk Management

Risk Assessments

You can’t mitigate risk without first assessing your organization’s risk profile. Our risk assessment process is a simple Q&A with the key stakeholders to obtain a baseline from which to build a risk mitigation plan. By focusing our attention on a few actionable initiatives each year, we can create a risk management plan that impacts the effectiveness of the insurance program while laying the groundwork for cost savings and carrier negotiation leverage in the future. Our risk assessment includes but is not limited to:

  • Safety Management
  • Claims Management
  • Contract/Certificate Review
  • Board Governance
  • Data Privacy
  • Human Resource Practices
  • Finance
  • Compliance

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Did you know risk assessments impact these other areas?

Employment Policies & Procedures

Having the right procedures in place creates alignment within your organization. Clear policies & procedures influence the entire employee experience and will help optimize your business.
Learn More About Policies & Procedures


Did you know that employees with multiple risk factors account for significantly higher workers compensation payments than healthy employees? Workers compensation loss history is used as roadmap for targeted wellness initiatives for your organization.
Learn More About Well-Being

Training & Development

Developing your people to work effectively is an investment in your company as a whole. Training drives a desired organizational culture, improves performance and keeps your employees safe.
Learn More About Training & Development


Technology can deliver substantial value and efficiency. Understanding how it impacts your entire business drives organizational performance.
Learn More About Technology

Eric Halpern, Managing Partner, Risk Management

Working Together For You

We work with our clients in achieving optimal organizational success by ensuring their strategy, culture, and employee experience are aligned. Our team includes individuals in their respective fields – however, the power of our deliverable is not in our great individual expertise, but rather when we work together as one.

Interested in learning more about risk assessments?