How it works
Simple steps. Clear deliverables. No surprises.
1) Scope & intake
We confirm what you want reviewed, what decisions you’re facing, and what “good” looks like.
- 10–15 minute kickoff
- Document checklist
- Flat-fee quote
2) Review & verification
We perform an independent review using a disciplined, technology-enabled workflow plus human judgment.
- Coverage, exclusions, obligations
- Cost drivers & escalators
- Prioritized findings
3) Report delivery
You receive a concise report designed to support decisions and broker/vendor conversations.
- Executive summary
- Risks & recommendations
- Questions to ask
4) Follow-up call
We walk you through the findings and help you translate them into next steps.
- 30–45 minute review
- Prioritization
- Optional revision after broker replies
Turnaround depends on scope
Typical engagements complete in 5–10 business days once documents are received. Complex renewals or multi-vendor comparisons may take longer.