Case Study 1: Commercial Construction Firm
Case Study 1: Commercial Construction Firm Client Profile: Mid-sized general contractor based in Texas, operating across residential and light commercial sectors. Project cycles typically last 4–8 months with cash inflows tied to project milestones. Challenge: The client needed to bind multiple lines of coverage — including general liability, umbrella, and builder’s risk — totaling $350,000 […]
Case Study 2: Real Estate Investment Group
Case Study 2: Real Estate Investment Group Client Profile: Regional real estate operator managing a portfolio of 18 mixed-use buildings across the Northeast, including multifamily and ground-floor retail tenants. Challenge: Annual insurance costs exceeded $800,000, largely due to property (Catastrophe exposure, older construction, and tenant risk profile). The group wanted to consolidate their coverage with […]