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Industry focused delivering brokerage and advisory services

Navigating the diverse landscape of the Senior Living industry requires a nuanced understanding of each operators unique risks and exposures. We believe that our focus and investment in this vertical, creates substantial client success. Our teams are experts in their respective fields and have deep experience across the industry. Our approach provides the best team, regardless of location, who are dedicated to serve only this industry and its clients.

Senior Living - Our Services

  • Committed

    Our firm is deeply committed to implementing proactive strategies that resolve risk challenges and generate optimal client outcomes. This commitment is rooted in our extensive industry experience, enabling us to identify and address both established and emerging risks in the Senior Living sector. We are devoted to crafting solutions that ensure the most favorable financial results for our clients. Understanding that the journey requires specialized support and expertise, we remain steadfastly committed to offering guidance at every crucial juncture of the this niched ecosystem. Our unwavering commitment drives us to continuously refine our approaches, staying ahead of industry trends and regulatory changes to provide our clients with the most comprehensive and effective risk management solutions. This level of commitment ensures that our clients can focus on their core mission of providing exceptional outcomes, while we vigilantly safeguard their interests in an ever-evolving risk landscape.



  • Astute

    Our astute approach recognizes that healthcare organizations face multifaceted challenges extending beyond care delivery-related risks. We keenly discern the dual threats of cyber-attacks targeting sensitive resident/patient data and property risks such as natural disasters and infrastructure vulnerabilities. Our astute perspective acknowledges that seemingly ordinary risks take on heightened complexity within the Senior Living sector. This nuanced understanding allows us to anticipate potential issues, identify subtle risk factors, and develop sophisticated strategies tailored to the intricate landscape of healthcare operations. By leveraging our astute insights, we help Senior Living organizations navigate these complex risk terrains with precision and foresight, ensuring comprehensive protection across all vulnerable areas.

  • Innovative

    Innovation stems from our extensive experience and our ability to apply historical insights to emerging challenges. Whether confronting nuclear verdicts, cyber breaches, the increasing criminalization of care, or conventional malpractice exposures, our Team designs meticulously structured programs to address these evolving risks. Our team possesses the expertise, knowledge, and broking acumen to engineer both traditional and alternative risk financing and transfer mechanisms. By innovating your program structure, we enable you to concentrate on your primary mission: delivering outstanding resident care. Our innovative approach transforms complex risk landscapes into manageable frameworks, ensuring your organization remains resilient in the face of Senior Living's ever-changing risk environment.


  • Agile

    Our firm demonstrates agility by recognizing the distinct challenges within the industry. We excel in crafting bespoke insurance solutions that reinforce your operations, ensuring safer and more compliant care delivery. When your risk profile shifts or claims arise, we respond with swift, decisive action to deliver the results you need. Our agile approach allows us to adapt quickly to your evolving needs, providing timely and effective solutions in a dynamic business environment.

  • Reliable

    Reliability is the cornerstone of our operations, influencing pricing, terms, and claim resolutions. Our well-established insurer connections are a key asset, and we actively facilitate meetings between our clients and senior insurer executives to foster long-term partnerships. By engaging insurers through strategic channels, we secure distinctive, advantageous, and industry-leading results. Our robust insurer network becomes an extension of your own professional circle.

Senior Living Insurance Products

Property & Casualty

Our Property and Casualty Practice is more than just a team—we're your dedicated partners in risk management. Think of us as your go-to crew for all things insurance. Whether you're a mid-sized business or a complex enterprise, we've got you covered.


Now, let's talk about the current market—it's tough out there, right? With prices soaring, coverage shrinking, and capacity tightening, it can feel like you're navigating a maze. But here's where we shine: our ability to tell our clients stories has been a game-changer in these challenging times.


Our team? Well, they're not just experts—they're veterans in the field. All that experience? It adds up to better results for you. We're here to make your life easier and your business more secure.

Professional & Cyber Solutions

Let's talk cyber risks—they're like uninvited guests at a party, showing up more often and causing bigger messes for businesses of all sizes. But don't worry, that's where our team comes in. We're like the cyber-savvy friends you want by your side, with experience across various industries. Whether it's privacy breaches, reputation hiccups, business interruptions, system failures, intellectual property issues, or data breaches—we've got your back.


Our Professional and Cyber Solutions Practice? Well, we don't like to brag, but we're kind of a big deal in the cyber industry. We're not just sitting on the sidelines—we're actively involved in forums, keeping our finger on the pulse of regulatory changes, legal happenings, and industry buzz. All of this? It's to make sure your insurance program is top-notch.


And those relationships we've built with underwriters and claims pros? They're not just for show. They help us maximize your protection and keep those financial consequences to a minimum.

Executive Liability

Alright, let's dive into the world of corporate governance—it's like a high-stakes game these days, and directors and executives are feeling the heat more than ever. But don't sweat it, because our senior team has seen it all. Think of them as your seasoned guides through the corporate jungle, navigating everything from mergers to those tricky large exposure claims and even bankruptcies.


Now, when it comes to policies, we're not just negotiating—we're crafting masterpieces that work in your favor. It's like we're tailoring a suit, but instead of fabric, we're using our vast claims knowledge and technical know-how. And during the claims process? We're right there with you, like your trusty sidekick, giving you the confidence to tackle any situation. Our approach? It's strategic, proven, and always keeps the policy tipped in your favor.


But we're not just living in the now—we've got our eyes on the horizon too. We're always watching what carriers are up to today, so we can predict their next move tomorrow.

Employee Benefits

Welcome to our Employee Benefits Practice—think of us as your all-in-one support system for your employee benefit needs. We're not just here to help you tick boxes; we're your partners in achieving your program dreams and corporate goals. It's like having a Swiss Army knife for your benefits program!


Need a strategic guru or a day-to-day wingman? We've got you covered on both fronts. From compliance (yep, we speak legalese) to HR (we're people people), communications (we'll help you spread the word), wellness (because healthy employees are happy employees), actuarial (we crunch numbers so you don't have to), and technology (we're tech-savvy too!)—we're your go-to team.


Got a carrier or vendor giving you a headache? We're your first line of defense. And when it comes to claims issues, consider us your employees' knights in shining armor. We're always ready to go to bat for you and your team.


We're not just about the here and now. We're looking ahead, helping you map out benefit strategies for the long haul. Think of us as your benefit fortune-tellers, bringing fresh ideas that align perfectly with your company's vision.


Worried about those rising healthcare costs eating into your profits? We've got a remedy for that too. We're whizzes at creating sustainable healthcare plans that keep your bottom line healthy.


Now, here's the cherry on top: while we've got the muscle of national reach, we keep things personal with our boutique broker approach. We're flexible, responsive, and service-oriented—because we believe in treating you like a VIP, not just another client.

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