Technology Company
$2.5M Total Savings, 50:1 ROI
$700M Public Company | 3+ Years
The Challenge
Directors and officers liability insurance costs had climbed to levels that made budget planning and board discussions difficult. Leadership lacked clarity on whether their program reflected current market rates and best practices. They also had no internal insurance expertise and no relationships with carriers. Their program had never been stress-tested or benchmarked.
Our Approach
We conducted a full optimization analysis of deductibles, retentions, coverage limits, and carrier selection. We created a go-to-market strategy to introduce genuine competition, and we facilitated relationship building between the company’s executives and carrier underwriters.
The Results
As a result, the client reduced its premium by over $2 million, a 60 percent decrease in insurance costs. Including broker-fee reductions, total savings exceeded $2.5 million, a 70 percent drop in combined costs. The engagement delivered a 50 to 1 return on consulting fees. Beyond the savings, the client now enjoys strong carrier relationships and ongoing market updates that continues to drive value.
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