Assess current coverage against practice risk
Reviews current policies against the actual shape of the practice — engagement types, client size, liability exposure — and identifies where coverage is thin, excessive, or missing before renewal.
In / outCurrent policy details + practice risk profile → gaps, over-coverage, and missing coverages identified
You might say…
“I always renewed on autopilot and only realised the policy didn't fit my work after someone explained what it actually covered.”
What it does
Reviews the advisor's current policies (professional indemnity, public liability, income protection) against the actual shape of the practice — engagement types, client size, liability exposure — and reasons where coverage is thin, excessive, or missing. Used to decide what the renewal actually needs to cover.
Trigger: Use ahead of an insurance renewal or after a significant practice change to decide what the policy actually needs to cover.
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The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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