Assess insurance coverage adequacy against the firm's risk profile
Reviews current PI/liability policy terms against the firm's evolving risk profile and recommends coverage adjustments before renewal.
In / outCurrent policy terms + firm risk profile (engagement values, sectors, headcount, IP exposure) → coverage adequacy assessment with recommended adjustments
You might say…
“My insurance was sized for the firm I was two years ago. This is the check that catches that before a claim reveals it.”
What it does
Given current PI/liability policy terms and the firm's evolving work (engagement values, sectors, headcount, IP exposure), reasons through whether coverage limits, exclusions, and types still fit — recommending adjustments before renewal. Used at renewal or when the firm's risk profile materially shifts.
Trigger: Use at renewal or when the firm's engagement values, sectors, headcount, or IP exposure materially shifts.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
Start a conversation