Skill
Assess insurance coverage adequacy against the firm's risk profile
Packaged know-how that tells an agent how to do a job well.
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
Reviews current PI/liability policy terms against the firm's evolving risk profile and recommends coverage adjustments before renewal.
Trigger: Use at renewal or when the firm's engagement values, sectors, headcount, or IP exposure materially shifts.
I/O: Current policy terms + firm risk profile (engagement values, sectors, headcount, IP exposure) → coverage adequacy assessment with recommended adjustments
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