Case Study: Insurance

Tactics

The diagram above shows how specific expertise was used in analyzing, identifying
and quantifying the exposures that can result from this type of business.

Nonprofit Profile

• Multi-Service
• Outpatient and inpatient facilities
• Residential facilities including youths
• Health care operations
• Large automobile schedule

Situation

• Needs adequate medical malpractice for health care professionals
• Client could not find adequate liability limits coverage
• Previous carrier did not provide medical malpractice coverage
• Client suffered poor lost history because of inadequate fleet safety procedures

Solution

• Provided general liability including sexual and physical abuse
• Provided umbrella liability limits for the catastrophic loss
• Established risk management for auto fleet safety which reduced claim
  frequency and severity