602-463-9127
InForm Risk Advisors
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My Services
Business Insurance Assessment
Slash through the unknowns, the games and the pains of insurance communication and reduce costs of risk.
Independent Risk Assessment
Discover hidden terms and conditions that will provide transparency and align your risk factors to what you needed, not what you were sold.
We evaluate your placement for accuracy, classification codes, exclusions and gaps that can save you money you have earmarked for other business expenses.
Strategizing
Create your own “glamor shot” to portray your risk so that competing brokers (I don’t want to be one of them) all get the same information for you to review.
Quote templates, RFP’s, risk summaries in written format will streamline your placement process, save time and money and the agony of deciphering mismatched proposals.
Claims advocacy
Did you ever come out on the short end of an insurance claim? They use your money but apply their rules. Most brokers navigate the sell, but fall short on high-value advocacy.
We can set up directed dialogue and monitor the process for your business. It’s common for insurance companies to deny, deflate, delay, avoid, and string out settlements. Directed communications can get your claim paid faster and will preserve business relationships with claimants-especially when they are your clients, landlords, contractors.

About Me
Risk Advice you can live with
I began a commercial insurance over four decades ago and retired from brokerage in 2022. My passion was always teaching people how to buy coverage and serve as their advocate in several key areas. You can keep your broker relationship, but I can help you leverage your communication process to save costs and avoid pitfalls. Knowing the rules will remove the pain.
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