Project: County Client


As California’s 7th largest county, a program was underwritten to accommodate 4 projects and an estimated project volume of $158M.

Project Scope

Marketing and placement of major insurance lines including

  • General Liability
  • Workers Compensation
  • Excess Liability

Go-to-market on Pollution and Professional Liability insurance

Risk Assessment and Risk Management Services for bidding and pre-construction and on-going Risk

Analysis for the entire program

  • Project Site Logistics
  • Environmental and Hazard Materials Exposures
  • Project constructability Risks
  • Contractual Risk Transfer


Challenge Solution
Competing with larger volume programs for market visibility Collaborative approach and a strategy to develop a comprehensive submission focused on the value proposition and story of the program
Underwriter acceptance and comfort levels Held a series of safety calls to highlight loss control plans and answer any questions regarding approach to safety and loss control
Providing client with a thorough but organized overview of carriers Consolidated findings of numerous carriers with recommendations and a full summary presentation highlighting critical factors for consideration
Unforseen client delays Strong relationship management throughout the delay, constant communication and a final placement that was ready to go


Risk Management
Through a strong, organized program, all project contract documents were aligned, language was clear and all county protocols followed thereby resulting in the first two projects bid without and OCIP protests.

Worked directly with a smaller contractor to meet OCIP Safety Standards through education, training and supervision, resulting in the contractor feeling much more confident in terms of safety.

By sticking with our client through thick and thin, learning about their needs from their perspective and leaning on our expertise and proven track record, this program is now approaching year 2 of operation, working toward the enrollment of a 2nd project ($98M) with no claims reported and project administration running very smoothly.


“Sticking with the Client for the Long-Haul Instills Confidence and Results”


Wrap-UP – 54 Month Rolling OCIP

The client Type

County Client

The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.