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Risk Managers Referrals

As a risk management professional, you know the value of expertise. When your clients are faced with an insurance claim, providing a professional referral is often the best thing you can do to help them negotiate a robust, fast settlement.

Filing an insurance claim is complex and time-consuming, filled with roadblocks and challenges that the average person cannot anticipate. As public adjusters, we take a proactive approach – evaluating policies and documenting damages for seamless resolution.


Our business is simple. We know the ins and outs of insurance policies and how to provide insurance companies with the information that they need to get our clients what they are owed. Our team exclusively represents policyholders and we will manage the negotiations to reach a fair settlement for your client.


The process begins by reviewing the client’s insurance policy. At that time, we take any appropriate steps to ensure that we comply with the reporting requirements outlined in the policy. If we’re dealing with a commercial claim, we’ll consult with you and our shared client to establish a timeline for returning the business to normal operations.

We’ve managed hundreds of claims throughout Southern California, and we’ll leverage that expertise in order to prepare a comprehensive, documented recovery estimate. We thoroughly investigate the property to determine if inventory was lost or damaged. Additionally, we’ll take on the responsibility of coordinating inspections and meetings with the representatives of the insurance company. (Between corporate adjusters, forensic accountants, and restoration professionals – this can be a very time-consuming task.)

Finally, after carefully reviewing the documentation with our shared client, we’ll submit the itemized claim package on their behalf and begin the negotiations. We believe that policyholders deserve the maximum settlement that they are entitled to under their policy, and we will fiercely advocate for each client to ensure that they receive a fast and fair payout.