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A HOLISTIC APPROACH TO RISK TRANSFER

ABOUT US

Advocate Risk Management, LLC is an independent consultancy dedicated to serving corporations and prominent individuals as sophisticated buyers of insurance products. 

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Meet the Team

The professionals, at your service.

We offer a comprehensive range of services aimed at helping corporations and prominent individuals navigate risk.

Our services include implementing top-tier risk management strategies for a diverse group of clients. 

We remove the conflict of interests by working directly for the client. No commissions. No insurance company appointments. No hidden contingent commissions. We do not sell insurance products, we serve as sophisticated buyers of insurance products.

We provide professional advice tailored to each client's unique needs ensuring a holistic approach to risk management.

We take pride in being trusted advisors to our clients, prioritizing collaboration with their broker to gain a full understanding of their specific challenges.  This approach allows us to help design customized insurance and risk management programs that offer robust protection, enabling our clients to focus their attention on their operations and achieve their objectives.

We recognize the uniqueness of each client and are dedicated to delivering personalized, first-class service that addresses each client's specific risk management needs. 

Our consults are respected within the insurance industry for their innovative thinking and risk management strategies.

SERVING COMPLEX & HIGH-VALUE POLICIES

Risk Management Advisory

Your insurance policies should work as hard as you do.

 

We provide the professional oversight that enhances your coverage's effectiveness, filling in the gaps that you might not even know exist.

Services

Insurance Coverage Audit & Consultation

An insurance program audit is crucial to a company's business strategy as it identifies risk exposure and evaluates the adequacy of the company's insurance coverage.  When conducted by skilled professionals, this comprehensive audit reviews all aspects of a business's operations to identify any gaps or redundancies in the insurance program. 

TESTIMONIALS

"I thought I was well-protected until a major claim was denied due to an exclusion I didn’t even know existed. Thanks to Advocate Risk Management, I’m now truly secure."

 Elena Rodriguez 

CFO, LuxePort Holdings

  • Do you sell insurance?
    No, our services are complimentary to your insurance agent or broker, who may only be able to sell you the coverage you ask for. But, what if you don't know what to ask for? That's where Advocate Risk Management LLC comes in.
  • Why do I need additional endorsements on my insurance policy?
    Endorsements can be critical for covering areas your standard policy overlooks. They prevent significant financial losses by filling in coverage gaps that standard policies often leave open.
  • What makes Advocate Risk Management LLC different from my insurance broker?
    While brokers provide policies, we ensure those policies truly cover your risks. Our proactive approach identifies and resolves coverage issues before they result in costly claims.
  • Who benefits most from your services?
    If you’re a high-net-worth individual, involved in corporate governance, or in charge of risk for your company, you’ll find our services not just beneficial but essential.
  • How do I start with Advocate Risk Management LLC?
    Taking the first step is easy: scroll below and fill out our contact form. We’ll review your current coverage and recommend enhancements to secure your financial well-being.
Image by Owen Michael Grech
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Start Your Journey to
Better Coverage

Don’t wait for a claim to discover you’re underinsured or vulnerable to exclusions. Fill out the form below to schedule your insurance coverage audit and consultation.

Let us help you secure the robust protection you deserve, ensuring that when the unexpected happens, you’re ready.

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3213 Olde Hickory Trail, Green Bay, WI 54313

(414) 841-6462

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