Ongoing service
An advocate in your corner.
Ongoing reviews, certificate management, and claims advocacy — so your coverage keeps pace with your life.
YOUR OFFER
Choose what you need
Certificate Management Service
$99/month
Ongoing management of your COI program. We track expirations, issue renewals on demand, respond
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Most popular
Annual Review Membership
$180/year
A yearly membership that guarantees a scheduled policy review every renewal cycle, priority emai
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Insurance Concierge
$149/month
A premium monthly membership: a dedicated advisor, unlimited policy questions, proactive annual
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Ongoing Claims Advocacy
$249/month
A monthly retainer giving your business standing claims-advocacy support: we manage open claims,
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Add to your order
01
Your situation
So we set the right level of ongoing support.
Memberships are month-to-month, with annual reviews built in to keep coverage current.