Fixed-scope bundles

Complete protection, one bundle.

Personal, business, compliance, or full enterprise risk — choose the bundle matched to what you protect.

YOUR OFFER

Personal Protection Bundle

$525

Everything a household needs to get fully covered: a complete personal coverage audit, a life in

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Most popular

Business Protection Bundle

$1,850

A complete protection package for growing businesses: a commercial insurance consultation, a ful

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Compliance Starter

$325

Get vendor- and client-ready fast: full Certificate of Insurance setup with issuance, a contract

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Benefits Launch Package

$2,200

Stand up a compliant employee benefits and risk program: an employee benefits strategy consultat

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Enterprise Risk Program

$9,500

Our flagship engagement for mid-sized operations: a comprehensive risk management program build,

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First name *

Last name *

Email address *

Company (if applicable)

So we confirm the bundle fits before we begin.

Brief notes about your industry or niche relevant to accounting.

Approximate annual revenue band.

Approximate number of employees.

List addresses to insure (home, rental, etc.).

Describe the result you hope to achieve.