Risk Management Audit - utilizes a variety of techniques to identify, measure and reduce risk while enhancing an organization's performance.

Property Audit - inspection done with the Trusted Advisor, Client and carrier to look for ways to safeguard the Client's property from future claims.

Stewardship Report - A mid-year report that outlines for the client how their year is progressing in terms of claims, service activity, self –insured exposures, and a review of the over plan set up between the Trusted Advisor and the Client.

Premium Loss Analysis – Part of the Stewardship Report that creates a Premium to Claims loss ratio. Allows the Client to see what their premium paid is in relationship to the amount the carrier has paid out in claims.