The Process
Go Beyond Insurance
Insurance isn't merely a commodity or a piece of paper—it's the cornerstone of your business or family's stability. Our approach goes beyond traditional insurance, delivering strategic solutions to make your business safer, healthier, and more profitable.
Through our proprietary Athlon Ascend Program™, we identify risk exposures unique to your business, industry, or household. We analyze your Total Cost of Risk (TCOR), addressing both direct and indirect factors impacting profitability, employee retention, efficiency, and organizational culture. Our process includes coverage analysis, policy audits, claims reviews, and loss analyses, pinpointing root causes—not just symptoms.
From there, we create tailored risk management strategies: avoiding, retaining, shifting contractually, minimizing, or insuring risks appropriately. After implementation, we continually monitor your plan, adapting as your needs and market conditions evolve.
Our hands-on approach offers optional confidential employee interviews and actionable insights reported directly to your leadership team. This proactive process enhances your risk profile, securing preferred terms with carriers and underwriters due to our established relationships built on trust and proactive risk management.
Stop bidding out your insurance annually. Instead, partner with a dedicated advisor who understands your industry, navigates the marketplace effectively, and delivers measurable results.
Our mission is clear: we're here to safeguard and strengthen the future of your business and family.

You Deserve More
Learn how our Platinum Risk Review 360™ can help you.
We create the perfect
customized insurance solution for you
Meet our advisors
Dedicated professionals ensuring your peace of mind