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Case Studies Collection

Live Oak Design Group: A real estate developer sheds risk and bolsters coverage with RiskSmart Solutions®
July 2006

To succeed as a real estate developer, you'd better be able to deal with risk. Michael LeValley, principal of Live Oak Design Group, knows this all too well. Of the many risk factors confronting developers, one near the top of LeValley's list was construction risk. To get a handle on that he turned to Charles Wilson of RiskSmart Solutions® (RSS). read more» (download PDF version)

Poly Seal Industries: A new CEO saves money with better coverage and RiskSmart Solutions®
January 2006

For Dan Baker, President and CEO, working in his father's business was a natural. But when it came time to run the operation he was in for a surprise. "I thought I knew everything about Poly Seal", says Baker. "But insurance was something Dad always handled."
read more» (download PDF version)

Royal Trucking: Significant Time and Premium Savings From an Insurance Program Review
February 2005

Before engaging Charles Wilson of RiskSmart Solutions®, we handled our auto insurance by just renewing our policies. It never occurred to us to think about other options. We provided lists and values to the broker and thought our only point of control was the size of our deductible. read more» (download PDF version)

Property Manager Outsources To Get Great Insurance Renewal
September 2004

MAG Management, a major San Francisco bay area property management and construction firm was experiencing great difficulty understanding why their insurance premiums were going through the roof and why their broker didn't seem to be able to do much about it. read more» (download PDF version)

Insurance Policy Archiving Project Protects Construction Firm's Liability
July 2004

For a long time Martin Gaehwiler Jr., President of Gaehwiler Construction, Inc. of San Francisco, wanted to create more organization in the company's extensive insurance files. Marty understood very well that, "in our business we can get a claim or lawsuit many years after the policy was in force."
read more» (download PDF version)