Simplify Benefit and Insurance Procurement

Optimize insurance decisions with Concertiv's strategic risk management and benefit programs

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Take Control of your Insurance Spend

Spend on Risk and Insurance represent a significant portion of operating expenses for investment managers and financial services firms. From business insurance like E&O, Workers Comp, to Employee Benefits, and Transactional Insurance, your firm needs the right insurance and risk insurance.

Concertiv's Insurance Solution Delivers:

  • Improved insurance and benefits coverage at reduced rates
  • Risk assessments and analytics based on peer benchmarks
  • An unbiased and unencumbered view of the insurance marketplace
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Experience the Concertiv Advantage

Leverage our unparalleled market intelligence, deep procurement expertise, expansive vendor network, and Concertiv360™ platform to unlock savings, drive operational efficiencies, and proactively manage risk across an ever-changing vendor landscape.

10% to 20%

Average savings on business insurance

20% to 28%

Average savings on employee health

15% to 20%

Average savings on transactional insurance

Get More From Insurers and Benefit Providers

Insurance and benefits are key to managing business risk as well as employee recruitment and retention. They are also an increasing expense in today’s market. Concertiv works with the broadest array of insurance and benefits providers to meet the specific needs of mid-market financial services firms.

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Develop Focused, Comprehensive, and Strategic Risk and Benefit Programs

In addition to negotiating rates on behalf of our clients each year, Concertiv is able to provide a variety of services including risk and healthcare management assessments and due diligence, insurance and benefit spend assessments, claims management, and compliance management services. This ensures your team has the right information to make the right decisions for your risk and insurance needs.

Insurance Tender, Proposal Review, and Cover Placement

Periodically marketing your firm’s insurance needs is one of the most effective ways to confirm you have the best coverage for the best price. Concertiv’s team will tender the insurance by documenting coverage needs and specifications, manage the request for proposals process and make recommendations and ensure proper placement and issued insurance policies for accuracy.

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Our Customers Say it Best

"Several of us asked Concertiv to build a custom GPO that would meet the needs of investment banks and other professional services firms. We save millions of dollars every year through the GPO, have access to best-of-breed benchmarking, and most importantly have operational advisory assistance from an extraordinarily capable team of professionals that heretofore did not exist – Concertiv is the right hand that every COO and CFO needs."

Hal Rodriquez

Managing Director and Chief Operating Officer

“Concertiv has reduced our spend in a meaningful way and has provided tangible value-add by taking over much of the heavy lifting related to vendor management, including vendor selection, contract renewals and user entitlements.”

Elliot Attie

Partner and Chief Financial Officer

"We went into this thinking, ‘Oh, these are people who do procurement and negotiation day in and day out, so they’ll be able to save us a little bit of money.’ But it’s really been much more than that… they’ve had a huge impact in helping us understand what we’ve bought and how we’re utilizing it."

Jamie Davis

Chief Financial Officer

Featured Case Study: Insurance

A leading global investment banking firm sought a proactive partner with deep industry expertise to handle their business insurance procurement. They selected Concertiv, impressed by its category expertise specific to investment banking insurance, holistic approach, and ability to streamline the broker selection process. Concertiv's meticulous RFP process resulted in significant cost savings, including $68k in brokerage fee savings and $148k in annual insurance premium savings, demonstrating the value of specialized procurement expertise in optimizing vendor relationships while minimizing operational disruptions.


Global Investment Bank Saves $216K by Re-Bidding Business Insurance

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