Insurance & Benefits

Simplying the insurance decisions that professional services firms must make

Concertiv Insurance

  • We are our clients' Risk Advocates
  • We guide our clients at each stage of risk
  • We provide an unbiased and unencumbered view of the insurance marketplace
  • We go beyond recommending insurance and conducting risk analytics; we execute

To speak with our Insurance Procurement Experts, schedule a time here.


Concertiv is selective about choosing the broadest array of insurance companies needed to meet the unique and specific insurance needs of professional services firms.

To speak with our Insurance Procurement Experts, set a time here.

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Benefit Providers

Benefits is a sensitive topic within a business. That's why Concertiv works with some of the best benefit providers focused on the unique needs of high-end professional services firms.

To speak with our Benefits Procurement Experts, set a time here.

Insurance Managed Services

Concertiv Insurance Managed Services assist a client to develop focused, comprehensive, and strategic insurance risk management and benefit programs.

Concertiv Managed Services include, but are not limited to

  • Risk & Healthcare Management Assessments and Due Diligence
  • Insurance and Benefit Spend Assessments
  • Insurance, Insurance Brokerage, PEO Tender, Proposal Review, and Placement
  • Claims Management
  • Insurance Compliance Management Services

To learn from our Insurance Experts, set a time here.

Insurance Support

With the support of Concertiv, professional services firms get

  • Anonymous insight and comparisons to peer programs, processes and structures
  • Unbiased market intelligence to ensure optimal decision making

With leveraging Concertiv insurance support, clients are enabled to

  • Improve Insurance and Benefits Coverage
  • Control their overall insurance spend

To learn from our insurance expert, set a time here.

Recent Outcomes

Boutique Investment Bank: Reduced YoY Benefit Spend by $132K while improving benefits and service quality

Private Equity Firm: reduced workers comp premium by 38% through a unique dividend program

To get these outcomes for your insruance, set a time here.

It's simple to get started

Concertiv has dedicated insurance experts supporting you through procuring the right coverages at the right price. To set a time to review the insurance needs unique to your firm, schedule it here.

The information and descriptions contained in this website are provided solely for informational purposes, may change without notice, and are not intended to be complete descriptions of all terms, exclusions, and conditions applicable to every insurance product or service offered by Concertiv, Inc. Concertiv Insurance Brokers, Inc., or its affiliates or insurance carriers. The products and services described on this website may not be available in all states where Concertiv Insurance Brokers, Inc., is licensed as an insurance broker or agent and are subject to all applicable laws and regulations. For the rest of our insurance legal disclaimer, please click here.

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