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Partner Firms


Our risk management and human capital services are provided by a partnership of specialized firms that offer a wide array of products and capabilities that produce best-in-class, cost-effective, measurable results. Our partner firms are leaders in their respective fields including alternative risk finance, loss control, claim cost containment, actuarial, cyber risk, insurance archaeology, environmental, executive risk, reputation risk, ERM and more.  Scroll down to view partner firm descriptions sorted alphabetically or hover over the company name for primary service area key.



North Shore Risk
Risk Logic
Shelter Island Risk
Partner Firm Descriptions (A-Z)

Alternative Risk Finance: Employee Benefits, Strategic Captive Utilization


American Benefits Consulting (ABC) works with employers to reduce the costs associated with their employee benefit programs while attracting and retaining the best employees. ABC has deep expertise in plan design, administration and communication, in addition to underwriting and actuarial science.  ABC is a leader in utilizing captives to fund employee benefits and they specialize in helping clients achieve cost efficiencies; design new programs; create favorable financial arrangements with carriers; and understand the impact of strategic recommendations or program changes.


Many Fortune 500 Companies have established captive insurance subsidiaries to manage and reduce the cost of insurance. Current IRS regulations require that a captive maintain a significant amount of unrelated third party premium to realize maximum tax advantages. ABC has substantial experience assisting clients expand the captive’s risk portfolio with certain employee benefit coverages to maximize unrelated third party insurance, thereby maximizing the financial advantage of the captive.


ABC also brings vast experience in captive reinsurance and the structuring and ongoing operation of reinsurance arrangements covering premiums from employee benefit plans. ABC, with its deep expertise in group insurance, voluntary benefits, technology & administration, is ideally positioned to partner with Fortune 500 clients to design and implement benefit plans within the context of their existing alternative risk vehicle(s), allowing for maximum financial benefit to the captive, employees and the parent company.   



  • Alternative Risk Finance & Captive Reinsurance

  • Benefits Communication & Support

  • Benefits Technology

  • Executive Life & Disability

  • Group Insurance Consulting

  • International/Expat Benefits

  • Plan Administration

  • Plan Design & Implementation

  • Vendor Management

  • Voluntary Benefits


Specialty Services: Flood Risk Evaluation, Elevation Certificates, Premium Reduction


AmeriFlood Solutions, Inc. (AFSI) is a privately owned real estate risk management company formed in 2011 to assist commercial and residential property owners, their respective insurance agents and brokers, evaluate the true exposure of structures located in the Special Flood Hazard Area (SFHA) in order to increase and protect the value of the real estate holding.

AmeriFlood's services offer property owners a risk-free opportunity to reduce flood insurance costs, improve coverage, increase asset values and proactively manage flood risk, including mitigation efforts, to prevent uninsured losses.

In every community across this great nation, there is diversity in landscapes and land uses, weather patterns, and flood risk. If you own, lease, manage or represent commercial or residential property owners subject to National Flood Insurance Program (NFIP) requirements, protect the investment, improve the bottom line and be proactive about the level of risk. AmeriFlood Solutions, Inc. can educate your company to do just that and is trusted by leading real estate investment firms, real estate developers, financial institutions, insurance agencies, brokers and risk managers to verify the accuracy of lender imposed coverage.

Recent flood insurance relief legislation, for the most part, ignores the interests of commercial property owners. Those owners subject to NFIP requirements will pay a hefty price without a program of due diligence to ensure premiums are actuarially justified while the terms and conditions of loan requirements are met. With more than 30 collective years in the flood risk management industry, AFSI’s specialized knowledge delivers a competitive advantage in the assessment of flood risk and the allocation of insurance expenses. AFSI does not sell insurance or insurance products. AFSI evaluates flood risk and exposures 365 days a year and believes that every property owner has a right to an accurate flood zone designation because, simply stated, not all flood risk is equal.

O: 561-922-9735  

  • Elevation Certificates

  • Flood Risk Evaluation

  • Flood Risk Management

  • Premium Reduction

  • Training & Flood Practice Partnership Program



Specialty Services: Actuarial Consulting, Captives & Self-Insurance, Litigation Support

Actuarial & Technical Solutions is an actuarial consulting firm with expertise in workers compensation and other property and casualty lines, such as general liability and commercial auto.  The firm takes pride in the long-term relationships it has developed with a diverse group of clients, which range from small self-insureds to Fortune 500 organizations. Their staff of actuaries and risk management professionals is small enough to provide exceptionally personalized service to each client, yet large enough to handle complex assignments under tight time frames. The team is friendly, professional, and committed to meeting each client's needs by doing quality work in a cost-efficient manner.

Actuarial Solutions has a strong reputation of communicating effectively, in writing and verbally, and can explain complicated technical issues to both technical and non-technical personnel. Clients often remark on the clarity and attention to detail in written reports, and the informative nature of live presentations. Each project is tailored to the needs of the client and each analysis is approached without bias toward a particular result.

Since its founding in 1990, Actuarial Solutions has undertaken a wide variety of actuarial projects. Most first-time clients seek their services based on referrals from other clients. For many engagements, the firm does not require a retainer and does not ask for payment until the project is completed to the client's satisfaction. Actuarial Solutions is able to do this only because of their confidence in their ability to deliver actuarial work of the highest quality in a way that is understandable and useful to the client.

O: 631-471-8655

F: 631-471-9404 


  • Actuarial Consulting

  • Captive Feasibility

  • Expert Testimony

  • Funding Level Determinations & Allocations

  • GASB10 & GASB30 Compliance

  • Loss Reserve Analysis

  • Pro forma Financial Statements

  • Prospective Loss Forecasting

  • Reinsurance Consulting

  • Self-Insurance Feasibility Studies

  • Statement of Actuarial Opinion

Actuarial Solutions
Apetrop USA

Specialty Services: Reinsurance Archaeology, Runoff Liability Transfer & Closure


As commercial insurers, single-parent and group captives look to restructure their risk portfolios, many remain saddled with long-tail liabilities that affect their financial ratings and limit their strategic opportunities for growth and diversification. Apetrop USA offers innovative solutions for insurers to transfer long-tail liabilities and achieve full and final closure. They also provide reinsurance archaeology to help captives and commercial insurers obtain recoveries under policies they either overlooked or mistakenly assumed coverage was exhausted or expired. 

Established in 2010, Apetrop USA helps clients achieve full financial and legal closure on extended claims liability, as well as collect reinsurance through reinsurance archaeology and audits. They also provides an array of services to captive insurers, including risk assessment, formation, management, restructuring and closure. The firm reviews, analyzes and advises clients on potential avenues for management, closure or outsourcing their portfolios and can introduce acquisition capital for portfolios of $100,000 to $1 billion in outstanding liability per transaction. The company traces its origins to London-based ApetropUK, which began operations in 2000, and shares the identical business model.

O: 603-933-3722  

  • Runoff Liability Transfer & Closure

  • Captive Structure & Formation

  • Reinsurance Collections & Audits

  • Commutation


Loss Control, Environmental, Health & Safety:  Environmental Services, Program Design


ARMR.Network, LLC is a specialty wholesale environmental insurance brokerage firm with experience and qualifications in environmental insurance that are unequalled. ARMR professionals are major content contributors to the chapters in the CPCU, ARM and IRMI text books on environmental insurance and are also the major content contributors to the chapter on environmental professional liability loss prevention for the Independent Insurance Agents and Brokers of America. ARMR.Network, LLC personnel have been engaged by the US EPA, the US Army Corps of Engineers, the US Justice Department, and the World Bank in London as environmental insurance consultants.


No matter how routine or complex the risk, from a single underground storage tank to a merger and acquisition involving tens of millions of dollars in environmental legacy costs, ARMR has the experience and knowledge to help solve any environmental risk management challenge on a global basis.  The firm provides corporations, retail insurance agents and brokers with years of specialized experience and real time knowledge of the environmental insurance market at the home office level. 


There are more than 150 different environmental insurance policy forms available with literally thousands of endorsement options. ARMR's specialized expertise helps clients better protect the enterprise through superior environmental program design and loss control services.


  • Environmental Risk Assessment

  • Environmental Wrap-Ups

  • Expert Witness

  • Loss Control & Environmental Remediation

  • Specialized Insurance Products & Services

  • Policy Reviews

  • Pollution Liability

  • Professional Liability

  • Program Design


Specialty Services: Risk Management Consulting & Services, Self-Insurance & Captives


Ashton Tiffany helps public and private entities lower their cost of risk.  They do this by undertaking expert analysis of each client’s risk profile and tolerance while finding the client’s optimal balance between risk retention and risk transfer. Ashton Tiffany works with the client to make full use of appropriate alternative risk financing vehicles, secure maximum value from the commercial insurance market and aggressively pursue loss control and prevention efforts. 

The vibrant and creative culture at Ashton Tiffany is a strategic asset. It helps the firm attract and retain some of the smartest, most talented people in the industry. It also inspires them to work closely together to deliver ground-breaking work for clients.

Risk management is a many-splendored thing. Whatever your specific needs, chances are good Ashton Tiffany has the expertise and track record you’re looking for.

O: 602-257-9119

F: 602-257-5117


  • Captives

  • Claims

  • Construction Insurance Programs

  • Enterprise Risk Assessment

  • Loss Control/Safety

  • Outsourced program management 

  • Pollution Liability

  • Pools

  • Risk Management Consulting

  • Self Insurance

Ashton Tiffany

Specialty Services: Global Market Research, Regulatory & Tax Compliance


Axco's business model and methods of research have enabled the firm to develop an extensive suite of products comprising in-depth reports, focused profiles, Q&A databases, intelligent questioning tools, and email services. Axco products are delivered to every corner of the globe and they are committed to continually improving their technical capabilities, enhancing existing products in both content and design, and developing new and innovative methods of information delivery. Whilst Axco aims to provide the most comprehensive information available on the international insurance and employee benefits industries, where further assistance or information is required, subscribers can contact Axco's Account Services Department using the Client Support service that is provided with every subscription.

Axco products include detailed written analysis in Insurance Market Reports, which are produced for both non-life (P&C) and life and benefits markets, and Employee Benefits Reports. Summarized versions of these more comprehensive products include CIMS Market Profiles for insurance markets, and Insight EB, which offer an overview of employee benefits.

  • Global Information & Statistics

  • International Employee Benefits 

  • Insurance Market Reports (Life & Non-Life)

  • Regulatory & Tax Compliance


Blackburn Group

Claims Management: Accelerated Settlement Solutions & Claim Cost Containment


Blackburn Group, Inc. is recognized by A.M. Best Company as Recommended Expert Service Providers in the risk, claim, insurance and financial industries. Blackburn has also been recognized in the Risk and Insurance Management Society Buyers Guide for a variety of Enterprise Risk Management (ERM) and Settlement Solutions.


Blackburn Group has over 35 years of experience in every aspect of risk and claim management, serving self-insurers, insurers, reinsurers, brokers, attorneys, captive insurance companies, risk retention groups, actuaries, third party adjusters and nurse case management companies. Additionally, the firm has pioneered the use of technology to simplify the risk management workflow, decrease costs and improve the quality of programs throughout the industry. To support their professional services, Blackburn Group utilizes proprietary RiskPro® technology solutions which include a suite of products and services delivered through applications on secure Internet-based platforms.


Since inception, Blackburn Group’s primary goal has been to provide high quality, low cost ERM and Claim Settlement professional services and products to the worldwide Property, Casualty, Health and Disability Insurance communities. Their suite of products and services include operational ERM Analysis and Benchmarking, Accelerated Settlement Medical Cost Projection Solutions, Legacy and Chronic Claim Solutions, Medicare Set-Aside (MSA), MMSEA Section 111 Mandatory Data Reporting Solutions, Life Care Planning (LCP), Lien Verification Negotiation Solutions, Structured Settlements, Custodial Account Administration, Special Needs Trust Development and associated Financial Planning Solutions.

O: 585-586-4530  


  • Accelerated Claim Settlement Solutions

  • Lien Verification & Negotiation Solutions

  • Medicare/Medicaid Set Asides (MSA)

  • MMSEA Section 111 Mandatory Reporting

  • Claim Audit Solutions & Benchmarking

  • Expert Witnessing Products & Services

  • Claim Settlement Products & Services

  • Insurance Underwriting & Program Development

Alternative Risk Finance:  Healthcare Risk Management, Captives & PSOs


Clarity's mission is to empower healthcare providers to manage professional liability risk and reach their vision for enhanced healthcare quality and safety across their system of care.  They focus on healthcare delivery that is free of preventable patient harm.  Driven by integrity and loyalty, Clarity Group is professional and honest in their working relationships and hold themselves accountable to the highest ethical standards and honor their commitments to clients and partners.  


Clarity Group is service oriented and believes every client is the most important client.  They provide the highest quality, personalized service that can be delivered.  Clarity's commitment to learning and thought leadership is demonstrated by their willingness to share their expertise to benefit the greater healthcare community.  They respond to the dynamic nature of healthcare, which isn't one size fits all, to create innovative and flexible solutions that fit the client's needs and are energized by making a difference and meeting client goals.

O: 773-864-8280  

F: 773-864-8281

  • Ambulatory Safety Initiative

  • Captive Management Services

  • Claims Management

  • Clarity PSO

  • Healthcare software solutions

  • Patient Safety Organizations (PSO)

  • Risk, Quality & Safety Integration



Specialty Services:  Disputes, Claims & Investigations, Forensic Accounting


The Claro Group is a financial advisory and management consulting firm that delivers analytics and solutions in high-stakes litigation matters, insurance claims and government contracts.  Claro improves profitability for hospitals and health systems through strategic cost reductions and enhanced revenue realization.  As one of the few privately-owned consultancies, Claro remains uniquely focused on clients and people, while providing creative solutions with innovative pricing models where appropriate. 


Claro aims to serve all of their clients, including many of the world’s largest commercial and governmental organizations, with the goal of delivering value with clarity and integrity.  Claro is committed to the principles of stewardship and building a legacy firm – one that ensures the people working for the firm today will lead it forward in the future and build on already strong client relationships.

O: 512-717-4600  


  • Disputes, Claims and Investigations

  • Forensic Accounting

  • Government Contract Consulting

  • Healthcare Consulting

  • Strategic Sourcing and Procurement Solutions

Core Risks Ltd.

Specialty Services:  ERM, Regulatory Compliance & Business Continuity


Core Risks Ltd. (CRL) is a global provider of specialized consulting services to select business sectors.  Their experts develop practical, custom solutions that solve problems, reduce costs, manage risks, leverage talent, and provide lasting benefit. Quality solutions delivered on time and on budget – that’s the CRL commitment.

Since 2006, CRL has been assisting clients with a myriad of complex assignments in a variety of specialist areas, with a strong focus on enterprise risk management.  The CRL team of experts has successfully developed and implemented global Enterprise Risk Management (ERM) systems that have been publicly recognized as “best in class."  Working within the various recognized Enterprise Risk Management frameworks, CRL can help your company develop an effective, sustainable Enterprise Risk Management program that is specifically tailored to your company’s unique needs and corporate culture.  Just as importantly, CRL aligns their efforts with the budget and strategic planning cycle requirements of your company.

CRL specializes in medical affairs, pharmacovigilance and labeling. In today’s rapidly changing landscape, pharmaceutical, biopharmaceutical, and medical device companies often find themselves resource constrained in critical areas such as Medical Affairs and Pharmacovigilance/Drug Safety. CRL can help. Their team of professionals can provide short and long term, variable cost support for pharmaceutical, biopharmaceutical, and medical device companies, helping with special projects or filling in organizational gaps. CRL can provide risk assessments that will help your organization to avoid issues and proactively anticipate and prepare for the ever-changing regulatory requirements. They can also help your team prepare for meetings with key regulatory agencies, such as FDA, or help your team make its presentations at such meetings. CRL experts all held senior industry positions and possess the pragmatic insight and judgment needed to help your organization achieve its objectives.

O:  215-622-0753

F:  610-688-3641 


  • Business Continuity Planning/Disaster Recovery

  • Compliance & Ethics program development and monitoring

  • Corporate Crisis Management/Incident Management

  • Enterprise Risk Management (ERM) programming

  • FDA Post-Marketing Compliance

  • Global Pharmaceutical Operations Support 

  • Human Resources and Benefits Support; Professional Development

  • Insurance Industry support services

  • IT Strategy and Support Services

  • Legal Support Services:  Arbitration and Mediation; Expert Witness/Subject Matter support; Internal Investigations

  • Manufacturing Operations 

  • Pre and Post Approval Commercialization

  • Pre-IND and Clinical Development; Pharmaceutical Medical Affairs; Pharmacovigilance and Labeling 

  • Procurement; Supply Chain

  • Regulatory, Quality (GCP, GLP, GMP), (PAI) Readiness 

  • Risk Management Services – Insurance program support and complex claims advisory support


Specialty Services:  Construction Risk Program Design, Surety, Wrap-Ups (OCIP/CCIP)


Construction Risk Partners (CRP) is a full service surety and insurance brokerage dedicated to the construction industry. The firm is a privately held, first generation company that takes great pride in its ability to help clients achieve extraordinary results. It is CRP's reputation in the marketplace that sets them apart.  The firm has amassed tremendous construction insurance, surety and risk management expertise and currently represents many construction companies operating throughout the United States, South America, Canada, and other parts of the world.


CRP takes pride in the boutique nature in which they service clients, ensuring that a partner in the firm is involved in all major activities. This level of experienced, professional, personal service differentiates CRP and ensures that clients have the programs and knowledge that make them more competitive in their marketplace.


In the constantly changing economic landscape, companies are perpetually challenged to keep up with their competitors.  CRP believes that the combination of their position and influence in the marketplace and a profound understanding of their clients' business facilitate relationships that produce better answers and differentiating results.


  • Alternative Risk Finance & Reinsurance Strategies

  • Construction Risk Program Design & Compliance

  • Insurance Policy Servicing & Audit

  • Loss Control & Claims Management

  • Surety & Subcontractor Default (SDI)

  • Wrap-Ups (OCIP/CCIP)


EIA Global

Specialty Services:  Trade Credit and Political Risks


Established in 1979, EIA Global is among the most longstanding specialized Trade Credit & Political Risk Insurance brokerages in the world. Our unrivaled team of accomplished and skilled individuals have experience as brokers, bankers, underwriters and corporate attorneys. We provide the highest level of professionalism, backed by a strong commitment to integrity, impartiality and discretion.

EIA Global is a founding member of the GLOBAL network, one of the largest networks of independent insurance brokerage firms specializing in Trade Credit and Political Risk Insurance. The GLOBAL network gives our clients access to international insurance markets, including public sector export credit agencies and Lloyd’s of London. Access to these markets allows EIA Global to place difficult or unique risks that may not be insurable with carriers based in the United States. It also enables us to issue local policies to our clients’ foreign subsidiaries.

O: 508-668-0982  

  • Trade Credit & Political Risk Program Design & Placement

  • Customized Coverage Analysis & Recommendations

  • Risk Assessment & Quantification

  • Loss Control

  • Claims Management

  • Global Compliance & Reporting



Loss Control, EH&S:  Environmental Services, Industrial Hygiene, Occupational Health


HETI is a multi-disciplinary, full-service environmental health & safety and risk management company specializing in the assessment and management of risk and liability. HETI offers environmental site and indoor air quality assessments, risk characterizations, remediation technologies, emergency response services, occupational health and safety services, loss control surveys, risk management consulting, safety services, and litigation/expert witness support.

The firm's staff is comprised of highly skilled professionals in geology, hydrogeology, environmental engineering, industrial hygiene, and safety – most with advanced degrees and certifications. Years of technical experience results in the delivery of cost-effective services, keeping client deadlines and commitments in mind.

HETI provides services to clients in industry segments such as environmental, general liability and property insurance; energy; biomedical and pharmaceuticals; healthcare; real estate; legal and finance; construction; and transportation. We have built a solid reputation for technical competence, integrity and reliability.

Founded in 1986, HETI maintains offices and contract staff throughout the country, international partners throughout the world, and a 24-hour emergency response hotline.


  • Environmental Site Assessment

  • Site Investigation

  • Emergency Response

  • Soil/Groundwater Remediation

  • Air Pollution Control & Air Quality Management

  • LEP/LSP/LSRP Services

  • Regulatory Support & Compliance

  • Waste Management, Treatment & Disposal


  • OSHA Compliance Audit

  • Environmental Liability Risk Assessment

  • Fleet Safety

  • Construction Safety

  • EHS Programs & Outsourcing

  • Pharma/Biotech Safety Services

  • Human Health Risk Assessment

  • Workplace Exposure Assessment

  • Ergonomic Exposures

Specialty Services: Insurance Archaeology, Historic Insurance Program Reconstruction


Since 1985, IAG has documented hundreds of billions of dollars of prepaid insurance assets, enabling clients to maximize recoveries for environmental, toxic tort and a variety of other long tail liabilities. Decades of mergers and acquisition activity combined with a steady onslaught of emerging liabilities and heightened environmental law enforcement have ensured that insurance archaeology – now more than ever – is a best practice for risk management. Over the past 25 years, IAG has developed many of the techniques and protocols which have become the standards for conducting an historic audit of a company’s past coverage.


In reconstructing a coverage history, IAG staff digs exhaustively through corporate records, tracks down and interviews former employees and identifies a variety of leads to potential outside sources of records.  This forensic research, in conjunction with IAG's knowledge of underwriting practices, familiarity with the the history of consolidation within the insurance industry and their extensive longstanding contacts, ensure that the most assets are located.


A broad range of organizations rely on IAG’s services.  They represent all industry sectors from basic manufacturing to financial services and include Fortune 500 companies, small to mid-size companies, utilities, government agencies, religious/non-profit organizations and municipalities.


Historic Insurance Audit

Current business conditions have heightened the difficulty of conducting an historic insurance audit. IAG has adapted its research efforts accordingly. While the task is more challenging than ever, the massive expansion of information available on the Internet coupled with enhanced data-mining techniques have improved the ability to track down missing coverage.

Historic Insurance Portfolio

Once a coverage chart is complete, it is not unusual for the total cumulative policy limits to exceed $1 billion. The graphic illustration of a total portfolio of historic insurance assets can dramatically convey the magnitude of a potential recovery to senior management and ultimately save thousands of hours of staff time in negotiations with insurers.

JLT Towner

Specialty Services: Insurance Consulting, Expert Witness, Mediators & Arbitrators


Insurance Expert Network, LLC (IEN) was established in 2005 to respond to the growing need for specialization in finding experts knowledgeable in the insurance arena. IEN services include expert witness identification, mediation and arbitration, providing a less costly means of resolving insurance related disputes. IEN experts play a critical role in litigation, by educating counsel on the nuances of insurance, assisting attorneys on determining the merits of a case, testing potential evidence or testifying at a deposition or trial.


IEN mediators and arbitrators are all accredited and with extensive experience in insurance and the resolution of insurance cases. Choosing arbitration or mediation can be less costly, but choosing an experienced mediator or arbitrator is crucial in the success of your outcome. The firm's mission is the referral of highly qualified insurance experts to attorneys and insureds. While many referral services provide experts in various fields, IEN offers clients direct access to over 500 professionals specializing in insurance issues.

Areas of Expertise:

  • Automobile Insurance

  • Bad Faith

  • Business Interruption

  • Captives

  • Construction Defects

  • Credit Insurance

  • Directors & Officers

  • Excess & Surplus Lines

  • Fidelity

  • Fraud

  • General Liability

  • Insurance Accounting

  • Insurance Business Processes

  • Life & Health

  • Marine

  • Producers E&O

  • Product Development

  • Professional Liability

  • Regulatory Compliance

  • Reinsurance

  • Surety

  • Workers Compensation


Alternative Risk Finance: Captive Feasibility, Management and Strategic Utilization


JLT Towner is an independent, full-service captive insurance management and consulting company with a multi-domicile reach. They provide clients with alternative risk solutions that meet their diverse needs.  JLT Towner's client roster includes single parent captives, group captives and risk retention groups operating from all the major U.S. and international domiciles.


With captive management operations headquartered in Vermont and consulting services based in New York, JLT Towner is ideally situated to help companies wishing to establish or maintain U.S. domiciles and their capabilities also include working with clients to establish or manage captives in non-US domiciles.


Whether forming a captive for the first time or running an existing captive, depend on JLT Towner for a customized approach that meets your unique risk financing challenges. JLT Towner offers the independent, innovative services captives and risk retention groups depend upon to adapt to a constantly changing risk environment. JLT Towner offers flexible and comprehensive solutions, not a cookie-cutter approach. 

  • Feasibility studies

  • Start-up expertise

  • Domicile licensing

  • Multi-domicile experience and global partnerships

  • Regulatory compliance and reporting

  • Unrivaled regulatory understanding

  • Experience with and access to reinsurance

  • Secure, automated, computerized backup and file-saving

  • Online broadband capabilities and remote information retrieval

  • Comprehensive administrative services



Claims Management: Case Management, Rehabilitation, Wellness & Life Care Planning


Kingstree Group is a national workers compensation and health management company. Their industry expertise, leveraged across the USA, provides clients with highly efficient, cost effective managed care services. Kingstree ensures your employees receive quality care that minimizes downtime and reduces claim expense. The firm provides unparalleled service, expertise and measurable results for clients and has developed long-term partnerships through personalized service, collaboration and customized solutions. Kingstree's workers' compensation and health management programs are recognized nationally for providing employees with the highest quality care while helping firms realize significant cost savings.



  • Telephonic Case Management (TCM)

  • Field Case Management (FCM)

  • Catastrophic Case Management



  • Family Medical Leave Act (FMLA)

  • Short & Long Term Disability Plan

  • At Risk Claims

  • UR Management



  • Vocational Assessment & Plan

  • Return to Work Planning

  • Job Analysis/Transferable Skill Analysis

  • Labor Market Surveys

  • Job Development/Job Placement/Alternative Duty


  • Pre-MSA

  • Life Care Plan

  • MSA



  • Organizational needs assessment

  • Health and claims data analysis

  • Development of customized 'Roadmap to Health'



  • 800 Injury/Incident reporting

  • Level I Nurse Triage

  • Level II Nurse Triage


Specialty Services: Insurance, Risk Management Services & Employee Benefits

Meeker Sharkey & Hurley handles accounts with complex insurance and employee benefit requirements. They dig deep into clients’ coverage matters, identify risk exposures, and determine how to best insure them.  Their focus is not only on the price of insurance but also on disaster recovery, safety, business efficiency and productivity, and employee health. Our goal is to improve our clients’ business operations.


Meeker Sharkey & Hurley focuses on service as opposed to a large agency that tends to focus on its biggest accounts. When a client calls, they have a specific person that they can talk to that will address their concerns. They know people by name, not just by policy number.  The firm is coverage and service driven and offers competitive prices and exceptional client support that is customized to the client's unique needs.

O: 908-234-1200 

  • Personal & Commercial Insurance

  • Risk Management Services

  • Employee Benefits

  • Health & Wellness

  • International Benefits

  • Funding Strategies

  • Directors & Officers Liability

  • General Liability & Excess Umbrella

  • Workers Compensation

  • Fiduciary Liability

  • Employment Practices

  • Commerical Auto


Specialty Services: RMIS/Technology Assessment, Design & Implementation


Shelter Island Risk Services (SIR) has the deep expertise in information technology, analytical statistics, and enterprise risk management to help its clients make their critical risk decisions based on data – the right data measured accurately and interpreted correctly.  Shelter Island Risk Services develops recommendations that combine technology, quality data, and sound performance metrics, and has the technology and experience to implement those recommendations creatively and effectively.

The SIR advantages include:

  • Operating independently of any vendors, brokers or insurers

  • Using technology-based approaches for data collection, analysis and reporting

  • Bringing regulatory, legal and financial knowledge to risk management decision-making

  • Developing client partnerships based on creative service and attention to detail


SIR accompanies clients throughout each project, from needs analysis through successful implementation. With more than thirty years of cumulative experience in the industry, the SIR team will improve your RMIS, and effect smart solutions for risk managers.

O: 631-749-1535

F: 631-749-7885

  • Data Management, Scorecards, Benchmarking & Analytics

  • Risk Analysis & Claims Support

  • RMIS/Technology Assessment

  • System Implementation, Design & Evaluation

  • Vendor RFP Design & Management



Specialty Services: Actuarial Consulting and Related Products and Services


Milliman is among the largest providers of actuarial and related products and services, delivering expert solutions to clients around the world. Milliman provides objective and independent advice to the full spectrum of business, financial, government, union, education, and nonprofit organizations. Milliman’s Financial Risk Management and Enterprise Risk Management practices are widely recognized as market leaders in helping clients create sustainable business management processes.

Independent for over 60 years, Milliman delivers market-leading services and solutions to clients worldwide. With no agenda, other than getting it right.

Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, Milliman also offers unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance. Milliman’s rigorous, distinctly innovative approach to risk management is built on a foundation of actuarial expertise and shaped by some of the most advanced thinking in the industry. Whether you're looking to improve capital efficiency, comply with regulatory requirements, or guard against market volatility, Milliman offers a complete range of operational, strategic, and financial risk management solutions and tools.


  • Product Liability Consulting

  • Capital and asset liability modeling 

  • Hedging and risk analysis 

  • Rating and Underwriting

  • Captive insurance

  • Risk Financing and reinsurance

  • Microinsurance

  • Mergers and acquisitions

  • Mortage and credit risk services

  • Catastrophe risk and insurance linked securities

Shelter Island Risk

Specialty Services: Cyber Security, Legal Business Solutions, Litigation Services


UnitedLex is a global leader in legal and business solutions. They are a company of over 2,000 employees-attorneys, engineers, financial analysts, and consultants - operating throughout the United States and abroad. United by an abiding commitment to strengthening our clients, UnitedLex melds passion and resources to goals and aspirations - creating a standard of excellence otherwise unattainable. 

UnitedLex was created to drive innovation, excellence, efficiency, and cost effectiveness to a legal marketplace that was slow to apply technology and business metrics to drive operations, results, and client satisfaction. Their incubation within three Fortune 50 companies in 2007 demanded a commitment to innovation and a targeted focus on delivering business impact to clients.

UnitedLex helps clients focus on industry benchmarks and identify ways for clients to “do more with less” while maintaining quality and mitigating risk.  UnitedLex helps them transform their innovation by defining metrics to measure performance, identifying strategic focus areas, and incorporating technology to its highest and best purpose.

The firm provides clients with a mix of expertise, engagement, insight, process, and resources – as well as a keen understanding of a client’s business.  They marshal the latest tools and techniques, combined with a global perspective that ensures every relevant advantage and risk is marked and measured.


  • Cyber Risk Assessment & Mitigation

  • Digital Contracting Solutions

  • Financial Advisory

  • Intellectual Property Valuation & Monetization

  • Litigation Services

  • Legal Business Solutions

Alternative Risk Finance: Captive Management, Feasibility, Assessment & Review


USA Risk Group offers innovative, flexible solutions that deliver the full benefits of today’s alternative risk mechanisms. The firm develops innovative alternative risk solutions that enable clients to maintain affordable and flexible insurance coverage, improve cash flow, and control expenses.

As independent managers, USA Risk Group also provide strictly impartial analyses and recommendations. No matter your situation, they draw from a wide variety of non-traditional solutions to create a custom designed product, uniquely suited to meet your needs and help you achieve your goals.

USA Risk Group's full range of products and services encompass every aspect of alternative risk management — from initial consulting, to program structuring and formation, to ongoing administration and regulatory compliance.

Flexibility, innovation, independence and transparency — backed by a solid foundation of knowledge, experience, and industry leadership — have made USA Risk Group the nation’s leading independent provider of alternative risk management services.

O: 1-800-USA-RISK 

  • Captive Management

  • Captive Consulting, Feasibility, Assessment & Review

  • Market Placement & Reinsurance

  • Employee Benefits

  • Domestic & International Domiciles

  • Formation, Licensing & Regulatory Compliance

  • Fronting Arrangements 


USA Risk Group

Specialty Services: Risk Management & Insurance Staffing/Consulting


Founded by industry veteran Sharon Emek, Ph.D., Work At Home Vintage Experts (WAHVE) is an innovative contract staffing solution that matches retiring, highly skilled, technology-savvy insurance and risk management professionals to your staffing needs. WAHVE can save clients 40% to 50% on staffing, overhead and benefit costs without any reduction in quality, and turn fixed costs into variable costs.


WAHVE has a database of hundreds of highly qualified “pretirees” across the USA, with 25+ years of insurance industry experience and numerous licenses & designations (CIC, CPCU, CISR, ARM, etc.). Each WAHVE staff member has undergone an extensive and rigorous qualification process, and clients select their team members from among the candidates that WAHVE’s proprietary technology has matched to their unique needs.

WAHVE makes it easy: You can hire one wahve or many. When you need more, you request more. When you need less, you request less. And you don’t need to terminate anyone in your office. WAHVE gives you flexibility.

O: 646-807-4372

F: 646-350-3028

  • Back Office Process Support for Commercial & Personal Lines

  • Certificates & Evidence of Insurance

  • Claims Processing, Analysis & Adjusting

  • Commercial Lines Customer Service Representatives

  • Flexible Staffing Solutions, Mentors & Trainers


  • Loss Control

  • Loss Run Management & Analysis

  • Policy Checking

  • Premium Audits & Accounting

  • Preparation of Underwriting applications & Submissions

  • Surplus Lines Filings

York Risk Services

Claims Management: Property & Casualty Liability, Premium Audit & Loss Control


With over 5,300 employees across 85+ countries, York Risk Services helps a diverse group of clients manage insurance claims, coordinate return-to-work policies, prevent and control potential loss, and ensure best outcomes for injured workers.


They are specialists — not generalists. York is a premier provider of specialized claims and risk management solutions.

York's commitment to end-market specialization allows the firm to build a very detailed understanding of the different business segments and customers they serve; with the client's specific needs in mind and a strong commitment to driving down overall cost of risk.

The breadth of York's capabilities is reflected in their broad customer base which includes more than 5,800 public entities and public entity pools; more than 300 program administrators/MGAs/carriers; more than 50 insurance carriers and more than 500 self-insured/high deductible clients.

  • Professional Liability

  • Auto Liability

  • General Liability

  • Property

  • Workers' Compensation

  • Environmental & Product Liability

  • Inland & Ocean Marine

  • Managed Care & Absence Management

  • Utilization & Medical Bill Review

  • Medical Case Management

  • FMLA

  • Premium Audit

  • Loss Control

  • Specialized Markets & Alternative Risk


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