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With a consultative approach, we can analyze your exposure to loss, determine the risk transfer techniques to incorporate, and help establish a formal risk management policy. Our goal is to secure the coverage you need to improve the overall success of your insurance program and adequately protect your business.

risk exposure process chart

Analyze Exposures

  • Evaluate effectiveness of current program
  • Conduct an exposure gap analysis
  • Report findings and provide specific recommendations
  • Identify management’s loss control goals and expectations


Develop Strategies

  • Assess effectiveness of existing loss control programs
  • Review risk management function
  • Create a formal risk management policy
  • Recommend strategies and techniques to minimize transfer risks
  • Carrier selection and placement


Implement Plan

  • Administer formal risk management plan
  • Deliver recommended loss control and claims services


Ongoing Plan Reviews

Analyze changes periodically within:

  • Business
  • Contracts
  • Exposures
  • Compliance reviews
  • Industry trends and updates
  • Other relevant service topics

Insurance products are offered through Univest Insurance, Inc. and are obligations of the issuing insurance companies, are not obligations or deposits of or guaranteed by any bank and are not insured by the FDIC or any other agency of the United States. Insurance products are not a condition to any bank loan, product or service. Univest Insurance, Inc. is a licensed subsidiary of Univest Corporation of Pennsylvania.
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