- Risk Management, Claims Management, Business Insurance
See Risk Clearly. Act Confidently.
Over
Turning unknowns into clarity.
We’ve led due diligence efforts on mergers and acquisitions valued at over $700 million.
About Us
Risk Assessment & Insurance Management Consultancy
As an independent firm, we do not sell any insurance products nor are we associated with any insurance company, brokerage, agency, actuary, or self-insurance service organization. Our independence ensures that your risk financing decisions are grounded in what is best for your organization.
What We Do
Risk Management Outsourcing
We act as your fractional risk department—assessing exposures, building programs, training teams, coordinating brokers, and reporting KPIs to lower total cost of risk.
Broker Selection & RFP
We run a competitive, objective RFP—scope, scorecards, fee/commission transparency, SLAs, and performance metrics—to secure the right broker at the right value.
Claims Management
End-to-end oversight: FNOL intake, triage, reserves, adjuster coordination, subrogation, and litigation support—with analytics to shorten duration and reduce severity.
Insurance Policy Audit
Deep review of limits, exclusions, endorsements, and gaps against your operational risks and benchmarks—clear recommendations before renewal.
Insurance Placement
Market strategy, submission packaging, and coverage negotiation across Property, GL, Auto, Umbrella, and Workers’ Comp—aligned to your risk profile and budget.
Contract Review
Tighten indemnity, hold-harmless, and insurance requirements in vendor, tenant, and project agreements; collect and track COIs to enforce risk transfer.
Mergers & Acquisitions Consulting
Deal diligence that quantifies risk and validates coverage (incl. RWI), plus integration plans for claims, safety, and insurance post-close.
Business Resiliency
Business continuity and disaster recovery planning with playbooks, tabletop exercises, and crisis communications—built to keep you operating through disruption.
Risk Control
Prevention-first programs: safety audits, training, OSHA alignment, inspections, and corrective actions to reduce incident frequency and severity.
Whelan Risk Solutions Recognized by
Client Industries
We provide Risk Management, Claims Management, and Business Insurance advisory across these sectors.
Construction
Jobsite safety, fleet exposures, and contractual risk transfer on every project.
Healthcare / Hospital
Patient safety, professional liability, and return-to-work programs.
Higher Education & Schools
Campus safety, compliance, and property protection across facilities.
Real Estate & Property Management
Premises liability, habitational risks, and COI enforcement.
Lisa's Story
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