Risk Management & Executive Personal Lines Services
Your risks are unique. So are our services.
In protecting the assets of successful individuals, DataRisk understands coverage is more
about the person than the policy. Our team of personal risk advisors custom designs each
insurance program to meet your individual needs.
Insurance Policy Review
DataRisk reviews each insurance policy in detail for accuracy and exclusions that could pose
any issues. We then offer a cost-effective recommendation to improve coverage and reduce risk.
We keep a complete policy file securely in the office to ensure timely response.
Summaries of Insurance
We provide a complete summary of your insurance portfolio including carriers, coverages, and
premiums, helping you understand exactly what you have insured, how it is covered and the premium expense.
Invoice Review and Management
Our clients may send invoices to DataRisk for verification and accuracy. We will then forward these
verified insurance invoices to you or an accountant for payment.
Coverage Verification
If an accident or potential claim situation arises, DataRisk will verify coverage, report the
claim, and advise the next step. Coverage verification is also helpful during a new purchase
or potential liability case. Whatever the question, DataRisk will provide a fast and accurate response.
Claim Reporting and Advocacy
Once you report a claim, DataRisk will assist with any research and negotiation required to
ensure the claim is paid promptly.
Coverage Adjustments
One call or email to our personal lines group is all that is required for our staff to promptly
handle any coverage changes that arise. Whether you are buying or selling a home or vehicle,
adding a driver, performing a renovation project, or installing an alarm system in your home,
our insurance experts are committed to managing the details for you.