Proactive Service Approach
365-Day Client Care
At CCIG, our 365-day service model provides continuous, proactive support year-round. Unlike traditional check-ins, we stay consistently engaged, monitoring evolving needs, addressing emerging risks, and optimizing your insurance program in real-time.
120 DAYS PRIOR TO RENEWAL
ANALYZE PROGRAM PERFORMANCE
Gather existing client data on rates, exposures and losses:
- 5-year summary
- Trend losses
- EMR history
- Review reserves & payouts
Discuss observations and potential to improve positioning.
90 DAYS PRIOR TO RENEWAL
CONDUCT ASSESSMENTS
On-site assessments of business practices. Measure via scorecard:
- Risk tolerance & budget
- Safety & loss control
- Third-party risks
- Contractual risk transfer
Provide risk assessment results and go-forward recommendations.
60 DAYS PRIOR TO RENEWAL
SET KEY PERFORMANCE INDICATORS
How should we measure success in the program moving forward?
- Determine indicator(s)
- Re-run analysis using KPIs
- Recommend areas of focus
- Define action & reporting plan
Determine investments in support of achieving lowest total premium.
30 DAYS PRIOR TO RENEWAL
PREPARE ACTION PLAN
Build customized service plan for client program:
- Set goals from assessments
- Itemize services & timelines
- Leverage predictive modeling
- Deliver on promises
An outline of our commitment to ensure results.
ONGOING
ANNUAL SERVICE & STEWARDSHIP PLAN
Provide reporting on action plan:
- Capture services performed & outcomes delivered
- Educate on the insurance market & economics affecting premiums
- Highlight achievements, opportunities & potential impact on premiums
Shift to a philosophy of managing total cost of risk:
- Data-driven decision making
- Transfer, mitigate, & prevent risk
- Explore alternative risk financing options
Ensuring service satisfaction and continued program optimization.
CCIG Performance Guarantee
At CCIG, we are committed to providing our clients with comprehensive and transparent updates through our annual Stewardship Reports. These reports offer crucial insights into the current state of your insurance program and the broader insurance market, helping you stay informed and make strategic decisions with confidence. By detailing the services we provide to manage your total cost of risk, our Stewardship Reports clearly outline how your insurance needs are being optimized. This annual communication reflects our dedication to proactive service and ensures you have a thorough understanding of your insurance program's performance and evolution.
Stewardship Report Example Pages
Organizations We Work With
WHAT CLIENTS ARE SAYING ABOUT US
"One of the most impactful things about working with CCIG is that they have the expertise and solutions the mega brokers offer, but you get a personalized experience and a dedicated team. Instead of feeling like you’re on an assembly line, the team takes the time to understand your specialized needs and then crafts a customized risk management plan. That tailored approach sets the CCIG team apart from any other broker I’ve worked with, and it makes a significant difference in how we approach risk management."
Chief Real Estate Investment Officer
Denver Housing Authority
"Shifting to CCIG has underscored the potential of working with a boutique insurance team. Many of CCIG’s team members came from big brokers because they wanted to deliver a better, more personalized client experience, and that’s exactly what I’ve seen. They ask the right questions to understand your opportunities and risks and then work alongside you to create a risk management plan that sets the foundation for a strong future."
Senior Vice President, Finance
Baceline Group
thinkCCIG.com
(303) 799-0110
Copyright © CCIG. All Rights Reserved.
