Case Studies

To assist you in understanding the nature of our services, here are some case studies of recent work that we have done. The details of these situations have been altered to respect the confidential information of our clients.

Transportation Equipment Manufacturerrh_equip

This company recently expanded into the United States, by acquiring a competitor. We surveyed the client’s operations, and drafted insurance specifications.

Further, we advised our client regarding United States Workers Compensation and a number of contractual issues, including risk transfer to suppliers.

The decision was made to place the insurance through a local agent in the U.S., who has specialized knowledge and experience in the client’s unique operation. We worked with that agent to ensure that all our requirements were met.


Home Products Manufacturer

Our client, an Ontario based company, merged with an American based company who manufactured complementary products. We conducted a study on how to merge the insurance programs of these two companies, whose combined revenue exceeded $100M USD,


Church Group

Our client is a group of churches of the same Christian denomination. The need for our services was identified by this group, as many of the members were having difficulty obtaining insurance coverages unique to churches.  This included coverage for sexual abuse and harassment, church counselling including mental anguish, and Directors and Officers Liability insurance.

We consulted with this group, and assisted them in acquiring insurance that met their needs.


Restaurant Chain

Our client is the owner/operator of a chain of ethnic family restaurants, based in Ontario. Their insurance had not been thoroughly reviewed in a number of years, and they had been simply shopping every couple of years by obtaining “a new price, on an old policy”.

After surveying the operations of this group, we drafted insurance specifications, and tendered the program.

We also assisted management in setting up a monitoring system, to ensure that procedural changes affecting insurance were communicated to management, and ultimately back to us, so that we could affect changes to their insurance program in a timely fashion and avoid uninsured catastrophe losses.