Confidential risk and insurance review

Gain confidence your insurance programme delivers the right protection at a competitive price.

A confidential risk and insurance review validates your current insurance programme. It tests the value it delivers, without disrupting existing insurer or broker relationships. This exercise drills into the suitability of your policies and identifies areas of improvement from both a cost and cover perspective.

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Confidential risk and insurance review

Unlock cost-saving opportunities
This process aims to identify cost-saving opportunities by highlighting inadequate, unnecessary or duplicated insurance coverage – without compromising the level of risk protection. Improving your insurance coverage in terms of cost, impact on your balance sheet, and overall value, allows you to optimise your annual insurance spend.

Gain assurance and validation
A confidential risk and insurance review serves as a second pair of eyes. It provides peace of mind that your insurance coverage aligns with your objectives - be that cost containment or supporting strategic growth. This process not only instils confidence internally but also assures stakeholders that your risk management strategy is robust and ready to meet unforeseen challenges head-on.

Uncover gaps in protection
The risk landscape is constantly evolving. Completing this process ensures that your policies closer align to your risk exposures, both current and emerging. This review provides a true comparison to your current arrangements, delivering independent corroboration that you are getting the best available service aligned to the insurance programme you purchase.

Highly confidential
Rest easy knowing there will be no disruption to any long-term relationships with either your existing broker or insurers when you request a confidential risk and insurance review. All work is carried out in-house and no contact is made with the insurance market.

Perfect renewal preparation
In a challenging insurance market, the development of a clear strategy in advance of your renewal is crucial to negotiating the best terms. Get ‘market ready’ and position your business for the most optimal outcome.

Timescales and process

Step 1: Request a confidential risk and insurance review -a Marsh adviser will be in touch to understand your current arrangements and risk profile.

Step 2: Your Marsh adviser will carry out an independent review of your risks and insurance arrangements. This will provide you with:

  • An analysis of your current and potential insurable risk exposures.
  • A GAP analysis showing your risk exposures matched against your current arrangements.
  • Benchmark pricing for your insurance programme.
  • Details of an example service plan, including areas of additional assistance such as health and safety and risk management.

Step 3: You’ll be presented with our report, findings and recommendations based on your specific operations, potential liabilities, and industry nuances. You’ll also receive a written copy.

The full process takes around 30 days to complete.

In order to achieve the best results from this exercise the following information is helpful:

  • Current policy schedules.
  • Most recent insurance renewal report.
  • Details of claims.

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Get in touch to learn more about this solution.

Disclaimer
This is a marketing communication. The information contained herein is based on sources we believe reliable and should be understood to be general risk management and insurance information only. The information is not intended to be taken as advice with respect to any individual situation and cannot be relied upon as such. Statements concerning legal, tax or accounting matters should be understood to be general observations based solely on our experience as insurance brokers and risk consultants and should not be relied upon as legal, tax or accounting advice, which we are not authorised to provide.

Marsh Ltd is authorised and regulated by the Financial Conduct Authority for General Insurance Distribution and Credit Broking (Firm Reference No. 307511). Registered in England and Wales Number: 1507274, Mercer Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 984275. Registered office: 1 Tower Place West, Tower Place, London EC3R 5BU. All rights reserved. Copyright 2025.