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Advanced Risk Audit

Upsell Β· $497 one-time

The comprehensive risk audit for businesses with contracts, data, and people

The Advanced Risk Audit covers everything in the Standard Risk Audit plus your contracts and certificates of insurance, cyber, employment practices and D&O exposures, limits adequacy modeling, loss-history analysis, and a written 12-month risk-management roadmap.

Book the Advanced Risk Audit β€” $497

Best after the Standard Risk Audit Β· Report delivered within 10 business days

What is included

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Everything in Standard

GL, property, workers' comp, auto, and professional liability review with limits benchmarking.

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Contract and COI review

Insurance requirements in your top customer contracts, leases, and vendor agreements versus your actual coverage and endorsements.

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Cyber, EPLI, D&O exposure map

Sized to your revenue, headcount, data, and governance β€” with market pricing ranges.

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Loss-history and mod analysis

Five-year loss runs and workers' comp experience mod reviewed for errors and premium impact.

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12-month roadmap

Prioritized actions, budget ranges, and renewal-timed steps.

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60-minute debrief

Extended walk-through with a licensed producer plus 60 days of email follow-up.

$497 one-time

Advanced Risk Audit Β· written report + roadmap + 60-minute debrief

Book the Advanced Risk Audit β€” $497

Secure checkout by Stripe. Cards, Apple Pay, and Google Pay accepted.

Prefer to check out through our store? Purchase via rockwoodinsurancesolutions.com.

Who you are working with

Licensed producerDrew Evans Β· Texas NPN 9402266 Β· independent broker
E&O coverage in placeProfessional errors & omissions insurance protects your advice
Independent, carrier-neutralWe compare multiple carriers β€” not a captive sales desk
Not a government agencyNot affiliated with any government agency or program

Frequently asked questions

I already bought the Standard Risk Audit. Do I pay full price?

No β€” email us after purchasing and we credit your $297 toward the Advanced Risk Audit.

What do you need from us?

Declarations pages for all current policies, your top 3–5 customer contracts or leases, five-year loss runs (we can help you request them), and 60 minutes for the debrief.

Is the fee refundable?

If you place coverage through us within 60 days, the full $497 is credited against your first-year account.

Compliance disclosure. Rockwood Insurance Solutions offers are presented by Drew Evans, a state-licensed insurance producer (Texas, NPN 9402266), an independent broker. Errors & omissions (E&O) coverage is in place. Rockwood Insurance Solutions is not affiliated with any government agency, including Medicare, Medicaid, the Social Security Administration, or HealthCare.gov. Quotes are free and requesting one does not obligate you to purchase; submitting a quote request does not purchase or bind coverage. Coverage, availability, and pricing vary by carrier, state, and individual circumstances. Paid consultations and memberships are educational and advisory services, not insurance policies. See our Privacy Policy and Terms of Service.
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