Certificates, renewals, contracts, and claims โ handled every month
The Risk Management Portal is a monthly membership for business owners who do not have a risk manager: a certificate-of-insurance request desk, a policy and renewal calendar, insurance-clause review for new contracts, claims coordination, and quarterly risk check-ins with a licensed producer.
Join the Risk Management Portal โ $99/moCancel any time ยท Unlimited COI requests
What members get
COI request desk
Certificates of insurance for customers, landlords, and GCs issued and tracked โ usually same business day.
Policy and renewal calendar
Every renewal, audit, and premium due date tracked with 60/30/7-day reminders.
Contract clause review
Send us the insurance section of a new contract or lease before you sign; we tell you what it requires and what it costs.
Claims coordination
We report, document, and follow up with adjusters so you can keep running the business.
Quarterly risk check-ins
A 30-minute call each quarter to catch new vehicles, hires, locations, and exposures before renewal.
Policy vault
Dec pages, endorsements, COIs, and loss runs organized in one place.
Risk Management Portal ยท month-to-month, cancel any time
Join the Risk Management Portal โ $99/moSecure 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
Frequently asked questions
Is this insurance?
No. The Portal is a risk-management service membership. Your policies and premiums stay with your carriers.
Do we have to move our policies to you?
No. The Portal works with your existing carriers and agents, though members who consolidate with us typically see faster COI turnaround.
Can we cancel?
Yes โ month to month, any time from your Stripe receipt link or by email.
