Independent Broker Services

Smaller brokerage firms occasionally have the opportunity to quote and work with larger, more sophisticated operations. In many cases, they are already the most trusted and effective relational asset to those clients—deeply connected, highly responsive, and well-aligned with the company’s culture. However, when facing more complex risks or unfamiliar industry requirements, these brokers may find they need additional support and specialized consulting to compete at a higher level.

That’s where we come in. Through our subscription-based programs and flexible stand-alone engagements, Fortify Risk Management partners with local brokers to enhance their capabilities and expand their reach. We help them navigate the intricacies of risk assessment, insurance placement, and program structure—empowering them to confidently pursue and win accounts that may exceed the scope of their day-to-day operations.

Our services are designed to strengthen the broker-client relationship, not replace it. We operate behind the scenes as an extension of the broker’s team, providing high-level expertise in risk management strategy, policy review, and exposure analysis to help secure accounts that demand advanced knowledge and tailored solutions.

In addition, we offer a range of client-facing services, including proactive risk management support, claims oversight, and ongoing consultation. To learn more about how we can support your brokerage and your clients, please reach out—we’re here to help you close the gap and close the deal.