Current program
Named insureds, entities, locations, policies, limits, deductibles, claims history, and renewal dates organized.
For M&A and business advisers
Put insurance on the transaction checklist before diligence compresses it.
An acquisition, sale, recapitalization, or ownership change can affect entities, locations, contracts, vehicles, employees, limits, and claims-made continuity. Bollinsure organizes the insurance workstream with the client and its advisers.
Try one client file →Introduce a transaction clientBook 15 minutesClient quoteCoverage HubReadiness toolsquotes@bollinsure.com562-COVWELL
Licensed California brokersNo broker fee4.9 on Google, 18 reviews
The transaction handoff
An insurance-readiness brief for the transaction workstream.
The brief identifies current policies, affected exposures, open documents, continuity questions, and the next insurance action without making legal or underwriting promises.
- Program map
- Entities, locations, policies, vehicles, employees, and key contracts in scope.
- Continuity questions
- Claims-made dates, prior acts, tail or runoff considerations, and named-insured changes flagged for review.
- Diligence list
- Policies, loss runs, schedules, valuations, and controls still needed.
- Transition action
- A named broker owns the insurance next step before and after closing.
Where insurance enters diligence
The operating risk behind the transaction, organized early.
Bollinsure handles insurance analysis and placement. Legal, tax, accounting, and transaction conclusions remain with the appropriate advisers.
Operational change
People, property, vehicles, contracts, products, services, and geographies affected by the transaction.
Coverage continuity
Claims-made dates, policy assignments, tail or runoff questions, and open claims flagged for coordinated review.
Post-close plan
A practical sequence for immediate evidence, short-term changes, and the next full renewal.
Where it fits
Best for transactions where the operating company matters after the close.
The strongest introductions involve established businesses, meaningful commercial premium, multiple lines or locations, employees, vehicles, property, or contract-driven exposures.
Confidential deal filesNot needed to start
Initial triageSame business day
Insurance workstreamNamed licensed broker
Underwriting outcomeCarrier decision
Agency 6013787 · Brian 0D94699 active · Aaron 4345268 active
The partner toolkit
Put the insurance workstream on the deal checklist early.
The toolkit organizes policies, continuity questions, open underwriting facts, and post-close actions without crossing into legal, tax, or accounting advice.
One-client readiness pilot
Bring one active situation. Bollinsure uses the transaction insurance diligence toolkit to establish scope, organize sources and deadlines, and return the next insurance action without requiring a broker change.
Insurance diligence checklist
Entities, policies, limits, claims, locations, vehicles, people, contracts, and renewal dates in scope.
Continuity map
Claims-made dates, prior acts, tail or runoff, assignment, and named-insured questions flagged.
Post-close action plan
Immediate evidence, short-term changes, and the next full renewal sequenced.
Deal office hours
A focused insurance workstream discussion for an active buyer, seller, or operating company.
No-cost one-client pilot
Try the transaction insurance diligence toolkit on one active situation.
Tell us your role, the recurring insurance problem, and the timing. No client files are needed here. Bollinsure will reply with the safest next step: a sample, checklist, conversation, or client-included introduction.
- No-cost one-client pilot
- No broker change or minimum volume
- Named licensed broker
- Client-controlled partner visibility
Common questions
A clean professional boundary.
What happens when I introduce a client?
A named licensed Bollinsure broker establishes the insurance scope directly with the client, gives the client a written next action, and shares limited status with the referring professional only when the client permits it.
What information is needed to begin?
The client or business name, the insurance trigger, and any real deadline are enough to start. Sensitive financial, medical, employee, or account records are not needed for the initial handoff.
Does the partnership require referrals or compensation?
No referral fee, reciprocal introduction, or production commitment is assumed. Any proposed compensation arrangement must be reviewed and documented separately before use.
Does Bollinsure need the confidential deal file to begin?
No. The parties, target date, operating business, and insurance question are enough to establish scope. Policy and underwriting information can follow directly from the client.
The path
One next step at a time.
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01
Name the transaction and target date
A warm introduction can identify the parties, timing, and insurance question without sending confidential deal files.
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02
We establish the insurance workstream
A licensed broker gathers policies and underwriting facts directly from the client.
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03
We coordinate the next action
Insurance status returns to the client and, with permission, the appropriate transaction advisers.
Start here
Bring the transaction, timing, and insurance question.
A short warm introduction is enough to establish scope. We will collect the policy and underwriting facts directly from the client.