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Risk Management | Insurance | Experience Modification 2017-09-25T08:53:57+00:00

Real Partnership | Real Value

Insurance has been done the same for decades and it’s time for change.  Simply quoting your insurance and having great customer service should be the minimum expected. At Whiteboard, we passionately believe you should start expecting more from your broker. Our entire business is designed to help companies minimize risk, protect their bottom line, and maximize their growth, regardless of where the insurance is placed. In every area of our firm we are committed to being a company that is a catalyst for change in an archaic industry.

Our Proven Process Produces Results

1. INITIAL MEETING

Meeting is vital in our process. The goal of this initial meeting is to determine if our companies will fit together. This will lay a foundation for our long term partnership by setting expectations on both sides. Typically this meeting runs 15-20 minutes and we will both know if it makes sense to move to the next step.

2. ANALYSIS

This allows us to mutual deep dive into the insurance and non-insurance expenses and exposures of your company. We will ask you questions you would never expect to hear from an insurance broker. We are going to determine where we can impact your management team’s time, uncover the company’s uninsurable liabilities, and determine which of our solutions can put money back on your bottom line.

3. SOLUTIONS PROPOSAL

This is where we provide our strategies on how best to protect your company, save your management team time, and have the largest impact to your bottom line, regardless of the insurance placement. By this point you will have enough information to make an educated business decision to determine if a partnering with an insurance brokerage that delivers total risk management makes sense for your company.

4. PARTNERSHIP

The goal of two companies partnering together is to make both sides stronger. We are committed to relentlessly communicating with you, constantly innovating for you, and standing by you through everything. The commitments we are looking for in our client partners are transparency, communication and willingness to share what Whiteboard has done for your company.

WE OFFER A VARIETY OF CREATIVE RESOURCES TO SUITE EVERY NEED

No matter what you do, risk is an inherent part of every business. Some of that risk can be accounted for through insurance, but there are risks in every industry that are uninsurable. So how does a company account for these uninsurable risks? The key is partnering with a risk advisor that delivers true risk mitigation as opposed to an insurance agent that only places insurance. Whiteboard believes you should have a partner that looks beyond insurance and provides solutions for these risks that other brokers simply ignore. From human resources & legal consulting, to safety manuals, employee handbooks, drug testing, OSHA concerns and many more, just know that Whiteboard’s Risk Management platform helps protect you in ways no other broker can. It’s time for brokers to earn their commissions and for you to start expecting more.

Have you ever had computer problems? Of course you have. That’s how computers work.  They lure you into a false sense of security with all their cool updates and apps and futuristic features, and then when you least expect it and really need them, they strike. All of a sudden, the system is down. That email won’t send. That file is gone. All hope is lost.  You know how it works. There is nothing worse than relying on a broken system. Unfortunately, if you’re a business owner, that’s exactly what you’re doing every day on the job. The system that I’m referring to is called Workers’ Compensation. It was originally put in place to be a good thing. People that get hurt at work should definitely get help getting healthy again, and their employer shouldn’t have to live in fear of paying for all of the medical bills that come along with it in one lump sum. That system today works very differently. It’s essentially legal fraud.  Every employer is legally required to have workers’ comp insurance and once they have it, everyone in the system, bar none, makes more money the higher the employer’s claims costs are. Everyone in the entire system is incentivized to make claims appear worse than they actually are. So, we’re stuck with a broken system, but what can you do, right? Well, it turns out you can do a lot… or we can, at least. At Whiteboard, we are able to get involved with claims in order reduce claim costs. First, we go through claims history in order to correct mistakes or miscommunications between those handling claims. We then get involved with open claims to resolve the claim quickly and in the best interest of the employer. Finally, we are involved at the time of incident going forward in order to either eliminate claims before their inception or manage them to a favorable result.  All of this results in reduced Experience Modification Rates and ultimately a massive reduction in workers compensation premiums.

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Companies today face more challenges than ever before. New risks emerge around every corner, and traditional exposures take on new costs and complications. At Whiteboard Risk, we understand this fact. Managing risk is the challenge that drives our company to deliver robust, client centric solutions that not only reduce the overall cost of an insurance program, but also bring new dimensions to a risk transfer strategy. This focused discipline carries through design of a program structured to your company’s needs, implementation of a solution that delivers value, and management of losses and claims that goes beyond the expected. Whiteboard Risk is a full service insurance broker and provides all lines of commercial insurance from general liability, workers compensation, auto, property, professional liability, bonds and many more.

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Is your employee benefits plan designed to mitigate risk, increase employee retention, and ultimately put you on your path to success? Whiteboard Risk works to understand your company identity, culture, and vision to ultimately put you in a position to achieve your goals. While we analyze and market your benefits portfolio and help you place new plans and programs, our goal is to be your strategic partner to reduce any possible road blocks that would stand in the way of achieving success. From there we help develop and implement a strategy that will align your company toward the results you and your employees desire.

Meet The Founders

Jeff Dow
Jeff DowPartner | Founder
Dallas Hewett
Dallas HewettPartner | Founder
John Tillery
John TilleryPartner | Founder

Whiteboard’s story began in 2014 with three like minded individuals having a candid discussion about an archaic industry. Prior to founding the company Jeff, Dallas, and John successfully worked at agencies in both San Diego and Chicago. While coming together to discuss how to innovate for their clients it became very clear that all three founders had a similar vision and passion about the insurance and risk management industry. After investing everything they had to format a resource and consulting platform, the market began to realize the value Whiteboard brought to the table. The founders are active in all aspects of the business and continue to thrive and push the company to expand it’s services and ultimate value to their client partners.

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Some Words From Our Clients

“This team is truly an example of real innovation. Bringing together new technologies to an old industry, Whiteboard Risk is a pioneer who is proving to dominate and redefine the Commercial Risk Management industry. I highly recommend these guys. And it’s a huge bonus when they’re also very fun to work with.”
KYLE PALANIUK, VIP MORTGAGE
“This team brings innovative solutions to insurance. I highly recommend them because they are not only good at what they do, but also a genuine team!!!”

CAMI SMITH, PEDIATRIC NEUROLOGY THERAPEUTICS
“I have had the pleasure of doing business with Dallas for several years. He is incredibly knowledgeable and always puts his client’s needs and best interest first. I have not only placed a large amount of business with Dallas and Whiteboard, but also referred them to several other friends and business partners who have also gotten the same high level of service that I received.”
KEITH MILES, SUN COAST REMODELERS
“We have worked with Jeff for several years and have been extremely impressed with his knowledge and service. His company continues to help our business increase our safety and insurance portfolio, which has saved us valuable time and money in this ever changing economy.”
ANGELA HODGDON, G8 DEVELOPMENT
“We used to think of our insurance broker as just someone who provided us with a policy until we started working with Whiteboard. Whiteboard has helped us install and manage numerous compliance and safety materials such as our Injury Illness Prevention Program and Formal Staff Training. The work they have provided is unmeasurable and I consider them an asset to all of my companies.”
RICHIE ROBISON, ALLIED MEDICAL WASTE
“Whiteboard Risk is focused on being consultative and creative when transferring a client’s risk. I have the pleasure of meeting its managing partner John Tillery at Symphony Towers in San Diego where a lawyer commended him for helping one of his clients obtain an essential commercial real estate deal in San Francisco. John and his team are dependable and transparent in their work. I would recommend him and his team to anyone in my professional circles.”
PRINCE SEFA-BOAKYE, UR Business Network
“As a growing business, partnering with Whiteboard was a decision that made sense for us. On top of managing our insurance policy, the risk management and HR assistance provided by Whiteboard is invaluable to our company and our employees. We did not even have to change our insurance carrier when switching to Whiteboard. I would recommend to any distillery or brewery to sit down with Whiteboard and see what services you are missing out on with your current broker.”
Mariah Veis, KOVAL DISTILLERY

Please email or call us anytime. If you’d like us to reach out go ahead and complete the form to the right and someone on the Whiteboard Team will be in touch soon. Thanks!