Independent Risk Advisory
Property, Casualty, Liability & Surplus (E&S) Insurance Brokers
PROTEXA is an advisor-led, independent risk management and asset protection architecture partner for growth minded and risk attentive business owners, and wealth preservation focused families and individuals.
We combine commercial and personal insurance with strategic risk management and asset protection advisory services.
Why PROTEXA?
Real-World, Personalized, Independent Advice
Over 30 Years of Business Owner / Operator and Startup Experience
Commercial Advisory
Personalized, industry-specific insurance solutions tailored for high-growth mid-market enterprises.
Strategic Management
Comprehensive risk assessment and mitigation strategies for business owners and wealth preservation focused individuals.
Personal Advisory
Integrated personal risk management for owner / operators and individuals with high-value assets to protect.
Strategic Risk Advisory Services
We help you navigate the complexities of commercial and personal insurance to minimize risk and maximize asset protection.
We work closely with you to identify present gaps (risks) in your complex commercial and personal risk models, and make personalized recommendations to reduce the risk exposures, for liability conscious and asset preservation minded business owner / operators, families, and individuals.
Our Methodology
We utilize a two-tier system that starts with PROTEXA Initial Risk Triage (IRT) then progresses with the PROTEXA Total Risk Assessment (TRA), supported by the PROTEXA Dr. Risk Scorecard for analysis and recommendations. PROTEXA uses a structured framework to systematically review and diagnose risk (ex. no existing coverage or under covered for risk exposures), make data-driven recommendations, and place coverage with the insurance carriers that best fit your commercial and personal coverage needs.
Advisory Services
Tailored commercial and personal insurance solutions for growth minded and risk attentive business owners as well as wealth preservation families & individuals.
Commercial Insurance
Strategic evaluation and coverage for owner / operator enterprises, focusing on risk & liability mitigation, asset protection, and operational continuity.
Personal Insurance
Risk & liability mitigation and asset protection for wealth preservation conscious individuals and their families.
Strategic Risk Advisory
Consultative system and process for comprehensive risk exposure diagnosis, coverage recommendations, and coverage placement that best fits your commercial and personal needs.