Packages

Three ways to work with us

Paid only by you. No money from insurers or brokers. Ever.

Free

Free

Tender Readiness Snapshot

  • Score out of 100
  • Six area scores
  • Your top three gaps, and why they matter
  • Key dates worked back from your renewal
  • One-page PDF by email, after work-email verification
Get my score

Diagnostic & Tender Pack

USD 4,888

No GST

  • Full diagnostic of your broker arrangements
  • Benchmark ranges, each with its source
  • Proposed broker long list, alphabetical, not a ranking
  • Weighted scorecard you can adjust
  • Timeline worked back from renewal
  • Editable Word tender documents on your own letterhead
  • Tasters of the full tender method
  • Reviewed and released by Steve within 2 business days
  • 24-hour full refund if you change your mind, until your report is released

Buying opens soon. Book a free call in the meantime.

Bespoke packages

From USD 11,888

  • Broker Earnings Review, from USD 11,888
  • Managed Broker Tender, from USD 22,888
  • Steve delivers the work hands-on
  • Fixed price agreed after a free 30-minute scoping call
Book a free 30-minute call

The terms in plain English

  • Book a bespoke package within 90 days of paying for the pack and the full amount you paid is credited against it.
  • 24-hour full refund, until your report is released. Change your mind within 24 hours of paying and we refund what you were charged. Once your report is released, there is no refund.
  • Pay by card through Stripe Checkout, or ask for an invoice with 14-day terms. Work starts when payment arrives.
  • For organisations only. Buying needs a verified work email.
  • Brokers may use the free tool. The paid pack is for buyers of insurance, not for brokers.
  • All prices are in USD. No GST is charged.

See the full terms.