In-house legal teams generally want a defensible process around the RWI placement — one with documented scope, transparent compensation, and a single accountable contact for the questions that surface after closing.
The RWI workstream, run alongside outside counsel and the deal team.
Engagement letters set out the placement scope, the role boundaries between WolfTRI and counsel, the diligence-record assumptions WolfTRI is relying on, and the carve-outs the insurer is being asked to accept.
WolfTRI is paid through the insurer-paid commission already embedded in the premium. The standard RWI placement model does not include a separate WolfTRI retail broker fee. Premium, underwriting fees, surplus-lines taxes, and material compensation are disclosed before binding.
Policy interpretation, schedule updates, and claim notices are handled by the Principal Broker who placed the coverage — not handed to an unfamiliar service desk.
WolfTRI provides insurance brokerage services only. WolfTRI does not provide legal, tax, accounting, or investment advice; does not interpret the purchase agreement; does not opine on legal sufficiency of disclosure schedules; and does not act as claims administrator. Underwriting, policy terms, coverage, and claim outcomes are determined by the insurer.
WolfTRI also complements rather than replaces the company’s incumbent commercial insurance broker. Existing advisors keep the go-forward property, casualty, cyber, environmental, benefits, and other renewable workstreams.
Send NDA-level parameters and the Principal Broker will follow up with preliminary indications.