Understand the deal. Explain the economics. Approach the right RWI markets. Negotiate the policy carefully. Stay close after binding.
The client gets the buffet. No client should ever have to say “you never offered me this.” We approach supportable RWI markets and put the options on the table — pre-exclusivity underwriting, representation-specific limits, primary and excess — unless you instruct otherwise. We charge the same either way.
Options such as pre-exclusivity underwriting and representation-specific limits are subject to insurer appetite, underwriting, and final policy terms.
Built for counsel, sponsors, and operating partners who need confidence without extra noise. Principal-led. Wholesale-market access. Clear role boundaries.
Whether RWI is likely to make sense, where the friction points are, and what information is needed before going to market.
Premium, underwriting fees, taxes, disclosed wholesale or platform costs if any, and how compensation works — before binding. WolfTRI is paid through the fully disclosed brokerage commission in the premium and does not charge a separate retail broker fee on top.
The model changes broker economics, not insurer underwriting discipline. Submissions run through licensed U.S. wholesale-market infrastructure to established RWI insurers.
Exclusions, retention mechanics, notice provisions, and policy wording — read against the purchase agreement and diligence record by WolfTRI’s licensed producer.
The same principal stays close for policy questions, endorsements, administrative updates, and claim-related coordination within WolfTRI’s brokerage role.
Insurance broker and producer. Not insurer, underwriter, coverage counsel, claims administrator, or law firm. Clients work with Scott Wolf, WolfTRI’s licensed producer, supported by established wholesale-market infrastructure.
If a claim-related issue arises, work runs from the actual record — policy wording, underwriting file, diligence, and deal facts — alongside client, counsel, and insurer. How we handle claims.
We do not guarantee underwriting results, policy terms, or claim recovery. Every placement depends on the insurer’s underwriting judgment and the terms of the policy issued.