Project Details
Coverage Review Sprint
Northline Logistics faced expiring policies and new vendor requirements after expanding into two more states.
We ran a rapid coverage audit, negotiated renewals, and ensured certificates matched every contract.
Client
Northline Logistics
Category
Protection & Insurance
Budget
21,000$
Date
May 2, 2024
Goldenleaf cataloged liabilities across fleet, warehouse, and cyber exposures, highlighting underinsured areas in plain language.
With a refreshed renewal calendar and escalation paths, the ops team can respond to carrier requests in hours--not weeks.
How the plan came together
The sprint balanced compliance with cash flow so leadership stays protected without overpaying.
Policy Inventory Matrix
Mapped each policy, limit, deductible, and stakeholder in a single dashboard.
Coverage Gap Brief
Outlined missing endorsements and suggested riders to satisfy vendor contracts.
Negotiation Dossier
Prepared data packs and talking points that reduced premiums during renewal.
Renewal Command Calendar
Alerts, owner assignments, and document checklists for every policy keep renewals calm.