A coverage scorecard
Every line of your program rated, with the limits and deductibles that matter called out.
Free Insurance Assessment · For Businesses with $2M+ in Revenue
Find out what your insurance program is missing. In one business day.
Upload your current policies. Our advisory team returns a line-by-line technical risk assessment of your coverage, scored against businesses like yours, with the gaps and the fixes. No cost, no obligation to move your insurance.
- 50+ carrier markets
- Licensed coast to coast
- CB Insights Insurtech 50, 2026
- Dedicated advisory team
What You Get
Clarity before you make a move.
Your gaps, in dollars
Where a loss would land on your balance sheet today, and what closes it.
A recommended program
What a complete program for a business like yours looks like, and roughly what it costs.
Prepared by Summit's advisory team and reviewed by a licensed broker before it reaches you.
How It Works
Two minutes in. A sharper program out.
01
Upload your policy documents
Takes about two minutes. PDFs, renewal proposals or a summary all work.
02
We analyse your program
Our advisory team benchmarks your coverage, limits and pricing against your industry.
03
Your Executive Deck arrives
A clear, plain-language report lands in your inbox within one business day of receiving your documents.
04
Walk through it with an advisor
A 20-minute call to talk through the gaps and your options. No pressure to move.
Most businesses discover two to three material gaps.
Who This Is For
Built for businesses with something at stake.
- Construction and trades
- Manufacturing
- Technology and SaaS
- Professional services
- Real estate and property management
- Hospitality groups
Not the right fit?
If your business is under $2M in revenue or you need coverage today, our quote path is faster.
Get a QuoteStart Your Assessment
Your current program, made clear.
What Clients Say
A second opinion you can use.
4.9 from 480+ Google reviews
“Specific, direct and actually useful.”
Manufacturing group, Ontario
“We found a gap before our renewal did.”
Technology company, British Columbia
“The first broker conversation that felt like advice.”
Property management group, Alberta
FAQ
Questions, answered.
Is it really free?
Yes. It is how we start every advisory relationship. There is no obligation to move your insurance.
What do you need from me?
Your current policies or renewal proposal. A summary of insurance works too.
Who prepares it?
Summit's advisory team, using our own analysis tools; a licensed broker reviews every assessment before it is sent.
How is my data handled?
Documents are used only to prepare your assessment and are stored in our CRM under our privacy policy.
What happens after?
A 20-minute call to walk through it. If you want us to go to market, we can; if not, you keep the assessment.