What is a Risk Management Assessment?

The Risk Management Assessment (RMA) provides a comprehensive
evaluation of an organization’s risk profile, insurance program, contractual
risk transfer strategy, and operational controls.

Learn more with our free PDF:

Sample Risk Management Assessment

A booklet titled "Sample Risk Management Assessment" with a cover featuring an image of modern skyscrapers, prominently displaying The ABC Group logo.

Why Organizations Need an RMA

Many organizations focus on purchasing insurance but never evaluate whether their insurance program, contractual protections, and operational controls are aligned with business objectives.
An RMA helps identify:

What Will an Organization Get With A Risk Management Assessment?

Enterprise risk scorecard
Executive summary of key enterprise risks.

broker performance review
evaluation of broker strategy, placement, and service.

Insurance Program Evaluation
assessment of coverage adequacy and program structure.

risk transfer & contract review
analysis of contractual protections and liabilities

coverage gap analysis
identification of uninsured and underinsured exposures.

prioritized mitigation roadmap
actionable recommendations ranked by impact

Upon completion of the RMA, the client will receive a written final report that includes

What We Frequently Discover During an RMA

Organizations are often surprised by the risks and opportunities uncovered during a Risk Management Assessment. While every engagement is unique, common findings include:

Coverage Gaps

Insurance policies may not adequately address key operational, contractual, or emerging exposures.

Contractual Risk Transfer Deficiencies

Contracts often contain indemnification, insurance, or hold harmless provisions that fail to properly transfer risk.

Insurance Program Inefficiencies

Coverage overlaps, unnecessary policies, or inadequate limits can lead to increased costs and reduced protection.

Operational Risk Exposures

Processes, procedures, and internal controls may expose the organization to preventable losses.

Enterprise Risk Blind Spots

Strategic, financial, compliance, and operational risks are frequently managed in silos, limiting visibility across the organization.

Risk Financing Opportunities

Organizations may be able to reduce total cost of risk through program restructuring, retention analysis, and alternative risk financing strategies.

Who Benefits From an RMA

Real estate owners & developers

Healthcare organizations

Property Management companies

Manufacturers

construction firms

Private equity portfolio companies

Middle market businesses