At Virtus, we're built on stories. For years, we've shared them over lunch, on phone calls, and at conferences, but we rarely write them down. So, we changed that.
Our new case studies section highlights examples of how we've helped clients manage risk, simplify their programs, and find significant savings.
Here are a few of our favorites:
Turning eight benefits programs into one strategy
A private equity firm was managing benefits separately across eight portfolio companies. We built a fund-wide strategy that brought more than $3.4 million in ancillary premiums under one carrier, cutting costs by roughly 20% and saving about $680,000 a year.
Fixing the risk at its source
A quick-service restaurant franchisor was facing litigation tied to earnings projections in its Franchise Disclosure Document. Instead of simply shopping the E&O policy, we worked with the carrier, the ownership team, and the franchisor to address the underlying risk. The result: $100,000 in savings.
What 45 years on autopilot costs
A mechanical contractor had worked with the same broker since 1978 and was told its carrier was still the best option available. When we took a fresh look at the market, that carrier ranked fourth. The client saved more than six figures.
Closing the gap no one was watching
A professional athlete came to us through a trusted wealth advisor. A top-to-bottom review uncovered a major gap in his auto liability coverage that didn't reflect his actual risk. We rebuilt that coverage around his life, career, and exposure.
We have plenty more stories to tell, and we'll keep adding new case studies as our work continues.
Explore the Case Studies →
