Working in partnership to place a global complex insurance programme

Read our latest case study to see how Jason Cohen, Head of Business Development at Hamilton Leigh, helped a CFO Centre client place a global insurance programme at a competitive rate in a highly efficient timeframe in partnership with our international specialty broking business, Specialist Risk International (SRI).


Jason began engaging with CFO Centre client, Stuart Hood, who is an international leading advisor working within the energy, refining and chemical sectors, providing Stuart with advice and assistance around the placement of one of his clients’ global insurance programmes.


The UK Limited company, with international presence, were part of a global insurance programme stemming from the US, but given potential forthcoming structural changes, Stuart was keen to explore an insurance programme that stemmed from the UK and could then cover the business on the same international basis of cover.

Stuart and Jason engaged extensively to discuss the covers the business currently had in place, the markets available and the practicalities around the structure of the programme. Although, at this renewal it was not the right time for the business to move their insurances, Stuart took great value from his interaction with Jason to understand that this could be done and how.

Stuart was incredibly complimentary of the work carried out by Jason and Kevin quoting

“Jason has proven to be an invaluable partner for me and various clients, supporting us in not only obtaining a competitive price but more importantly, reviewing the suitability, and in some circumstances adequacy, of cover. In this particular case, it was vital that our cover remained stable and at competitive premiums. Given the more complex nature of this business case mentioned, I am very grateful to Jason and his international counterparts for making it such a seamless process.”


At the next renewal, Jason and Stuart put their plan into action and at this point Jason engaged with Kevin White, Account Director at SRI. SRI have a vast amount of experience working with global insurance markets and this was paramount to ensuring Stuart had the most comprehensive insurance coverage which captured all elements of risk across the regions they operated in.

Following a detailed review of the Group’s insurances, which involved an in-depth gap analysis of the existing policy wordings, Kevin carried out an extensive marketing exercise which included London, US, and Asian markets.


The team at SRI utilised their Worldwide Broker Network membership relations to ensure that the current insurers were advised of Hamilton Leigh being the newly appointed broker, and to formalise this appointment and access local markets in the US for the Professional Indemnity (PI) and Cyber policies.

Working in partnership with their US markets, SRI were able to secure continuous Cyber cover, with broader worldwide coverage at a competitive rate. Similarly with the PI and Directors’ and Officers’ (D&O) policies, SRI negotiated competitive premium rates with insurers in the name of the umbrella company, which was based in the British Virgin Islands, ensuring global cover for the entire group.