Our Process

Get in touch today to discuss how our expert consultants can provide tailored solutions to drive your business forward. Our dedicated team is ready to assist with any inquiries and ensure your consulting needs are met with precision.

discussing in the office.

Formation

Unitas partners with Clients introducing the dynamic of ownership to the brokerage relationship. Ownership leads to better clarity and more profitable outcomes. Our process does not require capital investment, insurance knowledge, or a time commitment. We manage the consulting engagement on a turnkey basis, delivering end-to-end solutions.

Connecting puzzle pieces.

Brokerage DNA

Unitas Brokerage operates as a Risk Management General Contractor building a team of professionals tailored for the Client’s specific risk profile needs. Our service team members are stake holders as well assuring that all parties are rowing the same direction and in rhythm. Client goals and objectives are our North Star.

Handshake.

Exit

Our model allows for the liquidation of the Captive Brokerage or any one Partner participant providing an option for liquidity on demand. Unitas will oversee the auction of the asset completing the transformation of a traditional business expense to a manufactured revenue source releasing dormant, hidden value.

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