Case Studies

Real Outcomes.
Real Clients.

De-identified placements where pricing, insurer appetite, claims history, location, or occupation made cover harder than usual.

133+ case studies across property, liability, professional indemnity, healthcare, life sciences, and management liability.

Professional Indemnity

PI cover for professionals and consultants

Professional Indemnity 3 days to cover

Medical Centre Group

Multi-location healthcare group with PI cover in 3 days

Professional Indemnity 3+ referrals overcome

Multidisciplinary Engineering Consultant, Renewable and Overseas Exposure

PI and PL placed for a multidisciplinary engineering consultant after several markets referred or declined over renewable energy and overseas exposure.

Professional Indemnity 6 declines overcome

Petroleum Engineer: Six Declines, International Operations

Petroleum engineering consultancy with 100% international operations declined by six insurers on occupation alone. Placed through a specialist underwriter - the market that ultimately provided terms.

Professional Indemnity Hard-to-place risk

Waterproofing Consultant

Construction consultant who couldn't get cover anywhere

Professional Indemnity ~28% saving at renewal

Solo Bookkeeper, New Business

Sole-operator bookkeeper sourced combined PI and PL at around $950, then re-placed at renewal for around $675 as the practice evolved

Professional Indemnity 5 insurers compared

Bookkeeper & Tax Agent Startup

Budget-conscious startup compared PI quotes across five insurers and multiple limit options

Professional Indemnity $2.5M limit placed

Advisory Firm With Professional Standards Limit

Advisory and accounting firm secured a $2.5M costs-inclusive PI structure after markets declined or referred

Professional Indemnity $500K PI placed

New Tax Agent Startup, TPB Limit Review

Startup tax agent and advisory practice compared TPB limit options and placed Keystone PI terms

Professional Indemnity ~$600 gross premium

Fast Tax Agent PI Placement With Keystone

Tax and accounting services practice placed with Keystone after comparing three PI markets

Professional Indemnity ~$525 saved vs highest quote

Solo Beauty Therapist with Lash Education Services

Solo owner-operated therapist offering treatments and eyelash extension training on live models. The education component made PI essential. Placed combined PI and PL at ~$575 against quotes up to ~$1,100.

Professional Indemnity 240% quote spread navigated

Established Day Spa - PI, PL & Business Pack

Established day spa with 3 insurer declines on occupation. PI quote spread of 240% between lowest and highest. Full programme placed across PI, PL, and Business Pack.

Professional Indemnity Dual occupation placed

NDIS Occupational Therapist - Dual Occupation Placement

NDIS-registered OT with a 50/50 dual occupation split between occupational therapy and disability care work. Getting the risk description right was key to avoiding underinsurance.

Professional Indemnity 2 declines, 3.4x spread

Design Consultancy - Retail & Townhouse Projects

Interior design and architectural consultancy working on retail centres and townhouse developments. Two insurers declined on occupation. Vero placed at roughly half the next cheapest quote.

Professional Indemnity Unlimited retroactive

Early-Stage Residential Practice with Heritage Work

Young sole practitioner launching a residential architecture practice with heritage consultancy. Retroactive cover was the deciding factor across three quoting insurers.

Professional Indemnity Same-day placement

Newly Registered Architect, First Year

Newly registered sole practitioner in their first year of trading. Four insurers quoted for $1M PI. Same-day turnaround from call to confirmation.

Professional Indemnity 3 declines overcome

Architectural Lighting Design - Three Declines, One Market

Specialist architectural lighting design consultancy. Three insurers declined on occupation. Woodina provided terms for this niche. Same-day urgent placement.

Professional Indemnity 40% renewal saving

Construction Project Manager - Five Insurers, Competitive Placement

Construction project manager placed at $2,050 across five insurers, with two declining on occupation. Renewed at 40% lower premium the following year.

Professional Indemnity 3 declines overcome

New Project Manager - Navigating Limited Experience

Project manager with one year of experience placed after three of six insurers declined on trading history. Woodina provided the terms that secured the placement.

Professional Indemnity 5 insurers quoted

Legal Researcher PI: Getting the Right Cover in Place

Sole operator legal researcher needed $2M PI to be appropriately covered. 'Legal consultant' occupation created complexity at underwriting. Five insurers quoted with comparable terms. Placed with Chubb at best price.

Professional Indemnity 4 declines overcome

International Marketing Consultant: Four Declines, Same-Day Placement

Marketing consultant with 40% international revenue from FinTech and eCommerce clients. Four PI insurers declined on jurisdiction. Full programme placed same day through Brooklyn (PI) and Coalition (Cyber).

Professional Indemnity $2M PI + Cyber

Accounting Practice PI and Cyber Cover

Accounting practice placed $2M PI with Hutch and linked standalone Cyber cover with Coalition

Professional Indemnity 3 declines overcome

Sole Trader Draftsperson, New Business

New sole trader civil draftsperson placed after 3 insurer declines. Renewal market comparison revealed a 3.3x price spread across five insurers.

Professional Indemnity 5 declines overcome

Facade Glazing Engineer: Five Declines, One Market

Queensland facade glazing engineer with 18 years' experience. Five insurers declined or quoted unworkable premiums due to the 'structural' label. One specialist underwriter found.

Professional Indemnity 3 declines overcome

Fire Protection Consultancy PI: What the Market Covers and What It Doesn't

A NSW fire protection consultancy needed $1M PI for their advisory work. Three insurers declined on occupation. Competitive terms obtained through Woodina.

Professional Indemnity 5/6 declines on occupation

NATA-Accredited Geotech: 5 Business Pack Declines

NATA-accredited geotechnical firm in New South Wales. On this placement, five of the six insurers we approached declined a basic business pack on occupation alone. Full PI, PL, and business pack suite placed through specialist markets.

Professional Indemnity $10M PI placed

Startup Geotech Firm: $5M to $10M PI

An experienced geotechnical engineer who had recently started their own practice wanted to lift their PI limit to $10M. Multiple declines navigated. Placed at $15K.

Professional Indemnity $10M XS layer

Engineering Consultancy: $10M XS Layer to Reach $20M

An engineering consultancy came to Tank with a 5x5 PI structure already in place. A few months later, a larger project required $20M total cover, so we went to market for a further $10M excess layer above the existing programme.

Professional Indemnity $100K+ PI quote

Geotech PI for Infrastructure Megaprojects

Victorian geotech consultant on landmark tunnelling and rail projects. PI quote exceeded $100,000 for $5M cover. Megaproject exposure drives pricing, not revenue.

Professional Indemnity 2 critical exclusions found

Engineering Geologist: Policy Wording Gaps Exposed

Sole-trader engineering geologist compared three PI wordings. Cheapest excluded pre-purchase reports and building certificates - core weekly services. Only one policy matched the actual scope.

Professional Indemnity 6 declines overcome

HVAC Mechanical Firm: Dual PI + PL, Six Declines

HVAC and mechanical services firm with dual PI + PL risk. Project management activities required separate PI - six insurers declined on initial placement. Placed through Woodina. Four further declines navigated at renewal. Active multi-renewal client.

Professional Indemnity 3 consecutive renewals

Sole Trader Developer: Two Declines, Three Renewals

Senior sole trader software developer declined by two insurers on an aggregator platform. Placed through Woodina and renewed three consecutive times, with a mid-cycle revenue change resolved through direct underwriter contact.

Professional Indemnity 2 underwriters did not quote

Cross-Border Consultant: GBP Contract Requirements, Additional Insured Endorsement

Sole operator software consultant with cross-border revenue needing PI and PL that met specific contract requirements from a FTSE-listed client. GBP minimum thresholds, additional insured endorsement, and indemnity to principals clause confirmed. Renewed cheaper than aggregator pricing from the same insurer.

Professional Indemnity Full suite placed

Forensic Structural Engineer: Two Declines, Full Suite Placed

A Queensland sole-practice structural engineer combining standard design with forensic and rectification work. Two insurers declined on occupation. PI $5M, PL $20M, and Cyber $1M placed across three specialist markets.

Professional Indemnity 4 declines overcome

Structural Engineer: Pool Inspections, Four Declines, One Market

WA sole-trader structural and civil engineer needing a higher PI limit at renewal. His own insurer declined. Four further insurers declined on occupation. Best available terms obtained from a specialist market with appetite for the risk.

Professional Indemnity 2.6x price spread

Structural Engineer: Increasing PI to $10M, 2.6x Price Spread

NSW structural and civil engineer wanted to increase his PI to $10M to pursue larger project work. His existing insurer couldn't accommodate it. Two workable quotes obtained from specialist underwriters at a 2.6x price spread.

Professional Indemnity 7x price spread

Civil Engineering Consulting PI — 7x Pricing Spread

Gold Coast civil engineering consultancy. Four underwriters quoted identical $2M PI cover — cheapest at $1,500, most expensive at $11,000. The 7x spread explained.

Professional Indemnity $10M tech liability, ~$4,500 saved

Software Firm, Two Policies Consolidated into One $10M Technology Liability Program

How we consolidated a software firm's two-policy technology and cyber program into one combined technology liability policy with $10 million PI, at around $54,000 a year, saving around $4,500 against the expiring program.

Professional Indemnity PI placed after two occupation declines

Sole Trader Pre-Handover Inspector, $1M PI and $10M Public Liability After Occupation Declines

How we placed $1 million professional indemnity and $10 million public liability for a sole-trader pre-handover building inspector with fifteen years in building, after two insurers declined the occupation for PI and one for liability.

Professional Indemnity FI PI remarketed two years running

Investment Business, Financial Institutions PI Remarketed at Two Consecutive Renewals

How we remarketed an investment business's financial institutions professional indemnity at two consecutive renewals, holding the incumbent in year one at around $21,900 and moving to a new market in year two at around $20,400 against a renewal offer of around $22,000.

Professional Indemnity $2M advisory PI at ~$15,000

Corporate Advisory Consultancy, $1M and $2M PI Options From Three Specialist Markets

How we placed $2 million professional indemnity for a corporate advisory consultancy with a clean energy and investment banking background at around $15,000, with three specialist markets quoting $1 million and $2 million options side by side.

Professional Indemnity Fund manager PI, D&O and cyber

Boutique Global Equities Fund Manager, PI and D&O Placed After Three Declines, Cyber Added, Program Held at Renewal

How we placed combined PI and D&O for a boutique global equities fund manager at around $10,700 after three markets declined the occupation, added cyber at around $6,000, and held the program at renewal when four further markets declined or indicated $20,000 plus.

Professional Indemnity Layered PI after 5 declines

Technical Inspection Consultancy Serving Defence and Critical Infrastructure, Primary and Excess PI After Five Declines

How we placed professional indemnity, built as a primary and an excess layer, with public liability for a technical inspection and risk advisory consultancy working for defence, critical infrastructure and government clients at around $16,200 a year, after five markets declined.

Professional Indemnity $2M geotech PI after 9 declines

Sole Trader Geotechnical Consultant, $2M PI Placed After Nine Occupation Declines and Renewed

How we placed $2 million professional indemnity for a sole-trader geotechnical consultant at around $9,700 after nine markets declined the occupation, then renewed it at around $12,000 with a higher excess against an alternative of $15,000 plus and two further declines.

Professional Indemnity Travel agency PI at ~$12,700

Online Travel Agency With Fees Grown Fourfold, PI Placed at Around $12,700 Against Quotes to $18,000

How we placed professional indemnity for an online travel agency whose gross fees had grown roughly fourfold in a year to more than $8 million, at around $12,700 a year against alternatives of around $16,200 and $18,000, with five markets referring and one declining.

Professional Indemnity $5M PI + $20M PL at ~$7,600

Structural Consultant and Quantity Surveyor, $5M PI and $20M PL on One Policy After Three Declines

How we placed $5 million professional indemnity and $20 million public liability for a sole practitioner splitting structural engineering, including temporary works sign-off, with quantity surveying, at around $7,600 a year after three markets declined.

Professional Indemnity $5M PI with PL at ~$9,300

Structural Advisory, Forensic Investigation and Expert Witness Consultancy, $5M PI at Around $9,300

How we placed $5 million professional indemnity with public liability for a newly established structural advisory consultancy offering forensic investigations, peer reviews and expert witness services at around $9,300 a year, against an alternative of $25,000 to $40,000.

Professional Indemnity Drafting PI + PL at ~$13,800

Precast Shop Drawing and BIM Consultancy, PI and PL Placed at Around $13,800 With No Design Responsibility Declared

How we placed professional indemnity and public liability for an established precast concrete shop drawing and BIM consultancy at around $13,800 a year, with three markets quoting and one declining, and the no-design-responsibility position documented for the underwriter.

Public Liability

Liability cover for contractors and high-risk operations

Public Liability $20M PL placed

Edge Protection Installer: $20M in a Limited Market, Renewed

Sole trader installing perimeter rail and edge protection on residential builds. A limited market for safety-installation trades; $20M PL placed and renewed in year two.

Public Liability $20M PL secured

Earthmoving Contractor, Tier 1 Projects

NSW earthmoving contractor secured $20M PL with comprehensive terms after 5+ insurer declines

Public Liability <24hr turnaround

Dangerous Goods Freight Extension

Road freight operator needed dangerous goods cover urgently so lined-up work could commence. Turned around inside 24 hours.

Public Liability $20M PL placed

Mine-Site Subcontractor, $20M Public Liability

WA sole-trader poly-welding subcontractor placed at $20M PL after eight insurer declines, with indicative terms back within about a day.

Public Liability $20M PL placed

Scaffolding Contractor, $20M Public Liability

Small NSW scaffolding contractor secured $20M public liability through a specialist market in a limited height-work market.

Public Liability $20M renewed

Growing Scaffolding Contractor, $20M Renewal

Sydney scaffolder working to 12 metres renewed $20M products and public liability with the incumbent after alternatives quoted more than twice the price.

Public Liability $20M PL + $1M PI placed

Two-Person Termite and Pest Business, $1M PI and $20M Public Liability

How we placed $1 million professional indemnity and $20 million public liability for a two-person termite inspection and pest control business in its first year of trading, at around $2,700 a year through a specialist pest facility.

Public Liability PL placed after occupation decline

Hotel and Pub Housekeeping Cleaner, Public Liability After an Occupation Decline

How we placed public liability for a small cleaning business doing hotel and pub housekeeping plus after-hours office cleaning at around $2,000 a year, after a mainstream insurer declined the occupation.

Public Liability $5M PL at ~$400, held at renewal

Sole Trader Electrician, $5M Public Liability Placed and Held at Renewal

How we placed $5 million public liability for a sole-trader electrical contractor at around $400 a year against quotes up to around $1,100, then held the price at renewal with three alternatives at around $800 to $1,400.

Public Liability Three trades, one policy, ~$3,000

Sole Trader Running Handyman, Pest Control and Cleaning Under One ABN

How we placed combined professional indemnity and public liability for a sole trader running handyman, pest control and cleaning services under one ABN, at around $3,000 a year, after one facility declined to offer formal terms.

Public Liability Asbestos liability at ~$31,600

Asbestos Removal Contractor, Liability Remarketed Across Three Specialist Markets

How we remarketed an established asbestos removal contractor's liability program across three specialist markets, with quotes from around $31,600 to around $65,400 for the same risk, and placed it below the quote the client already held.

Public Liability $20M PL for a solo demolisher

Sole Trader Residential Demolition, $20M Public Liability Placed for a Licence Application

How we placed $20 million public liability for a sole-trader residential demolition contractor in western Sydney at around $6,900 a year, after one market declined the occupation and another declined on target premium.

Public Liability $20M PL + $22,700 plant program

Utility Services Contractor, $20M Liability Remarketed and Excavation Plant Insured

How we placed $20 million public liability for a utility services contractor at around $15,200 with the client's requested narrowing of the underground services exclusion put to the underwriter before binding, then insured two high-value plant units at around $22,700 against indications of $32,600 and $50,000 plus.

Public Liability Importer products liability ~$11,200

Stone Importer, Products Liability Renewed With Quality Control and Standards Endorsement Weighed

How we renewed public and products liability for a stone importer at around $11,200 after one market declined on target pricing, with quality control and right of recourse against suppliers confirmed and an Australian Standards endorsement weighed against price.

Public Liability Crane, truck and $20M PL at ~$7,900

Newly Established Crane Operator, $240K Crane, Support Truck and $20M Liability on One Package

How we placed plant cover on a $240,000 crane, commercial motor on the support truck and $20 million public liability for a newly established crane operator at around $7,900 a year, with substituted hire costs added, after nine markets declined.

Public Liability Packing facility PL after 5 declines

Medication Packing Facility Serving Pharmacies, Public Liability Placed After Five Declines

How we placed public liability for a medication packaging facility serving pharmacies at around $4,100 a year after five insurers declined on revenue or occupation, while the property program was taken to the specialist market separately.

Public Liability ~$6,800 premium

Civil Plumbing Contractor, Liability Across a Narrow Market

Plumbing contractor with civil works and jetting exposure, repeatedly declined, with an occupation recorded as domestic-only

Public Liability $20M limit

Plasterboard Importer, $20M Public and Products Liability

Importer distributing plasterboard to wholesalers needing $20M public and products liability after referrals and declines on appetite

Commercial Property

Insurance for commercial buildings, retail strips, warehouses, and industrial properties

Commercial Property 10 declines overcome

Flood-Zone Retail & Accommodation Complex, Northern NSW

Multi-tenanted former hotel in a flood-prone area. 10 insurer declines. Placed as ISR at around $80,000 including flood cover.

Commercial Property ~$29K saved

Multi-Tenanted Industrial Building, Western Sydney

Industrial building with a tenant mix outside standard insurer appetite. Only quote was over $44,000. Placed at around $15,000 - saving $29,000.

Commercial Property 6 declines overcome

Commercial Strata with Difficult Tenancy, QLD

Small commercial strata centre where premium and excess tripled due to a difficult tenant. Six underwriters declined.

Commercial Property 7 declines overcome

Vacant Commercial Warehouse, Melbourne

Vacant warehouse with no active tenants. Seven mainstream insurers declined. Placed through specialist underwriter.

Commercial Property ~$7K saved

Owner-Occupied Warehouse, Melbourne West

Owner-occupied warehouse in a multi-property portfolio. Multiple declines. Placed at $2,400 vs $9,000+ alternative.

Commercial Property 4 quotes, $14,100 to $30,300

1975 Commercial Building With a Fitness Centre Tenant, Four Quotes More Than $16,000 Apart

How we remarketed a 1975 iron and aluminium commercial building on the NSW South Coast whose principal occupant is a fitness centre, with five insurers declining and four quoting from around $14,100 to $30,300, and placed it at around $14,100.

Mixed-Use Property

Property insurance for buildings combining residential and commercial tenancies

Mixed-Use Property 8 declines overcome

Heritage Mixed-Use with Hospitality Tenancy

1920s heritage building with cafe and residential tenants. Came to us uninsured after 8 declines.

Mixed-Use Property ~$3,600 saved

Mixed-Use with Medical Tenancy

1910s double-brick building with allied health practice and residential units. Non-renewed by previous insurer.

Mixed-Use Property 11 declines overcome

Three-Tenancy Mixed-Use with Boarding House

1910s building with food retail, apartment, and boarding house. 11 insurers declined.

Mixed-Use Property 11 declines overcome

Dual-Occupancy Commercial/Residential

1920s timber/weatherboard building with creative studio and residential. Prior storm claim and 11 declines.

Mixed-Use Property ~74% saved vs competitor

Multi-Level Mixed-Use with Wellness Tenants

Beauty and wellness retail with residential above. Non-renewed. Placed at ~$5,900 vs around $22,500 from another insurer.

Mixed-Use Property ~$3,000 full programme

Owner-Occupied Heritage Office/Residence

1880s double-brick heritage building used as professional office and residence. Came to us uninsured.

Mixed-Use Property ~44% saved vs competitor

Four-Tenancy Retail and Residential

1990s building with retail shop and 3 residential units. Placed at ~$3,900 vs around $7,000 from another insurer.

Mixed-Use Property 5 declines overcome

Allied Health Mixed-Use, Owner-Occupied

Late 1990s mixed-use with allied health tenancy and owner-occupied residential. 5 major insurer declines. Quotes ranged from ~$4,000 to $9,000+.

Mixed-Use Property 6 declines overcome

Cafe, Martial Arts Studio and House, Melbourne's Outer East

2011 building, half commercial with a deep-frying cafe, half residential. Existing policy had never covered the home. 6 declines. Placed at ~$4,600 vs ~$12,000.

Mixed-Use Property 8 declines overcome

Super-Fund-Owned Cafe With Unit Above, NSW Central Coast

Cafe below, three-bedroom unit above, just transferred into the owner's SMSF with a lender waiting. 8 declines. Placed at ~$5,800 with the lender satisfied.

Mixed-Use Property 6 declines overcome

Salon With Three Apartments Above, Declined for Residential Share, Inner Melbourne

Three-level building, heritage-classified frontage, prior roof claim. 6 declines citing the residential share. Building and liability placed at ~$10,800.

Mixed-Use Property Bound 4 days before settlement

Salon, Florist and Two Units, Bound Before Settlement, Regional Queensland

2016 building bought by two family trusts with five weeks to settlement. 5 declines. Placed at ~$5,200, four days before settlement.

Mixed-Use Property Bound in 2 days

Law Office and Residence, Refinanced in Two Days, NSW South Coast

1980s building, law office at the front and residence at the rear, uninsured mid-refinance. 5 declines. Quotes from ~$2,400 to ~$12,700. Placed at ~$2,400 in two days.

Mixed-Use Property 6 declines overcome

Jeweller Below, Owners' Home Above, Sydney's Lower North Shore

1920 double-brick building, 60 per cent owner-occupied residence, owners' own jewellery business at the front. Lapsed cover, 6 declines. Placed at ~$6,000 vs ~$12,600.

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