Placing You First.

Lisa Burbage

Phone: (206) 448-9400

800 5th Avenue Suite 1600  
Seattle, WA 98104

Professional Team

Our team brings exceptional market access, service, risk analysis and coverage expertise to our retail insurance partners, endowing them with confidence to outsource professional placements both small and large. By focusing on a team approach, retail agents always have access to team members for immediate service and consultation.

Our services include:

  • Benchmarking
  • Expansive Policy comparisons
  • Cyber Risk Management Tools
  • Proposal Templates
  • Coverage "Why Buy's"
  • Coverage Focused Whitepapers
  • On-Site CE Classes
  • Webinars
  • CRC Coverage Enhancement Endorsements

Unique Experience

Lisa and Mark have been a team for over twenty years, each coming from a D&O underwriting background, providing an understanding of product placement, coverage and underwriting issues unique to each management liability risk. Lisa and Mark have shared this knowledge as leading industry educators, having taught over 125 professional liability focused CE classes, one of the first wholesalers in the country to bring coverage expertise directly into retail agencies. Mark is a recognized industry speaker, educator and writer on cyber and professional liability topics.

Featured Products

  • Directors and Officers (D&O)
  • Employment Practices Liability (EPL)
  • Fiduciary including ESOPs
  • Crime
  • Kidnap and Ransom
  • Cyber Liability
  • Miscellaneous Errors and Omissions (E&O)
  • Media Liability
  • Environmental
  • Allied Medical Professional

Featured Industries

  • Architects & Engineers
  • Construction Managers
  • Contractors
  • Health Care Providers
  • Investment Advisors
  • Insurance Agents
  • Lawyers
  • Property Managers
  • Realtors
  • Technology Companies

Targeted Lines of Coverage

  • Management Liability including D&O
  • EPL
  • Fiduciary
  • Crime and K&R
  • Architects and Engineers
  • Miscellaneous Professional Liability
  • Allied Healthcare
  • Cyber Liability

Team Members

Mark Smith

Kirsten Berg
Inside Broker

Dawne Radcliffe
Inside Broker


Sarah Jacob
Inside Broker


Rebecca Santos
Inside Broker

Jenny Linhoff 
Technical Assistant

Serine Calvin-Grothe  
Technical Assistant


Katie Smith
Technical Assistant

Hannah Patten
Technical Assistant