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Our Approach

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Our Approach: Your Plan, your mind at ease

Creating your Risk Management and Insurance Program starts with a good foundation.

Our relationship with our clients is the most important aspect of our firm’s operations. We want you to experience what it means to be a Simpson|McCrady client. We are based and operate out of Pittsburgh, Pennsylvania but we care for clients, businesses, and family offices across the US and across the world. We like to meet our clients in person and get to know them. We look at your risk management and insurance program from the ground up to understand what you need and how we can help.

Our process goes through multiple phases to make sure we have a deep understanding of what is needed: preliminary risk review of your existing program, gathering data, completing a full risk analysis, discussing risk avoidance and risk transfer methods, initiating your newly formed risk strategy, introducing you to your dedicated team at Simpson|McCrady, and monitoring for shifts in risk once the program is implemented.

Should you experience a loss, we have a dedicated claims team in our office to help you through the repair and remediation process. If a significant life event occurs or a significant business shift takes place, we are here to recalibrate your insurance and risk management plan to keep pace.

Private Client Services   Commercial Insurance

Our Service is Tailored to Our Client’s Needs

Every client is different when it comes to what their comfort level is for risk retention and risk transfer. We work with every individual client to gain an understanding of what is important to them when it comes to their personal or commercial risks. With this information, we can tailor a program around those needs with various risk management or risk mitigation tactics and insurance plans that achieve the client’s goals.

View Our Case Studies

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S | Mc Client Relationships

After my house fire, Simpson McCrady was wonderful throughout the process. They were very responsive and made my life much easier. I cannot say enough about the whole team. They all made the physical disruption as painless as possible. Just like any other professional, who you choose as your insurance broker really matters.
- Existing Client
Attention to detail, knowledge and professionalism from the start of the process was excellent and very much appreciated.
- Existing Client
We suffered a very significant roof leak during a major rainstorm affecting our kitchen, dining room, and den. Simpson & McCrady handled the claim in an exemplary manner and worked closely with the restoration management team to accomplish the remediation and restoration. I couldn’t be more satisfied with their work.
- Existing Client
I trust Simpson & McCrady implicitly – not only provide the best program at the best price available – but also stand by our firm during difficult claims. They have been battle tested time and again and always come through with flying colors.
- Existing Client
We have worked with Simpson & McCrady for nearly 30 years. Their consistency of key personnel has led to the building of a trust relationship and a direct alignment of interests between our Firm’s changing needs and the services provided by our Advisers at Simpson & McCrady. Questions and requests are always addressed in a timely, professional and expeditious manner.
- Existing Client
We continue to work with Simpson & McCrady because of their extreme level of professionalism and value-added recommendations for our company’s insurance program.  In addition, the staff and especially our representative provide us with a level of service that makes us feel like “family.”
- Existing Client
Being new to managing a global firm’s risk management program, I found the team at Simpson & McCrady to not only handle our complex insurance issues seamlessly, but also take a sincere approach to educating our team and me to the nuances of coverage in different areas of the world.
- Existing Client
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