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We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
At Flow, AI isnt just a feature—its the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage where AI powers every aspect of the experience. With advanced AI features already live in production and actively used by our brokers, we are pioneering Wholesale 3.0, equipping brokers with cutting-edge tools to provide unparalleled service. We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals. In the past seven months, weve grown 250% month-over-month(!) and are forecasting even more massive growth. Were a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and industry angels.
As thriving, and in-demand executive leaders, the Churchstreeter and Crosse approach is grounded in catering to our exclusive family of clients. The Executive leaders of Churchstreeter and Crosse envisioned a new way of consulting. They decided that percentage based contracts were great for C&C, but not great for our family of clients. Our goal has always been to create partnerships that withstand the test of time. We transitioned to a bold new style of consulting in order to compete in a space where there was a void. Our annual client engagements are exclusive, and we dont compete within the same space, when we have an exclusive agreement. Our goal has never been to be the biggest, our goal is simply to be the best. With a waiting list of engagements, we know that we have created an amazing value proposition. Our engagement assessment is comprehensive. You will feel the difference immediately. The Churchstreeter and Crosse comprehensive proposal process includes a project plan with timeline, milestones, cost/benefit analysis, and a clear financial agreement based on your goals. We also offer a suite of quality products that will help you get there, quickly and smoothly. Thats how we ensure your success. Our Mission: To deliver the best to our exclusive family of clients and retain the most specialized talent.
Unison Risk Advisors is one of the top privately-held insurance brokerages in the nation. Through its regional operating companies, Unison Risk Advisors provides risk management services, commercial property and casualty insurance, employee benefits and health insurance, personal and life insurance, and retirement plan services to corporate and individual clients in a diverse set of industries. Unison Risk Advisors is committed to an independent brokerage service model guided by the belief that clients are best served by professionally managed and well-resourced firms that can act independently upon the best interests of the client.