Max Prio
I advise entrepreneurs and their teams at middle-market businesses — across the country and right here in South Florida — on risk management strategies that protect what they've built.
Get In Touch
A decade advising executives, now applied to risk
I spent 10 years as a technology consultant advising CEOs, COOs, CIOs, and CTOs on digital transformation, CRM technology, cloud strategy, and data. Today I bring that same rigor to risk management — working with my team at Foundation Risk Partners to improve our clients' coverage while often lowering their premiums through industry expertise and carrier partnerships.
Attention to detail, work ethic, transparency, and a belief in always doing the right thing — these are what I bring to every relationship, built on trust, so my clients can operate safely and grow.
How I help
Risk Management Strategy
Building tailored risk management strategies for middle-market entrepreneurs and their teams, so they can operate safely and grow.
Coverage & Cost Optimization
Leveraging carrier partnerships and industry expertise to improve coverage while often lowering premiums.
A Technology-First Lens
A decade advising CEOs and CTOs on digital transformation and data brings a sharper, more analytical approach to your risk program.
A clear process, start to finish
Discovery
A conversation about your business, your goals, and how you currently approach risk management.
Insurance Program Summary
I collect all of your policies and build a single summary so you can see every coverage and expense in one place.
Gap Analysis
A thorough review of your policies’ terms and conditions, surfacing gaps, exclusions, and where I’d recommend changes.
Strategy Session
We meet to review the findings and map out a plan for your renewal — what to change, and by when.
Marketing & Binding
If you’d like me to work on your account, I build a submission that tells your company’s story to underwriters and shop the market. Quotes are back 30 days before expiration, so we bind with as little last-minute pressure as possible.
Ongoing Partnership
We meet at least quarterly to talk through business changes, growth, and claims — and restart the process 120 days before your next renewal.
Prefer to just grab time on my calendar?
Skip the form below and book a 30-minute call directly — pick whatever time works for you.
Industries I focus on
Let's talk
Reach out for a risk management review, a second opinion on your current coverage, or just to say hello.