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AI-Enabled Risk Management
with a (Human) Service uniting
insurance and technology

We simplify risk management by uniting insurance, technology with a human connection
on an AI-powered platform. Empowering Policyholders, MSP’s and Agents to reduce risk,
build trust and create a brighter, more secure future.

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Unified Access for Clients and Partners

Centralized portal enables seamless collaboration between clients, MSPs, agents, and carriers for efficient risk management.

Real-Time Risk Monitoring

Track and assess risks in real time, 
ensuring proactive response to emerging threats 
and enhanced data-driven decision making

Trim Certified Protection For Ultimate

Security And Compliance

Our service starts with evaluating vendors for relevance and client
engagement. Further, we verify that the technology based loss prevention tool
has been purchased, implemented and connected.

Connecting MSPs, Licensed Agents, and Policyholders for Comprehensive Risk Management

Driving Business Growth, Cost Reduction, and Enhanced Security

Through our platform, MSPs (Technology Advisors), Licensed Insurance Agents, and Policyholders Collaborate Seamlessly. By aligning technology and insurance solutions, we provide a unified approach to risk management, tailored to reduce expenses, enhance client engagement, and optimize safety.

MSP (Technology Advisor)

Integration with risk management tools, compliance resources, and project
management.

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Agent (Licensed Insurance Agent)

Advanced policy management, 
client communication, and regulatory
support.

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Policyholders (Client’s Business)

Holistic management of insurance 
needs, risk assessments, and premium
savings.

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Technology Products Tailored for Risk Reduction
and Business Efficiency

Scalable, Real-Time Solutions Driven by AI and IoT

Our AI-driven technology stack includes IoT deployment for property and general
liability, telematics for commercial auto, and AI risk assessments to enhance workplace
safety. Real-time data is continuously gathered, monitored, and analyzed to ensure
optimal security and risk mitigation.

IoT-Enhanced
Property Protection

Monitor and secure your property in real time with IoT devices, gathering actionable data to prevent incidents, optimize coverage, and reduce premiums.

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Telematics for
Smarter Fleet Insurance

Telematics tracks vehicle usage, driver behavior, and location data to optimize commercial auto insurance, reduce risk, and improve safety on the road.

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AI-Driven
Risk Assessments

Leverage AI to assess workplace safety and operational risks, providing predictive insights that help prevent incidents and support a safer work environment.

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Click Here to Explore All Tech Products

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Comprehensive
Insurance Services for Complete
Protection

In partnership with Stuckey & Company, a fully licensed MGA and National Wholesale Broker…

As a fully licensed MGA and national wholesale insurance broker, TRiM provides extensive insurance options, from property and casualty to cyber liability. We work with trusted A+ rated insurance carriers, ensuring that clients receive reliable coverage tailored to their unique needs.

Personal and Commercial Property Insurance

Cyber Liability Coverage

Worker Safety and Compensation

Specialty Lines

Custom policies based on client needs.

Explore Our Insurance Services
  • Analytics-driven
  • User-friendly
  • Cloud-based
  • AI-powered
  • Scalable

Advanced Technology
Stack for Comprehensive Risk Management

Our full stack of tools is designed to enhance collaboration, continuity, security, and efficiency for seamless risk management.

Boost teamwork and efficiency with tools like Office 365, CRM, and VoIP, designed to streamline communication and productivity.


  • Office 365


  • CRM


  • VoIP

Assessments, Policies, Documentation

Antivirus, Event Management

Mobile, Workstations, Servers

AI Risk Assessments, IoT, Telematics, Physical Security

Supported by A+ XV Rated National Insurance Carriers

Comprehensive
Insurance Products for
Every Need

A full range of insurance products designed to meet both 
personal and commercial requirements, supported by trusted 
A+ XV rated carriers.
  • Homeowners, Auto, and Recreational Vehicles
    
(HO/Auto/Toys)
  • Property, General Liability, and Umbrella Coverage
(Property/GL/Umbrella)
  • Workers Compensation
  • Cyber Liability
  • Professional Liability
  • Bonds
  • Commercial Auto
  • Professional Liability
  • Endpoint Protection
Explore Our Insurance Solutions

View and manage insurance policies seamlessly

View and manage insurance policies seamlessly

View and manage insurance policies seamlessly

View and manage insurance policies seamlessly

View and manage insurance policies seamlessly

Experience the Unified Client
Portal for Comprehensive Risk
Management

Your Centralized Hub for Insurance and
Technology Services

Policy Management

View and manage insurance policies seamlessly

Risk Assessment and Tools

View and manage insurance policies seamlessly

Claims Support

View and manage insurance policies seamlessly

Premium Savings Insight

View and manage insurance policies seamlessly

Tech Partner Integration

View and manage insurance policies seamlessly

Policy Management

View and manage insurance policies seamlessly

Risk Assessment and Tools

View and manage insurance policies seamlessly

Claims Support

View and manage insurance policies seamlessly

Premium Savings Insight

View and manage insurance policies seamlessly

Tech Partner Integration

View and manage insurance policies seamlessly

Policy Management

View and manage insurance policies seamlessly

Risk Assessment and Tools

View and manage insurance policies seamlessly

Claims Support

View and manage insurance policies seamlessly

Premium Savings Insight

View and manage insurance policies seamlessly

Tech Partner Integration

View and manage insurance policies seamlessly

Get in Touch
with Our Experts

Whether you have questions, need more information, or are ready to explore our solutions, our team is here to help. Reach out to us today, and let’s discuss how we can support your goals with tailored solutions.

Secure Your Future with AI-Driven Risk
Management Today

Ready to transform your risk management approach? Join TRiM and gain access to
cutting-edge tools, seamless collaboration, and real-time insights to protect and grow
your business. Take control of your risk strategy now!
Get Started with TRiM