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Insurance Audits

When was the last time you looked at what the heck you’re paying for?

We work for you and represent your interests. We don’t work for the insurance companies.

That’s why we built Done Desk — the industry’s first do-almost-everything software designed just for you — the medical entrepreneur.

We simplify your insurance spend and handle ALL of your insurance in one stop shop.

  • Business Insurance
  • Malpractice
  • Workers’ Compensation
  • Healthcare
  • Life & Disability
  • Cyber & Date Breach
  • and more!

We actively talk with you and keep pace with your needs by only offering medical-specific coverage that’s tailored to your risks.

We also provide CE courses at Done Desk EDU – including compliance training like OSHA and HIPAA.

What to expect at your audit meeting:

15-20 minutes to discuss your current program design.

An open conversation on your current risk management strategies.

We simplify your insurance spending around one advisor, that’s medical specific and competent with helping you manage risk as a medical entrepreneur.


Risk begins with your people. CE courses help our doctors and teams understand the nature of risk and how to avoid errors in practice.

Building Exceptionally Effective People.

Help control all the complexities of being a practice owner. We built this thing called Done Desk specifically for you and we’d like to show you what it can do.

Moving forward with reduced risk.

We’ll review everything you have with us and help you understand where you’re at currently, and then see if any changes need to be made.