Our Experience
What we’ve learned from the companies we serve.
We show up for our clients.
We did not get here by following a formula. We got here by showing up at job sites, boardrooms, lunch counters, and late-night calls when something went wrong. The industries we serve are varied, but they share one thing in common. Risk never feels theoretical. It feels personal.
We have served construction crews and clinic directors. Mayors and marketing leads. What they share is a desire to move forward with confidence, knowing risk is handled. Our job is to understand what keeps you up at night and help you find the clarity you need.
Proven By Our Clients
Where coverage decisions affect care professionals, families and organizational operations.
Where coverage gaps show up mid-project, and downtime means dollars.
Where trust and compliance go hand in hand.
Where daily operations depend on reliable coverage.
Where public responsibility, accountability, and long-term risk intersect.
Where innovation moves quickly and risk profiles evolve just as fast.
Where reputation, expertise, and liability are closely linked.
"When an employee was seriously injured on the job, Petra stepped in with clear guidance and helped us navigate uncharted territory."
One of Petra’s clients is an Alabama-based organization with a close-knit team and a strong sense of responsibility for its people. Their work is hands-on, and each employee plays a meaningful role in maintaining continuity across daily operations. When a serious workplace injury occurred, the leadership team was immediately faced with a complex situation involving their employee, their operations, and their risk exposure. While they had strong internal processes, this was not a situation they encountered often, and the implications were significant.
Petra stepped in with clear, steady guidance. The team quickly assessed the situation, outlined the steps ahead, and coordinated directly with the carrier to ensure the claim was handled appropriately. Throughout the process, Petra stayed closely involved—answering questions, clarifying decisions, and helping leadership focus on both the well-being of their employee and the stability of the organization.
By the time the claim was resolved, the leadership team felt more informed and more confident in their ability to navigate situations like this in the future. The experience reinforced a trusted working relationship and affirmed Petra as the partner they rely on when high-stakes, unexpected challenges arise.
We create unique solutions for business owners that empower growth.
Coverage structures built around how your organization actually operates—not templated policies pulled off a shelf.
Deep carrier relationships and disciplined placement strategies that align cost, coverage, and long-term risk goals.
Hands-on guidance when it matters most—protecting your people, your operations, and your position through every stage of a claim.
Advanced risk-financing options for organizations ready to take a more active role in how risk is funded, managed, and controlled.
"People trust us with moments that shape their businesses, and that trust is never taken lightly."
I have seen firsthand how much courage it takes to lead a business through uncertainty. Every organization carries its own pressures, and every decision affects real people. That is why our work centers on clarity, reliability, and a genuine commitment to the clients we serve.
Our team listens before we act. We learn what matters to you, how your work gets done, and what challenges stand in your way. Only then do we begin shaping a plan that supports the future you are building. It is a responsibility we approach with care.
I am proud of the trust our clients place in us. It is earned over time, through steady guidance, honest conversations, and a willingness to show up when it matters most. If you are exploring what coverage looks like for your organization, I hope we have the opportunity to walk that path with you.
— JD, President & CEO
