Meet the Apex Risk Team

Our Philosophy

Insurance is a valuable tool that is not often understood. Somehow, the most successful entrepreneurs obtain degrees and launch businesses without gaining an understanding of how to fairly and intelligently manage the risks that may come with running that business. Apex Risk is dedicated to changing that disconnect through clear explanations and guidance that addresses real problems that may arise for your business in your unique industry.

You deserve the kind of care and attention paid to you that you pay to your own clients.

Most brokers make you sign a broker of record agreement and then ignore you until it’s time to renew. That’s not us. We use The Apex Proven Process to learn about your business, strategize to assemble the right program for you, and use our deep industry and market knowledge to leverage the best pricing and coverage, and ultimately help guide your decision making.

Meet The Founder

A few details…

Peter was born and raised in Rancho Santa Fe, CA. He attended the USC Marshall School of Business graduating in 2005 with degrees in marketing and psychology. After a few years working in British Columbia, Canada running a live music venue and social lounge, Peter went to work in the insurance world and discovered the difference he could make in business owners’ lives by being clear and straightforward about the uses and needs for commercial and personal insurance.

Meet the rest of the team

Client Testimonials

“Apex provides boutique, white glove service that surpasses big box insurance providers. As a small business, their support has been invaluable in ensuring our contract execution is smooth and efficient.”

Tyler C.Construction Management & Dispute Resolution Consultant at Civic CM

“When Peter first told me he was leaving his former company and starting Apex I was a little nervous but also very excited for him. Peter had been handling the Guardian portfolio for many years before we met and his starting APEX was the next move. He and I were introduced in 2016 and at the time, I had very little experience with construction and stabilized project insurance. Over the past 7 years, Peter made himself available to answer questions, explain processes and continues to provide guidance for handling our portfolio, consisting of 7 large multi-family communities in California and Nevada and five large retail centers in California. As our company continues to grow its assets to over $1B, there is no doubt Peter, his team at Apex (Dawn and Melissa) will continue to be there (even at odd hours) to support our growth. They are a team that truly cares about their clients and works to support them.”

Christina S.Legal Operations Manager at Senior Paralegal

“We rely on insurance for our construction consulting work, and Apex’s white glove service ensures we have a quick and responsive partner. They go above and beyond to address our insurance needs, allowing us to focus on our expertise.”

Tyler C.Construction Management & Dispute Resolution Consultant at Civic CM

“As a growing technology company, we understand the importance of having a comprehensive and flexible insurance program. That’s why we have been so pleased to work with Apex. From the very beginning, their team took the time to listen to our needs and understand our business. They worked with us to create a customized program that provided the coverage we needed at the most competitive cost. Their attention to detail and commitment to customer service is also impressive. Anytime we have had questions or concerns, their team has been quick to respond and provide us with the information we need. This commitment carries over to the renewal process as well, which has always gone smoothly and on schedule.We feel confident that our business is protected and prepared for whatever challenges may come our way. We are grateful for the partnership we have formed with Apex and would highly recommend their services to anyone.”

Jon N.CFO at Perceptyx, Inc.

“Apex stands out with their direct engagement and involvement with our clients. Unlike other insurance firms, they actively participate in resolving insurance issues and provide us with a direct line of communication. This level of support is unique and greatly appreciated.”

Tyler C.Construction Management & Dispute Resolution Consultant at Civic CM

“Peter has been an amazing resource for insurance questions and early indications. His professionalism and knowledge of the surf industry has been extremely helpful in our planning process.”

Blake H.Chief Operating Officer at Beach Street Development

“Working with Apex has been a game-changer for us. Their involvement in resolving insurance matters, even if it’s not directly related to our service line, has been extremely valuable. Their expertise and willingness to communicate directly with clients make them an indispensable partner.”

Tyler C.Construction Management & Dispute Resolution Consultant at Civic CM

REACH OUT TO OUR TEAM

Meet the Apex Risk Team

Our Philosophy

You deserve the kind of care and attention paid to you that you pay to your own clients.

Meet The Founder

Meet the rest of the team

Client Testimonials

Menu

Headquarters

Connect With Us

Meet the Apex Risk Team

Our Philosophy

You deserve the kind of care and attention paid to you that you pay to your own clients.

Meet The Founder

Meet the rest of the team

Peter Katkov

Dawn Forbrick

Lucy Busby

Melissa Diaz

Commercial Lines CSR

Peter Katkov

Commercial Lines CSR

Dawn Forbrick

Broker

Lucy Busby

Account Manager

Melissa Diaz

Client Testimonials

Menu

Headquarters

Connect With Us