Who We Work With
A sample of the kinds of businesses we help
Manufacturing
Manufacturing risks carry a unique profile of risk, including supply chain and product, facilities, and human capital exposures that must be addressed carefully.
You run a business with complexity, we provide custom solutions to meet your insurance needs.
Your business changes regularly, and so should your understanding of your insurance coverage. Did you buy new equipment, or purchase or sell a property? Have you invested in a new business or do you work in a new geographic location? Any of these changes might merit a reduction in or addition of insurance.
Some of the Industries We Work With
Real Estate
From single location retail to $1B+ commercial or multifamily portfolios, understanding the unique exposures and administration needs of these portfolios is crucial.
Life Sciences
Pharma, medical devices, labs, and the rest of the life science infrastructure present unique challenges and the need for bespoke coverage and curated risk management.
Technology/Software
From SAAS products to hi-tech hardware manufacturing and distribution, technology risks present specific challenges that can be navigated with specific coverages and thoughtful planning.
Construction
No one has a love-hate relationship with their insurance program like contractors and developers. They need the right coverage for lenders and GC’s, but they don’t want to overpay to get it. We can help, and give you the service you deserve in the meantime.
Hospitality
The hospitality industry has survived tough times, but has come back stronger than ever, but with new challenges. We have the experience to help you prepare for what might be ahead for your hotel, restaurant, or entertainment venue.
Professional Services
If you perform a professional service for a fee, your customers can allege financial damages if you make a mistake, or even if you don’t. E&O is your first line of defense against these threats.
Retail
From single location boutiques to franchise-level chains, no retail business owner should be without an insurance provider that has their back.
Transportation & Logistics
Planes, trains, and automobiles. If your inventory or work-in-process travels the globe, Cargo is crucial to protect your valuable assets.
Client Testimonials
Pete helped us sort out a really complex coverage issue, made worse by the pandemic and changing fire zones. Thanks for all your help. We’re truly grateful.
CEO Industrial Services Company
We have elevated risk, because of our client base, and Pete helped us understand our options and make a decision based on facts instead of fear.
Founder Family Back Office
We were tired of only hearing from our broker when it was time to renew. I knew Pete would take good care of us and he has. It’s not easy to remember all the stuff he seems to remember. We got some coverage at a better rate, added some stuff we didn’t know we needed and put all our personal insurance in the same basket so now we can keep track better.
COO Warehouse Services Co.
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
“StarGuard ELITE is proud to be able to partner with experts like Peter Katkov and Apex Risk & Insurance Services in the collective efforts to bring safety and risk prevention to the Surf Park industry. Surf Parks are exploding in growth and companies like Apex and StarGuard ELITE are paving the way for owners and operators to safely operate these facilities.”
StarGuard ELITE
“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 Guardian Commercial Real Estate
“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
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Headquarters
5901 Priestly Drive Ste 140
Carlsbad, CA 92008
Main Line: 760-376-9090
Fax to Email: 760-376-9099
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