EXC – Cross-border scale. Investment-grade operations. Your global execution partner in growth.

Call us: (216) 589-9626
Send mail: info@exc.ms
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Insurance Support

We help you secure cost-effective, compliant coverage to protect your business, people, and assets. 

If You’re Scaling Across Borders, Secure the Right Insurance First

Expanding into new markets means managing unfamiliar risks. Whether you’re a PE-backed scaleup or a venture-stage startup, having the right insurance coverage isn’t optional—it’s strategic. We help you avoid costly surprises by embedding insurance planning into your broader market entry and growth strategy.

Assess and mitigate risk before entering new markets
Optimize coverage across liability, D&O, and employee benefits
Ensure compliance with U.S. and India insurance regulations
Simplify coordination with brokers and manage documentation
Let’s Build Your Insurance Strategy
24/7 Support: (216) 589-9626

Why Insurance Support Matters

Insurance isn’t just a safeguard—it’s a strategic lever. For PE and VC-backed companies expanding across borders, the right insurance approach minimizes risk, ensures compliance, and protects value from day one. EXC Managed Services helps you secure smart, scalable coverage tailored to your growth stage and markets.

Risk Assessment

We evaluate your operational footprint in India and the U.S. to identify exposure areas and ensure you’re neither under- nor over-insured.

Coverage Planning

Our team aligns policy needs with business growth stages, helping you structure benefits, D&O, and liability coverage without excess cost.

Claims & Renewal Support

We simplify the claims process and manage renewals proactively—so you’re never caught off guard when issues arise or contracts expire.

Compliance & Coordination

From cross-border policy reviews to working with multiple brokers and carriers, we ensure you stay compliant with local regulations at all times.

Specialized Risk Management for Portfolio Companies
We tailor insurance strategies to each portfolio company’s growth stage, sector, and operational profile—helping investors protect assets while optimizing for cost and coverage.
Centralized Coordination Across Stakeholders
We streamline communication between brokers, vendors, and carriers—ensuring your portfolio companies stay ahead of renewals, documentation, and compliance requirements.
Deep Expertise Across Coverage Types
From employee benefits to D&O and liability reviews, we support claims management and ensure cross-border compliance—minimizing friction and exposure across your investment ecosystem.
Our approach

How We Help You Manage Risk and Stay Ahead of Insurance Needs

Through deep experience with high-growth and cross-border businesses, we embed insurance strategy into the operational fabric of your portfolio companies—ensuring alignment with risk profiles, funding stages, and evolving exposures.

Proactive Coverage Strategy
We make insurance planning a core operational pillar—not an afterthought. Our team ensures your coverage evolves with your company's scale, staffing, and strategic direction.
Structural Integration & Coordination
We align policies across parent and subsidiary structures, and coordinate with carriers, brokers, and vendors to avoid gaps, delays, or duplication—saving time and cost across the board.
Documentation & Renewal Management
We manage renewals, certificates, claims intel, and compliance documentation—so your teams can stay focused while we keep policies on track and risks mitigated.
how it work?

Our Insurance Enablement Process

We deliver strategic insurance support to help portfolio companies stay compliant, protected, and prepared.

1

Risk & Coverage
Assessment

We begin with a deep dive into your business model, growth stage, and risk profile to identify coverage gaps and overexposures—ensuring alignment with industry standards and investor expectations.
2

Market Coordination
& Sourcing

We collaborate with brokers and carriers to source competitive, tailored policy options. Our team simplifies comparisons, accelerates decision-making, and helps secure the right coverage for your evolving needs.
3

Policy Implementation & Documentation

Once selected, we assist with binding coverage, coordinating with stakeholders, and collecting all required documentation—so everything is in place and easy to track.
4

Renewal & Claims
Support

We actively manage renewals, support claims administration, and ensure audit-readiness. Our ongoing involvement keeps your risk posture sharp and your teams focused on execution.

Collaborate with Us!

US Address
936 SW 1st Ave
Suite 413 Miami, FL 33130
India Address
Infocity II, D5, Phase 2, Info Technology Park, Sector 33,
Gurugram, Haryana 122001
Email Address
info@exc.ms
Contact With Us
US: (216) 589-9626 India: 0124 4198140

    Frequently Asked Questions

    Some frequently asked questions about the service that you may have questions about

    What does EXC Managed Services do?
    We help private equity and venture-backed companies scale across India and the U.S. by providing execution support in finance, HR, legal, compliance, IT, facilities, and insurance—everything needed to build operational infrastructure in new markets.
    Who are your typical clients?
    Our clients are PE and VC funds and their portfolio companies, especially those expanding internationally or building local operations. We work closely with founders, operating partners, CFOs, and COOs to drive setup, compliance, and ongoing execution.
    What makes EXC different from other service providers?
    We’re not consultants—we’re doers. We embed alongside your team and execute. Our model is built for fast-moving companies that need hands-on, on-the-ground support to scale with discipline and compliance from day one.
    What’s the onboarding process like?
    We start with a deep-dive discovery call to define scope and urgency. Within 1–2 weeks, we assign dedicated execution leads, align with your internal stakeholders, and begin setting up your operations based on priority: legal, financial, or people.
    Can you help us hire local talent?
    Yes. We offer full-cycle talent acquisition services—from sourcing and vetting to onboarding—tailored for leadership, technical, and operational roles in India and the U.S.
    Are you a legal or accounting firm?
    No. We’re an execution partner. While we collaborate with local legal and accounting experts, we focus on coordinating, project managing, and implementing end-to-end operational systems across functions.
    What sectors do you specialize in?
    We’re sector-agnostic but have deep experience across SaaS, fintech, edtech, consumer, and logistics—especially companies expanding from the U.S., U.K., and the Middle East into India or vice versa.
    How do you ensure compliance in complex markets like India?
    We manage every detail—local entity setup, statutory filings, labor laws, tax registrations, and ongoing compliance calendars—so nothing falls through the cracks. Our in-market experts ensure every move meets jurisdictional requirements.
    Can EXC support multi-country expansion simultaneously?
    Yes. We’ve built multi-country expansion plans with synchronized execution tracks across India, the U.S., and select Southeast Asian and MENA markets—tailored for your team’s capacity and funding cycles.
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    Contact With Us!

    Address: 936 SW 1st Ave, Suite 413 Miami, FL 33130

    Call us: (216) 589-9626

    Mail: info@exc.ms