Rethinking Insurance.

ABOUT

What makes us different? We share the same goals as our clients – to purchase as little insurance as possible.

Empowering our buyers to stay in control of their program, so variable risks become strategic decisions.

COLLABORATION

We partner with leading global brokerages to further enhance the Ivy experience and handle the most complex risks.

Our unique model delivers superior service, so business is done without barriers.

RISK EXPERTISE

National and Global
Real Estate Property Portfolios

Escrow
Deposit and
Surety Bonds

Mixed-Use
Development Projects 

Public Private Partnerships (P3s)

BY THE NUMBERS

Construction
Values

DOING BUSINESS GLOBALLY

NOTABLE WORKS

Our mission is to redefine a misunderstood industry as a valuable strategic asset.

OUR STORY

Written by Lisa Holt
Illustrated by Dan Misdea

In the beginning…

It was 2015 and Lisa was discussing advertising options with an insurance executive she had been prospecting for nearly a year who asked far more questions about his options than any prospects before. While she was used to cautious buyers, this level of interest was unusual and should have been a red flag…

Ivy Risk is a Woman and Minority-Owned Business

Making a difference

  • "Working with Lisa has been a wonderful experience. She has done tremendous work on our portfolio, is always responsive, and helps us understand the market. I highly recommend her to anyone - you will love working with her and the results you will see."

    Clint Rogers, Dimension Properties

  • “From development deals to multi-asset national portfolios, Lisa delivers every time.”

    Carl Klepper & Bobby D’ Angelo, Compson Associates

  • "It was such a pleasure to find an insurance agent who is knowledgeable, timely, diligent, and professional. Lisa is extremely hard-working and resourceful, and was able to save our company hundreds of thousands of dollars."

    Michael Koven, Allied Universal

  • "Where other brokers failed to deliver, Lisa was able to secure coverage with multiple options, and in record time."

    Diana Guede, Cymbal DLT

  • "Lisa re-allocated Common Area Maintenance (CAM) premiums for our family office portfolio and saved 10% in Year 1."

    Adam D.- Real Estate Owner/Developer

Read more

Our Founder

Lisa Holt
Founder

Lisa Holt was born in Buenos Aires, Argentina, and moved to Sunny South Florida in early childhood. Starting her insurance career with one of the world's largest insurance brokerages, she has established a track record of producing the most competitive results through the most challenging insurance markets.

Taking pride in everything she does, doing what she says she will do, and creating transparency around insurance are some of the founding principles that led her to start her own firm in 2021. Ivy grows a way of doing business that is often lacking in the industry, while demonstrating how risk management should work for your business. She cares deeply about doing the best possible job no matter how big or small, and this passion translates into an excitement that elevates the ordinary into the extraordinary.