Free to you, every step. Always.
A clear, predictable process where the client never gets a bill from Viking. Discovery, audit, findings, and placement — all paid for by the providers we ultimately place business with. You only pay your provider, the same way you do today.
Four steps from first conversation to first dollar saved.
Discovery call
20-minute conversation, principal-to-principal. By the end we'll tell you which one or two categories are most worth auditing first.
Data request
You send recent statements, contracts, and invoices for the chosen categories. 20–40 minutes of your time. Mutual NDA signed first.
Findings report
Within 10 business days you receive a written report: what's priced fairly, what's overpriced, what alternatives exist, and the savings impact.
Placement
If a switch makes sense, we manage the change end-to-end. The new provider pays our commission. You pay nothing to Viking, ever.
Provider-paid. Client-free. Disclosed in writing.
Viking is a multi-category broker. We work with dozens of carriers, processors, retail electricity providers, software vendors, and PEOs across the six categories we cover. When we place your business with one of them, that provider pays us a standard agent or broker commission — same model as a traditional insurance broker.
You never get a bill from Viking. There is no retainer, no project fee, no audit fee, no hourly billing. Whether we save you $50,000 or recommend you stay with your current provider, your cost from us is exactly the same: zero.
Our compensation arrangements are disclosed to you in writing before any business is placed. We have no incentive to push one provider over another beyond which one genuinely delivers better service AND better cost — because if that's not true on both, you won't switch, and we don't earn anything.
What we don't do
- We don't charge clients — ever. No retainer, no fees, no audit charges.
- We don't represent a single provider — every category has multiple options.
- We don't take hidden commissions; compensation is disclosed in writing up front.
- We don't lock you into multi-year advisory agreements.
- We don't hand your account to a junior manager.
- We don't push a switch when your current provider is genuinely best.
Common questions before the first call.
Do I have to switch vendors?
No. Many of our wins come from renegotiating with your existing vendors rather than switching. Switching is disruptive and we only recommend it when the savings are large enough to justify the change-management cost.
How long does the first audit take?
From the moment you send statements to receiving the written findings report: 10 business days for one or two categories, up to 20 business days for a full multi-category review.
What if I don't like what you recommend?
You're not obligated to act on it. The findings report is yours to keep regardless of whether you implement anything. Some clients use the report to renegotiate with their current vendor on their own — that's fine.
How exactly are you paid?
By the providers we place your business with — same as a traditional insurance broker, just extended across six categories. When you switch to a new merchant processor, telecom carrier, REP, AP platform, PEO, or insurance carrier through us, that provider pays Viking a standard agent or broker commission. You pay nothing to us at any point. The compensation arrangement for each category is disclosed in writing before any business is placed.
Doesn't that mean you're biased toward switching?
It would, if we represented only one provider per category. We don't. We work with dozens of providers in every category, so the decision isn't "switch or don't" — it's "which of these many options is genuinely best for your situation." If our analysis shows your current provider is already best in category, we tell you to stay put and earn nothing on that engagement. Half the value of an audit is finding out what's already working.
How big do I have to be?
Most of our clients are between $2M and $50M in revenue. Below $1M we generally aren't a fit because the absolute savings are too small to justify the engagement cost on either side. Above $100M we can still help, but you may also be a fit for larger national firms like SIB or P3.
Do you sign an NDA before reviewing my contracts?
Yes — a one-page mutual NDA before any data exchange. We never share your information with vendors or third parties.
What if I'm in a long-term contract?
That's actually one of the most common situations we see. Most contracts have renegotiation triggers, error-correction clauses, or volume-tier resets that vendors don't proactively offer. We work with what you've signed.
Ready for the 20-minute discovery call?
No pitch deck. No mandatory engagement. Just a candid conversation about whether an audit would be worth your time.