Business Services and Insurance Program Review
- Our goal is to help local companies and individuals by providing an INDEPENDENT Insurance review, opinion and direction on how to improve their risk profile moving forward with a strategic well thought out plan for the upcoming renewal and future planning
- We will provide you and your stakeholders with a comprehensive summary and risk profile which will be the basis of your risk platform and can be used primarily when addressing your insurance needs
- This exercise includes questionnaires, applicable checklists, separate dialogues with key stakeholders, management teams and customers, (optional)
The importance of a well defined risk profile is “you define” who you are and what your firm does. A clear concise and consistent description of your company, and its’ features, leads to proper risk classification, not leaving it to the discretion of the underwriter
- Our review is not intended to replace current relationships,
- The insurance policy reviews provide a clear synopsis of coverages & exclusions as it relates to your organization and its’ operations
- The Executive Summary will be a helpful tool and “blueprint” of our findings with specific instructions to relay onto your insurance agent for further discussion
Additional Services
- Managing a competition between agents
- Assist in analyzing renewal proposals
- Review contracts, leases, sales and vendor requirements…
- Assist in transition of new employees and training personnel on insurance matters
- Safety and employment benefit consulting can be outsourced