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THE INSURANCE AUDIT: Mistakes in insurance programs are common. We often find that important coverages are missing, inadequate, or improperly arranged. Such mistakes can result in claims being denied or insurance premiums being inflated. Our exhaustive insurance audit can prevent financial waste or catastrophe for your organization.
THE INSURANCE BID PROCESS: If you have ever conducted your own insurance bid process, little needs to be said about the subject! By allowing us to handle this for you, we maximize the benefits of competition through thorough, accurate information, controlling the information flow, and quickly getting uniform information to and from all bidders. Near the end of the project, we provide you with written comparisons of the bids received and thorough explanations of the important differences between them. The end result is an insurance program that you've chosen after having the facts in-hand, and the lowest possible premiums.
OTHER SERVICES: Claims problems? Large retroactive premium bill? Questions that you just can't get answered? We can help. If it has to do with insurance or safety, we are your source.
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PRODUCT TOOLS: Annuities, Life Insurance (death protection), and Disability Insurance are some of the tools we use to solve various needs such as: tax reduction, key-person risks, loan redemption, survivor needs, buy-sell agreement funding, retirement pensions, tax-deferred savings and others. As an independent agent working through several "wholesale general agents," we have over 100 of the finest insurers in America to offer our Clients. We'll search the market and do our best for each Client.
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