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Liability Consulting - Consultants

SERVICE OFFERINGS

Liability / Executive Insurance Consulting

It is our goal to become the preferred source of professional and executive liability that you contact when you need to secure coverage. We deliver customized service that is geared toward your specific needs.

Our services consist of a core group of services that are typically provided in a brokerage engagement, and a group of value added services that can be selected and combined to meet your requirements. Simply put, you can dump on us, as much as you like, we want your business to grow!

CORE SERVICES (ALL CUSTOMERS)

  • Existing Program Analysis
  • Aggressive Risk Placement
  • Consultation with Customers on Gaps and placement strategy

VALUE-ADDED SERVICES (PREFERRED CUSTOMERS ONLY)
The following are provided in addition to the core services listed above:

  • Priority service for all renewals and new business submissions
  • Consultation Visit to discuss needs, goals and objectives (to be lead by retailer)
  • Program Conception & Cross Marketing
  • Program Presentation (if necessary)
  • For larger accounts, full color proposals. All proposals include policy analysis, specimen forms, applications, articles and loss scenarios needed to close the deal.
  • Mid-Year Client Review (if necessary)
  • Access to white papers, current claims trends, loss scenarios and statistical data
  • Detailed Policy Analysis
  • Premium financing available with preferred payment terms
  • PowerPoint sales presentations to use with clients
  • More flexible payment terms
  • Lower fees for surplus lines placements
We are sure that once you experience our service, expertise and professionalism, you will understand what we mean when we say partner. So why bother with just a broker when you can do business with a partner?