We offer a full menu of Risk Management Services including valuable advice on organizing your property / casualty insurance matters, asset protection structures, and privacy issues. Working with the guidance of our insurance carriers, we help you identify and implement the best strategies for your life and business needs.
Services offered within our Risk Management suite include:
- Facilitation & Recommendations for Property and/or Casualty Coverage
- Coverage Analysis
- Medical Insurance
- Liability Exposure Management
- Options for all lines of Personal Insurance
I’m not interested in calling an operator when I need something. Will I have someone dedicated to my account that I can rely on?
Not only is the answer to this question yes, but it’s one of the top benefits of working with a brokerage like ours. Our associates immerse themselves daily in the ever-changing rules to insurance and how those changes affect our clients. The goal is to be calling you before you ever even realized you needed something from us.
What are the benefits to bundling my personal & business policies?
We understand that on the surface personal and business insurance seem like two very different animals. However, when we look at life as a big picture it shows us all the places where you might be at risk. We can open up deals and discounts by looking to a variety of carriers for your specific needs. Plus, when you have a question, we most likely have the answer.
Beyond a policy on paper, what are you doing to protect me?
Anyone can write up the policy on what happens if loss were to occur, but we think that’s just step one. Our associates study and research losses that happen to our clients, and in the areas our clients live, to structure deals that cover all possibilities for risk. We will even help you find products or improvements that might mitigate future loss. It all starts with a conversation to identify everything in your life that’s valuable, and the risks in your life that could create loss.