In business operation protection, a thorough understanding of our clients' specific industry is essential. Our Account Managers are experts in each of the industries they serve. And, as a brokerage we invest in professional development education for our staff, primarily in industry-specific risk-management knowledge and techniques.

Our highly-skilled Account Managers provide the day-to-day expert support our Property / Liability clients require. They coordinate services, train clients on systems and best practices and communicate efficiently and effectively to maximize the value and function of every program.

Day-to-Day Client Services

• Expert Program Management Tracking, Analysis and Management
• Certificates of Coverage / Supplies / Materials
• Coordination of Client Services
• Claims Management
• Compliance

Online Resources

Our Property / Liability Account Managers coordinate online services to create more efficient functionality for our clients. Our designed and automated resources include:

• Compliance
  • Legislative / Compliance Updates / Articles / White Papers
• Program Materials, Forms and Technical Communication
• Worksite Safety Education / Activities
  • Online Hosted Risk Management Education Sessions
  • Individual Program Cost Control

Our technology allows our clients to instantly e-request information directly to our customer service department according to their schedule. Automated requests include high-frequency and quick-turnaround services such as:

• Certificate of Insurance Requests
• Motor Vehicle Record Requests
• Fleet Option Requests
• Auto Claim Reports
• General Liability Reports