The first step in business protection is to understand our clients' complete
operation and long-range objectives. Then together we determine how their
insurance program can help fulfill their overall strategy.
Our proven consulting model is an exclusive process, including vast in-house
expertise, extensive product and financing knowledge and the most efficient
technology. The results allow our clients to weigh our recommendations
in the following areas.
- Business Protection Coverage Options
- Financing Mechanisms
- Extensive Risk Management and Loss Control
- Alternative Plan Designs
- Claims Management Strategies and Techniques
Our placement process culminates in a thorough presentation of program
performance for the current plan year and comprehensive projections
for the subsequent plan year.
With hard data, analyzed for the best direction, our clients are assured
of the best possible insurance program.
The Process
- Initial Complete Program Review, Analysis and Strategic Placement
- Benchmarking
- Strategy Design / Development
- Underwriting
- Confer with our clients and in-house underwriting expertise
- Ensure our clients are optimally positioned for the marketplace
- Vendor Qualification / Vetting
- Aggressive, Skilled Negotiation
- Selection / Bind Coverage
- Bi-annual Program Review
- Complete Progress Check on Annual Plan Objectives
- Annual Renewal Analysis and Strategic Placement Process
- Ongoing Plan Monitoring
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