This option is particularly well suited for businesses seeking an independent opinion of current services provided by their broker or insurance carrier.
Consultation fees are negotiated directly with the Licensed Insurance Advisor and are based on the complexity of the account, services to be provided and incidental travel and supplies.
Consulting services include:
Program Audits: We identify and analyze your exposures and evaluate your risk management and insurance program to determine whether your assets are adequately and cost effectively protected.
Account Support: We provide continuing advice and risk management services, such as annual policy renewal and endorsement review, merger and acquisition evaluation, and contract and business agreement analysis, to make sure your insurance program addresses your changing needs.
Personal Account Consultations: We provide Personal Risk Management programs for High Net Worth individuals