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BUSINESS COVERAGE:
Package policies
Business Automobile
Workers Compensation
Liability, Fire, Crime, Marine
PERSONAL COVERAGE:
Automobile
Homeowners
Umbrella
Valuable Property
FINANCIAL SERVICES:
I.R.A. Pensions
Life Insurance
Disability Plans
Group Medical Insurance
PROFESSIONAL COVERAGE:
Medical Malpractice
Diretors & Officers
Errors & Omissions
Employement Practices Liability
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SERVICES
It has long been our agency prerogative to provide you with a certain structure and manner in which we obtain the information needed in an effort to simplify the process to provide you with the best possible proposal.
The following is a guideline to assist you in accumulating the necessary information to obtain a quotation.
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Start 120 days prior to renewal date
Arrange first meeting at 90 days
Review current exposures
Property and contractor's equipment
Payrolls
Sales
Vehicles
Motor Vehicle Reports
Loss History
Loss Control
Definition of hazard
Evaluation of risk
Recommendation for safety
Recommendation of risk sharing
Evaluation of current written safety program
Design of revised or original written safety program
Meetings to discuss end evaluate follow up
Assistance with recommendations
Presentation of proposal
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