Professional Client Care®

Our Unique, Proprietary Organizational System Is Our Cornerstone, and Your Asset.

Our custom created Professional Client Care® program is an industry tour de force. For starters, it provides you maximum organization and accessibility to EVERY part of your corporate insurance program.

Secondly, you are assigned a specific team with team members who know you and your business. They are committed to your complete satisfaction and are equipped with the precise expertise to address your concerns and solve your problems. Very simply, their number one priority is you.

Risk Management

Our feet are firmly planted in the present, but our eyes are always on your future.

Risk management is a tool for formulating insurance needs for the future – it looks ahead. This is a critical counseling function that is essential to avoiding future problems.

Policy Review Process
Contract Review System
Counseling and Advisement
Safety & Loss Control Services Coordination and Delivery
Client Education and Risk Topics

Your Account Management Team

Our team is your team…selected specifically for you to work for you.

The foundation of our service structure is your account management team. We assign team members with specific skills, experience levels and professional credentials to provide you with a high level of easily accessible, quality service.

We hire only knowledgeable professionals of the highest integrity, and keep them up-to-date with ongoing training – all to provide you sound insurance management solutions to better run your business.

Your Claim Management Partners

From initial notification to final resolution, we are alongside you every step of the way.

Timing is everything when it comes to reducing overall claim costs. Outstanding claims become more costly, not only to the insuring entity but to your business as well. We aggressively manage outstanding claims by tracking and developing loss history patterns, which enables us to determine the areas of your operation that need loss control attention. As your partner from beginning to end, we will aggressively pursue all aspects of each claim – from initial notification to final resolution.

Your Insurance Manager

We believe in our system so much, it’s the cornerstone of our business and your critical advantage.

For those who still like paper, we provide you with an insurance manual which is a critical part of our Professional Client Care®. It’s a unique system that allows you to keep all the various parts of your corporate insurance program organized, easily accessible and current.

For those who prefer 24/7 electronic access to your insurance and risk protection documents, wherever you may be, you can sign on to our secure, easy to navigate Client Portal.