Business Advisory





Structured account management processes ensure the service commitment is met. Our agency management system allows for communication, documentation and open activities to be shared with the assigned client services team to ensure consistency and completion of tasks. Additionally, leveraging technology creates efficiencies that lower cost and eliminate processing redundancies. Sharing of documents between our firm and yours is also streamlined through proprietary technology.

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Consistent. Reliable. Proactive.

Account management includes clear and concise proposals and summaries, an organized pre-renewal process, coordination and assistance with all financial related matters (billing, premium finance, audit and claims).

Advocacy (similar to wording used in Risk Management/Advocacy section)

Loss Prevention and Control services are offered to supplement insurance carrier activities. Our professionals will serve as your liaison in directing, coordinating and providing safety related support services.

Claims Management includes ongoing consultation, coordinating service agreements and aggressively negotiating reserve reductions. Claims management is offered for all lines of insurance coverage.

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Our service delivery standards are founded on communication and accountability.

The annual Service Timeline, developed at inception of our engagement, is your assurance that we will fulfill our service commitments throughout the term. This structured approach to account management ensures our accountability, consistent service delivery and your continued satisfaction with the partnership.

Stewardship reports provide an annual summary of achievements and results accomplished. Activity and results are measured. Value received from our representation and relationship with you and your organization are featured.

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