Review and evaluate exposure.

 

Assess coverage program to identify gaps, inconsistencies and specifications.

 

Structure a marketing plan and underwriting presentation.

 

Negotiate coverage specifications and enhancements.

 

Develop client marketing reports that document the marketing activity and communicate the status of efforts to place risk.

 

Evaluate coverage proposals/quotations to determine their value and responsiveness to the insured's needs.

 

Prepare coverage analysis and comparisons.

 

Development of insurance presentations that can be used for or integrated into a client's presentations to the insured.  We can customize the marketing reports and coverage proposals with your name and logo.

 

Sales support.  Gather information for our clients that supports the insurance purchase decision.  Attend insured meetings with clients to present quotes and discuss coverage and exposure issues.

 

Client seminars and workshops to give existing and new employees current product & coverage training.

 

New Business Prospects.  With respects to professional liability we may be able to provide qualified lead lists for certain classes of business.