Custom
Solutions
Many clients come to us seeking something different,
an alternative to other insurance brokerage firms. And
we do differ from other firms, both in our philosophy
and our
approach to working with clients. Our approach is to start
with our clients' business challenges and objectives and
arrive at the insurance program that will best address
their needs. Our industry expertise combined with our
knowledge and understanding of clients' operations, allows
us to create innovative and effective approaches to insurance-related
business issues.
Clients know that they can rely on our experience and
expertise to help them identify exposures that could
threaten the security of their business. With a full
staff of insurance specialists, we have the knowledge,
experience, and resources to design and place customized
insurance programs and meet clients' day-to-day insurance
needs.
We listen carefully to our clients concerns and allow this
to guide us in developing appropriate benefits solutions.
Each client works with a team of experts best
suited to their particular needs. This team is responsible
for all aspects of marketing, brokering and servicing
the client's benefits programs.
Products
We provide expertise on all product lines that
are essential to an integrated Employee Benefits Program.
Our in-house staff and strategic alliance partners give
us the depth of knowledge our clients expect from their
benefits consultant. Some of the product areas where
we help our clients include-
- Alternate Funding Plans
- Communication solutions
- Executive Benefits
- Health & Welfare Employee
Benefits Consulting
- Mergers & Acquisitions
- Personal Insurance Programs
& Select Account Services
- Private Equity Services
- Retirement & Financial Services - 401 (K) Plans
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