We believe that the vast majority of business owners share 3 common concerns:

• Am I using my insurance dollars effectively and efficiently?

• Am I confident that my insurance policy will respond as I intended it to?

• Can I attract and retain good, quality talent?

I can understand why, I’ve seen first-hand the devastating effects on a business when risks haven’t been properly covered, and the impact it can have on not only the business, but also the personal life of business owners and their employees. Nothing is out of reach.  As a result, we’ve created an alternative to the risky bid and quote process followed by many in our industry. Our assessment oriented approach begins with understanding your business and what it is you are trying to accomplish. Once we have a clear picture of your goals, which typically include protecting your wealth, your business and your employees, we work with you to develop a plan to address potential risks and threats, and if necessary identify the right-fit insurance company to partner with to help you accomplish your goals and objectives.  This approach isn’t for everyone, but for those who are interested it can be a game changer. If your business relies on a low mod to bid or maintain work, our team of professionals can help you address the issues that are causing your mod to rise and threatening your business profitability and sustainability.


All-Lines Adjuster (6-20)

Associate in Claims (AIC)

Property & Casualty General Lines (2-20)