Client Advisory Services
Client Advisory Services Information
 Property and Casualty
- Commercial Auto
- Commercial Property
- Commercial Umbrella
- General Liability Insurance
- Small Business Insurance
Employee Benefits
- ACA Compliance
- HR Advisory Services
- Wellness Programs
- Claims & Plan Utilization Analysis
Consulting and Risk Management
- Risk Management
- Identification and evaluation of risks.
- Development of risk management programs.
- Implementation of deductible, retention, and self-funded programs.
- Insurance Bidding and Management
- Public bidding of workers compensation, property, fleet, errors and omissions insurance, fire and other coverage.
- Preparation of insurance specifications and evaluation of bids, coverage and costs.
- Management and documentation of insurance.
- Claims Management
- Monitoring of claims service.
- Review of claims information.
- Loss Control and Safety Management
- Observation of loss control services and activities.
- Business Continuity Planning
- Planning and preparation with business owners to evaluate the ability to continue providing quality goods and services in case of a serious incident or loss of key employee
- Designing a comprehensive business continuity plan includes a tailored funding instrument to assist with the cost of plan implementation. Life insurance is often used as a funding instrument.
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