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Home > Business-Insurance > Client Advisory Services

Client Advisory Services


Client Advisory Services Information

a woman sitting at a tableProperty 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.
Personal Insurance Auto Insurance Flood Insurance Homeowners Watercraft & Boat Motorcycle Personal Umbrella Recreational Vehicle Tenant Dwelling
Commercial Insurance Commercial Auto Commercial Property Commercial Umbrella Employee Benefits General Liability Investment and Retirement Small Business Insurance Workers' Comp

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Main Office 4155 Phelan Blvd Beaumont, TX 77707 409-832-7736 Fx: 409-833-1721
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