Brokerage services include but are not limited to the following:

• All forms of Commercial & Personal Property & Casualty Insurance
• All forms of Employee Benefits Insurance
• Negotiation of Policy Terms and Conditions
• Policy Review / Consulting / Managment
• Claim Review / Consulting / Management
• Insurance Marketplace Representation
• Risk Management Consulting
• Insurance Coverage Reviews
• Insurance Placements

Professional services available:

• Insurance Program Review
• Contract Reviews/ Negotiation Assistance
• OSHA Compliance
• Safety Incentive Programs
• Loss Control
• Environmental Exposure Analysis
• Lease Audit Review
• Earthquake Severity Analysis
• Business Income Coverage Analysis
• Disaster Recovery Plan
• Claims Management/ Consulting
• ERISA 404C Compliance
• Buy-Sell Risk Analysis
• Personal Insurance Program Review
• Executive Compensation Supplement Analysis
• Human Resources Assistance/ Consulting
• Mergers & Officers Limit Analysis
• ESOP Feasibility Analysis

Note: The services listed herein are provided on a negotiated fee basis and may involve our Firm’s Strategic Partners.