Broker Selection & Marketing

We work hard to maintain the respect of brokers in addition to our clients. Knowing their strengths, areas of expertise, and current appetite allows us to make well-informed recommendations to our clients in the broker selection process.

Advice Regarding Broker Selection / Broker Services Review Process

  • Determine what services are most important to client
  • With input from client indentify several possible brokers
  • Prepare custom questionnaire for broker to complete
  • Review results of questionnaire and recommend brokers for final interviews
  • Assist clients in determining qualitative results of broker interviews
  • Recommend broker
  • Establish goals and written Broker Services Agreement
  • Monitor broker services on an ongoing basis

Competitive Marketing of Insurance Programs

  • ¬†Prepare insurance specifications
  • Assist with selection of brokers to compete
  • Assign Markets
  • Analyze proposals
  • Negotiate with brokers/carriers for terms/conditions/cost
  • Recommend best value proposition to client
  • Check accuracy of policies¬†after they are issued

Testimonials

I would rather have the combined wisdom and experience of professionals with many successful years in the insurance industry working on my behalf on a fee-for-service basis, than someone who bills their time on a commission basis where the advisor knows that if he does not make a sale, he or she will not get paid.

Jeremy N FlomCLCS Account Manager, Aon Private Risk Management Insurance Agency, Inc.

I would rather have the combined wisdom and experience of professionals with many successful years in the insurance industry working on my behalf on a fee-for-service basis, than someone who bills their time on a commission basis where the advisor knows that if he does not make a sale, he or she will not get paid.

George StarkStark Capital Management