We are committed to servicing our clients with the highest integrity and care. As
a broker, our interest is in representing you, our client, and not the insurance
carriers.
Business Insurance
As your broker, we are committed to the following services:
Benefits
As your broker, we are committed to the following services:
Personal Lines
As your personal lines broker, we are committed to providing the following
services:
Self-Insured Entity Design and Implementation
Let us tackle your insurance problems that others said they can't solve!
a broker, our interest is in representing you, our client, and not the insurance
carriers.
Business Insurance
As your broker, we are committed to the following services:
- A thorough understanding of your operations and the risks involved.
- Preparation of comprehensive underwriting submissions.
- Presentation of your company to insurers that understand and specialize
in the risks of your industry. - Negotiate with underwriters for the most favorable policy terms,
conditions and final premium. - Deliver your checked policies and summary of your insurance program.
- Periodic reviews of your operations to confirm that the insurance
coverages are effectively covering your risks.
Benefits
As your broker, we are committed to the following services:
- A thorough understanding of your operations.
- Commitment to helping our clients protect themselves as well as their
valuable employees. - Market and analysis of the best coverage for least cost.
- Employee Education and placement of coverage.
- Help employees with questions or claims issues.
- Monitor the market to maintain the best benefit/cost.
Personal Lines
As your personal lines broker, we are committed to providing the following
services:
- A comprehensive evaluation of your personal assets and risks.
- Preparation of comprehensive underwriting applications.
- A thorough explanation of your policies and the coverages afforded within
each policy. - We will provide a side by side comparison evaluating your current
coverage with our proposed quote(s). - Assistance and direction in working with the insurance company should
a claim occur.
Self-Insured Entity Design and Implementation
- Preliminary counsel and assessment - to determine if self-insurance is
appropriate for your organization. - Program design - for a well balanced manageable program with the
most suitable levels of retention and the most complete coverage. - Program development - to assist with regulatory compliance,
development and implementation of funding methodology. - Reinsurance services - for placement and negotiation of reinsurance
and excess insurance. - Administrative management and advisory services - to provide and/or
coordinate the delivery of such services as underwriting, claims, risk
management, marketing, finance and administrative support.
Let us tackle your insurance problems that others said they can't solve!
| Peninsula Office 1263 San Mateo Drive Menlo Park, CA 94025 650.329.8111 Phone 650.329.1777 Fax License #OB45304 |
Services
Services We Provide
| South Bay Office 2055 Junction Avenue, Suite 212 San Jose, CA 95131 408.526.1112 Phone 408.526.1777 Fax License #OB45304 |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |