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.
Property Casualty 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.
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!
1263 San Mateo Drive * Menlo Park * California * 94025 * 650.329.8111 Phone * 650.329.1777 Fax * License #OB45304
