Meet with you to review insurance coverages.

Prepare recommendations regarding gaps in coverage and exposures.

Present annual proposal.

Provide updates on current industry trends that may impact your business.

Develop a relationship with you that encourages the use of your Account Executive as a resource on multiple issues.

Monitor the service given to you by our staff, and address and resolve any problems.

Maintain ongoing communication with all the key staff members in your company.

Periodically provide stewardship reports, coordinating the input of the producer, risk management and legal areas of our agency.

Review accuracy of dividend calculations and monitor the timeliness of the delivery of dividends.

Review open claims.

Use reporting period applicable to the calculation of the upcoming experience modification.

Develop a tentative modification and discuss its financial implications.

Review adequacy of reserves and technical calculation of retrospective rated plans.

Ensure, first and foremost, service to you, our client.

Assure timely service regarding all aspects of your insurance program.

Continually foster a relationship of mutual trust between your company and our agency.