Agent Policy Audit 
Video \ Slides \ Overview \ Checklist \ Flyer

To protect your business you probably work with a local insurance agent that you trust. Because so much is at stake, however, it’s critical to be sure your program is as comprehensive and cost effective as possible. 

If you talk to insurance agents, some will suggest you allow them to bid on your policies, even though they know the bid process is inefficient and ineffective. 

As better alternative you may want to consider hiring a professional agent to perform an independent audit of your program. Doing so preserves your relationship with your current agent yet gives you an independent and objective review of your program’s cost and coverage adequacy. 

We believe your insurance program is critical to your success, so we offer tools that improve your protection while saving you time, money, and effort. 

Please see the above links to learn more, and feel free to contact us when we may be of service.  Thank you!