Success Stories


Church finance committee lacked the expertise to bid and evaluate their current property & casualty portfolio.  Buildings were undervalued, token employee theft coverage, no CYBER policy, no coverage for the day care students.  Bid packets were developed and distributed to qualified agents and direct writers of church programs.  Coverage was significantly improved, premiums reduced 6% […]

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Two buildings not on the property schedule.  No bailees coverage.  Workers compensation policy missing admiralty endorsements.  By not having to sue their agent, the marina saves $25-50K in upfront legal fees and the two years spent fact finding, depositions, meditation, and court appearances.

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