Client Advocacy
A never ending process that utilizes our experience, integrity and expertise, always putting the client’s best interest first.
- Packaged Insurance Program Marketing: Most advisors use a standardized application system. We tell a story – we learn their business on the front end. Customized insurance applications – unique packaging method
- Issue Identification and Resolution Meetings (frequency determined on a client and case by case basis.)
- Employee Education
- Employee Surveys and Data Interpretation
- Employer Brand Development
- Communication with work force
- Current provider performance
- Safety workshops
- Training (internal safety training, risk management, return to work policies (light duty), fleet operator training and management
- Effectiveness of communication with third party service providers
- Qualitative empathy
- Tools & services
- Board level advisory services
- Global Carrier Network - developed over 85 years