Consulting On, But Never Selling, Insurance
Here are some links to a variety of articles on insurance for banks, in general. You’ll find info on reading your policies, finding the right agent, how to negotiate renewals, a glossary of insurance terms, info on renewal strategies. Lots of good stuff here.
The Insurance Renewal Decision – Your Options
Multiple Agents Bidding Multiple Insurers
Agent Selection Questionnaire – Pending
Bid Summary Matrix – Pending
Scott’s approach to our insurance review was very professional and timely. We discovered several areas in our policies that had significant gaps in coverage or no coverage at all. Scott’s knowledge of financial institution insurance coverage needs is the best I have ever encountered. His opinions and thoughts are unbiased, because he is not representing an insurance company or receiving any commissions. I believe his fee was more than recovered by our premium savings, though our goal was not the…PresidentPremier BankRock Valley, IA
Scott brought an understanding of community bank insurance that neither our bank nor our agent possessed. As soon as we signed our contract, Scott became a member of our team and was only concerned with our best interest. I just wish we had contacted him sooner.CFOFairfield National BankFairfield, IL
