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
As we approached renewal time for our insurance policies, our Board wanted to be sure we invested wisely in insurance and obtained adequate coverage. In the past, we’ve always relied on our existing agents for insurance recommendations. Having someone like Scott that knows the insurance needs of banks and doesn’t sell insurance directly was something we felt we needed. His unbiased approach and expertise was something we lacked in the past. We’ve been working with Scott for severa…EVP, CFOSevern Savings BankAnnapolis, MD
Community bankers wear many hats and with the challenges we face today, leaving your insurance policies to chance is a risk none of us can afford. Scott is an insurance professional who knows the banking industry, he understands our business is constantly evolving and the need for specialized insurance programs. He responds quickly to our questions and works hard to find us the best coverage for our needs.Northfield Savings BankNorthfield, VT
