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
BPC Corporation is a multi-bank holding company with the Bank of Putnam County being family owned for 109 years. Scott’s professional expertise has been a valuable addition to our organization. His knowledge and ability to explain the coverage in a “common sense” approach has enhanced our understanding of the insurance we currently have and identified additional areas of coverage available. Scott has always been very responsive, objective, and unbiased in his answer of various questions.…CFOBPC CorporationCookeville, TN
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
