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
Hiring Scott to review the bank’s insurance policy quotes has proven to be a very good decision for the Bank. Scott is knowledgeable, thorough, and understood what we were trying to accomplish thru the evaluation process. Scott accomplished this on short notice and gave us his recommendation with detailed exhalations between the different proposals. On top of this he ended up negotiating a significant decrease in our premium.CFOClear Mountain BankBruceton Mills, WV
