Download forms from my book, Simmonds on Bank Insurance 2nd Edition:
Agent Selection Questionnaire – DOC formatted document
Consulting On, But Never Selling, Insurance
Client Testimonial
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
Your involvement has been of great value as we work through complex insurance issues. The detailed support you provided helped us strike a better balance between coverage and premiums during our last renewal. I appreciate your responsiveness and the fact that you’re only a phone call away for insurance information and assistance.Androscoggin Savings Bank
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