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’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
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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