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
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
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