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
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
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