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… Read morePresidentPremier BankRock Valley, IA
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
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