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
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
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