Scott Simmonds

Consulting On, But Never Selling, Insurance

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You are here: Home / Downloads and Updates From Simmonds on Bank Insurance

Downloads and Updates From Simmonds on Bank Insurance

 

Download forms from my book, Simmonds on Bank Insurance 2nd Edition:

 

Agent Selection Questionnaire – DOC formatted document

 

Bank Bid / Account Review Matrix – DOC formatted document


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Client Testimonial

I have been thoroughly impressed with Scott’s knowledge and understanding of the Insurance industry. Working with a consultant of Scott’s caliber certainly makes my job as CEO a lot easier, as it is nearly impossible to stay on top of all the changes in the industry. Knowing that we have the proper type and amount of insurance protection is very comforting. Scott has been very easy to work with and extremely responsive to all my questions and concerns. Matt KaubrisPresident / CEOOxford Federal Credit UnionMexico, ME
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. Roger MethenyCFOClear Mountain BankBruceton Mills, WV

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