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
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
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… Read moreEVP, CFOSevern Savings BankAnnapolis, MD
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