Consulting On, But Never Selling, Insurance
These worksheets are from my book, The Credit Union Insurance-Assurance Workbook V3.1, available for sale from Amazon.
Workbook pages in .doc format – For use with Microsoft Word or other word processing software.
Workbook pages in .pdf format – For those who would rather complete the forms by hand.
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
Northeast Bank has made it a regular practice to review the status of our various insurance policies and we are very pleased with Scott’s ability to deliver real value in the form of personalized service and quality information. Scott does an excellent job of explaining the various issues and identifying opportunities that result in the right level of coverage for our institution.President and CEONortheast Bank
