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.
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
Community bankers wear many hats and with the challenges we face today, leaving your insurance policies to chance is a risk none of us can afford. Scott is an insurance professional who knows the banking industry, he understands our business is constantly evolving and the need for specialized insurance programs. He responds quickly to our questions and works hard to find us the best coverage for our needs.Northfield Savings BankNorthfield, VT
