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.
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
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
