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Why Review Existing Coverage

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Inefficient Design

o Restructure the program to maximize the coverage and the annual premiums

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Underwriting 

o Preferred Writing Tiers within your existing insurance carrier may be available   

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Product Features

o There may be more improved products available to broaden the client's coverage 

Our Process

Transparency

o Explain in detail the products available in the marketplace

 

Access and Leverage

o We have the ability to advise clients where to place their insurance program to capture the optimal insurance coverages and premium pricing available

 

Collaboration & Integration

o The advisors explain the process of integration and why it's so important for their insurance program