Financial Institutions

Consulting:

  • Expand or Introduction of new lines of business
  • Program expansion/contraction
  • Revenue Generation
  • Sales/Service training
  • Program/Product Audits
  • Strategic Planning
  • Risk Management

The Financial Institution:

  • Workers Compensation
  • Fiduciary Bond
  • Employment Practice Liability
  • Card Coverage
  • Property
  • General Liability/Bond
  • Directors and Officers Coverage
  • Umbrella

The Employees:

  • Employee Benefits
  • Group Medical
  • Dental
  • Life, Disability and Vision
  • Section 125/Flexible Spending

The Members or Customers:

  • Auto or Home Insurance
  • Identity Theft
  • collateral Protection
  • Mechanical Breakdown
  • GAP Insurance
  • Long Term Care
  • Life and Disability
  • REO/Lender Placed Programs

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