With over 25 years of experience working with business insurance matters, we can assist business owners in a variety of ways. From unique, simple to implement executive compensation tools to comprehensive property and liability solutions, Concierge provides its clients with the guidance and expertise they are seeking.
Are you confident in your providers? If not, let’s review your options.
Providing Clarity
The following are some examples of what our clients ask for help with:
– Which Property and Casualty Agency / Broker can provide our firm with the best coverage, service and pricing?
– How can we institute an efficient executive compensation plan?
– What benefits can we offer employees that will give us the most bang for our buck?
– How can we protect our interests if one of the business partners or key employees dies?
Strategic Resources
To provide truly concierge-level service, we partner with the best professional service firms who have demonstrated a debth and breadth of expertise and a level of service and professionalism that is consistent with our own standards. We will remain with you, as necessary, in order to ensure consistent communication and execution of designed strategies.
Resources include:
– Property and Casualty Agents and Carriers
– Financial Planners / Investment Advisors
– Health Insurance Advisors
– Legal
– Accounting
– Mortgage Specialists
– Banking
– Trust Companies