Banking, Commerical / Industrial, & Utilities


No Insurance Sales

Option 1 – Insurance Company Audit Reviews- (Workers Compensation and General Liability)

Option 2 – Insurance Policy Audits this includes a report to management of findings

Option 3 – Insurance Bid Specification preparation or Insurance Renewal Assistance

Option 4 РFull Risk Management Services to include:

  • Operational Audit
  • Insurance Policy Audit
  • Report on first two items
  • Bid specification completion (if requested) or renewal information preparation
  • Review of new insurance policies to be sure they comply with requests
  • Continuing Risk Management consulting services for the full term of the contract

Special projects as requested by client

ALSO – Speaking engagements – talks given to groups on insurance and risk management issues

Primary Industries include Banking, Commercial / Industrial, & Utilities