Besides marketing our clients insurance plans, I have a formalized risk management process which is provided to our clients at no cost. I look at all aspects of their business, how they deal with clients, customers and vendors. We look at all areas of risk , not just insurance. We then have a formal report which we share with our clients so they understand what they have , what needs to be changed, and use this report in ongoing meetings for bench marking our service and for updating the clients risk program. This in depth analysis can result in reduced premiums and better coverage for our clients. We also work with a
valued partner who will provide a no cost analysis of your technology risk from a physical standpoint.I am also available to speak to your clients or prospects on risk management, and "What you should know about insurance, which you are never told. "
About Us
Products & Services
We do a risk analysis for our corporate clients at no charge. I have several friends in the Jewelry business, would be interested in talkin
Recommendations Given (3)
"We have staged many business dinners with the . They have always provided us with great venues..."
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"We have staged many business dinners with the . They have always provided us with great venues and service .They have a very deep and varied wine list and Chef Christopher is a very accomplished chef as evidenced by his many awards. "
"I have known Hank for many years he is honest and a hard worker who knows his business"
Recent Activity
Years ago we had an agency and in reviewing receivables , a small percentage of clients were responsible for in excess of 90% of our receivables . I drafted a letter stating that since they expected the best pricing and service we expected to be paid on time. We sent two notices shortly after...
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Years ago we had an agency and in reviewing receivables , a small percentage of clients were responsible for in excess of 90% of our receivables . I drafted a letter stating that since they expected the best pricing and service we expected to be paid on time. We sent two notices shortly after their service began and then they were cancelled . We lost about 5 percent of our business but our overall profitability went up by two points.our efficiency went up as well. It’s hard to lose what on paper appearsto be revenue but it worked for us
The answers below are excellent, but it always gets down to how many people you touch and that equates to how much time you spend, assuming you know your craf
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The answers below are excellent, but it always gets down to how many people you touch and that equates to how much time you spend, assuming you know your craf
Rates are trending up however,there are a number of low down programs. Generally as rates go up prices drop . FinLly ifyouri veatment money is with A. Companion bankyou can generally get a better rate
(more)
Rates are trending up however,there are a number of low down programs. Generally as rates go up prices drop . FinLly ifyouri veatment money is with A. Companion bankyou can generally get a better rate
I would put Centers of influence at the top certainly having an area of expertise and becoming a trusted advisor to your clients
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I would put Centers of influence at the top certainly having an area of expertise and becoming a trusted advisor to your clients