CONSULTING SERVICES TO THE INSURANCE BROKERAGE COMMUNITY
OVERALL OBJECTIVES:
1) To support the existing broker-client relationship.
2) To enhance and expand the value added services your brokerage firm currently provides to its clientele.
SERVICES
1) Insurance Consulting:
Program review analysis and design, coverage enhancements and innovations for specific clients(s); application assistance, review etc.
2) Risk Management/Loss Prevention
Broad range of services can include but not limited to:
General consultation advice and guidance (responding to client queries and requests for guidance)
Contract Review, analysis and presentation of suggested modifications – contract reviews are not limited to insurance and indemnification provision – CRMC reviews the entire agreement
Risk management seminars, workshops etc. – presentations to groups or customized for specific firms in a “lunch and learn” setting
Newsletters and risk management advisories on current, important business issues affecting liability exposures of design and construction professionals
Enterprise and Operational Risk Assessments incorporating the “Self Critical Risk Analysis” and "The CRMC Risk Assessment"
In addition, CRMC can support brokerage firm’s efforts and initiatives on the professional society level i.e. AIA, ACEC, NSPE etc. be they local, state or national
3) Claims
Services include a broad range of claims consulting, assistance in claims review management, monitoring, working with the carrier and client. Services can also include working with the brokerage firm in developing benchmarking data.
4) Staff Training and Mentoring
Enhance the mentoring of new/less experienced staff currently undertaken by agency principals. Training can include topics such as but not limited to: Coverage/Policy forms and applications. Risk Management for design and construction professionals. Contracts and contract review.
As an insurane agency or brokerage firm, if you are not offering value to your clients and you are not providing value-added services to your clients then the only way for you to compete is with the lowest price. You cannot sustain your business or at a minimum a presence in a particular produt line just on price alone because in the insurance business you know there is always some company out there with a lower price. However, when you add value to your client relationships you take significant steps in insulating your firm from those competitors that compete on price alone. Let CRMC show you how you can sell value and compete and win against the low ball competitors. CRMC can help your agency become a market leader and put you in a position to sell against the agencies that can only sell lowest price.
