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We seek to become the provider of choice for all of our clients and potential clients offering them a broad array of professional services and products.

We are committed to the education and training of our personnel and staff. We achieve excellence in servicing standards through the application of moral and ethical principles.

Products and Services

Insurance Products
We offer a wide range of insurance coverages to fully service all of your corporate and personal needs:

Business Insurance
Including Executive Protection; Professional Liability; General Liability Property;  Fidelity; Inland Marine; Workers Compensation; Commercial Fleet/Auto Coverage; Retrospective Rating Programs; International

Employee Benefits
Group Life, Health & Disability; Section 125 Cafeteria Plans Pension/Profit Sharing Plans; 401(k) Savings Plans; Salary Continuation
Deferred Compensation

Business & Estate Planning
Buy/Sell Funding; Key Person Life/Disability
Business Perpetuation Planning; Wealth Accumulation Planning
Estate Preservation/Tax Planning

Personal Insurance
Automobile; Homeowners/Condominium Owners
Umbrella/Excess Liability; Collections/Valuable Articles
Life Insurance; Health/Disability Insurance
Medicare Supplements; Long-Term Care


Consultative Partner Services
Our Partner Services can assist your firm in the following critical areas:

Loss Control
OSHA Related Services including:  OSHA 300 Log Maintenance
Mock OSHA Audits; OSHA 10 & 30 Hour Training; Accident Investigation
Job Site Inspections; Material Handling and Ergonomics

Claims Management Services
Ongoing Claims Review & Analysis; Experience Modification Audits
Claims Tracking/Analysis using Pivot Software
Reserve Strategies; TPA Evaluation

HR Services
HIPAA, Family Medical Leave Act, Employee Assistance Programs
COBRA Compliance; Employee Handbooks; Job Descriptions

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