Advice Regarding Broker Selection / Broker Services Review Process
- Determine what services are most important to client
- With input from client indentify several possible brokers
- Prepare custom questionnaire for broker to complete
- Review results of questionnaire and recommend brokers for final interviews
- Assist clients in determining qualitative results of broker interviews
- Recommend broker
- Establish goals and written Broker Services Agreement
- Monitor broker services on an ongoing basis
Competitive Marketing of Insurance Programs
- Prepare insurance specifications
- Assist with selection of brokers to compete
- Assign Markets
- Analyze proposals
- Negotiate with brokers/carriers for terms/conditions/cost
- Recommend best value proposition to client
- Check accuracy of policies after they are issued