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Hi Natalie, I have worked with Bill and Joanne Truby (at a prior employer), and their program is very thorough.  They have worked with many companies all over the world and have a very diverse approach.  They offer in person training and an online program ...

Hi Thomas, Evaluating all of your options out in the marketplace can mean a number of things and the process for "quoting" your insurance will be unique to each organization. If you are currently working with an independent agent of any size and specialization ...

An ideal broker will have access to all relevant markets and alternative transfer vehicles for your particular risks. If you think that your broker is not consistently giving you the best value for your dollar, you should seek transparency with full disclosure ...

​Thomas, The auto and umbrella markets are the hardest in the insurance industry right now and are evolving on a daily basis. I would recommend marketing your program more frequently than in the past given the fluctuations in the marketplace. I am attaching out Q3 ...

I would be interested in a copy of the memo as well. Our employees have a difficult time understanding anything tax related. I'm interested to see how you communicate the change to your employees. Sincerely, Carolyn Brister, CBA Controller ...