Insurance, Risk and Valuation

This is something I simply don’t understand – insurance professionals who are reluctant to advise – just because of their Errors & Omissions exposure?  If they’re the professionals, why not use their expertise and training for their clients’ best interests?

Are they afraid that their clients may see them for what some salespeople truly are?  A salesman/saleswoman and not a professional advisor!

Maybe they would prefer their clients approach us first – for Risk Management advice.  This definitely helps avoid that observation, doesn’t it?

Recently, I spoke with an insurance broker who refused to assist a client in the determination of adequate Business Interruption insurance – afraid of a loss on their E&O!  He felt that the worksheet sent to a client should be completed with their accountant but mentioned that he doesn’t know any accountants who feel comfortable completing these insurance forms.  I then offered our firm’s experience and services to the broker.

We’ll be happy to review Financial Statements and Contracts/Leases/Franchise Agreements and advise on issues like Business Interruption losses, Employee Dishonesty limits, Trade Credit Insurance, etc.  We can assist in working on “replacement cost” determination/evaluation so that you are adequately insured!

Have you ever experienced a loss where you felt you were protected and found out otherwise?  Let your CFO, Controller, Accountant and Lawyer know about us!

We are very pleased to work alongside your other professional advisors and work with you and for you – not against you.

Our costs are always very reasonable.  Why not contact us now for further information?

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2 Responses to “Insurance, Risk and Valuation”

  1. insurance Says:

    hey,you have a great site here! I’m definitely going to bookmark you! Thank you for your info.And this is insurance site. It pretty much covers insurance related stuff. 🙂

    • wriskmanager Says:

      Thanks. Checked out your site and only issue I have with the “cheapest” is what kind of AM Best rating (or other like S&P) might be assigned when comparing – just a suggestion for you.

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