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custom plan audit
How solid is your insurance?
In our experience, many insurance programs are more like Swiss cheese than a nice solid block of cheddar. Through no fault of their own, many business owners have policy gaps they are not even aware of. That’s where our custom policy audit comes in.
For each of our potential clients, we review your existing coverage from a forensic accounting perspective. The audit is an examination of your business operations structures, your records, and existing accounts to uncover your risk insurance exposure. The audit uncovers elements of your premium basis, classifications, and rates giving us insights into areas of exposure. We can offer solutions to address these exposures and potentially mitigate risk for your business and personal liability.
business owners
You deserve the respect and attention paid to your insurance needs that you offer your own clients. Yet somehow promises of attention rarely manifest into real, actionable insights that matter to your business. We know how complex business insurance can be and make it our job to do all the detail work that allows you to see clearly where your risk is, where your coverage begins and ends and make informed decisions about your business and personal exposure. From the kinds of insurance needs that pop up in daily business contracts and acquisitions to the kind of coverage that only really counts when the rubber hits the road, we take time to ensure you know what you’re getting and get what you need.
Our 97% retention-rate speaks to the care and attention we are able to offer our clients, regardless of their size. With us you get the kind of boutique experience you’ve been looking for.
individuals
There’s nothing fun about talking about insurance. We know it’s the last thing you want to spend extra time on. We also know how important the right coverage is in the face of any kind of loss. Insurance doesn’t matter until it does, and at that moment the right coverage can save not only money but family strain, emotional and monetary. We work hard so you don’t have to, gathering all the details of your personal coverage needs and sharing information freely to facilitate deeper discussions and more understanding.
At benchmark we are changing the way people see insurance; from complex and uncomfortable to clear and understandable. It may never be your favorite dinner-time conversation, but it can be easy, straightforward and understandable.
