English author Lewis Carroll said, “If you don’t know where you are going, any road will get you there.” We like the update from baseball great and sometime philosopher Yogi Berra, who said, “If you don’t know where you are going, you’ll end up someplace else.”
We think Yogi may have worked with the wrong insurance firm, because that’s how many commercial policies are created.
Our partnership starts with learning where you’ve been and where you want to go. We’ll get to know you, your business, your corporate challenges and your business goals. Only then can we develop plans that support your goals and minimize your challenges.
Following is a graphic overview of our proprietary client planning process.