It all begins with a conversation. A conversation centered on you, your family and your business.
Plan Smart is our way of getting to know you. Every person and every business has a story and we think it’s critical to know yours.
To Live Big means knowing that you are covered. It means knowing that the things that matter most to you will be protected.
Together we identify your potential risks, system breakdowns and vulnerabilities. Solving these gives you peace of mind, allowing you to pursue those big dreams in life.
We help you develop a plan – a smart one. It might be in the form of insurance, risk mitigation or strategic planning.
It’s more than a quote, it’s more than premium, it’s understanding you and developing a plan that lets you Live Big.
Insurance is one of your largest expenses. How do you know that it’s being managed effectively? From small businesses to large international corporations, our risk management and consultative programs are designed to move beyond the traditional approach of “just quoting” insurance.
Our Business Insurance specialties include:
• Property Insurance
• General Liability Insurance
• Business Owner’s Policy
• Workers’ Comp Insurance
• Umbrella Liability Insurance
• Commercial Auto Insurance
• Professional Liability Insurance
• Inland Marine Insurance
• Crime Insurance
• Specialty Coverage
Our Professional Risk Specialties include:
• Directors & Officers Liability
• Errors & Omissions
• Fiduciary Liability
• Cyber Liability