Case Studies
Don’t just take my word for it. Read these case studies and see what others have gained…
“We saved over $15,000 on our renewal this year. It’s been a pleasure working with him.” Michelle Dvorak, Paladin Data Systems
Case Study:
- A small business owner has had the same agent and insurance for 13 years. After reading one of my articles, he decides to check out his Business Income coverage on his Commercial Property policy. To his shock, he finds that he is underinsured by 63% and subject to a coinsurance penalty. Oops.
“We made several changes following his audit which we feel will prevent any unnecessary losses in the future.” Randy Johnson, Apple Physical Therapy
Case Study:
- A client and I met to discuss his commercial insurance policy. Turned out the space we were sitting in was uninsured. He had coverage for liability, business autos, and equipment, but not his office space. Oops.
“He is the ‘go to guy’ to answer your insurance questions.” Aviv Shahar, Aviv Consulting
Case Study:
- A client with 45 employees in two locations had no Employment Practices Liability. I encouraged them to purchase it. Within 3 months, they suffered a claim that was now covered and saved them tens of thousands of dollars.
His integrity and ability are of the highest quality and we have achieved measurable results in the form of dramatically lowered insurance premiums and accidents.” Kyle Kincaid, Parker Lumber
Case Study:
- A client that was a subsidiary of a larger organization was protecting their portion of a commercially owned building. Turns out they had a coinsurance clause which left them open to getting 20 cents on the dollar had their been a loss. The situation was quickly resolved.
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