Client Bill Of Rights

As Your Insurance Agents, We Agree to do the Following:

• Provide considerate and respectful insurance and risk management services.

• Only work on your behalf if we have the skills, knowledge and experience necessary to provide excellent service.

• Design insurance programs that meet your specific needs, identify loss sources and cost control programs.

• Always negotiate the best value (price, coverage and terms) on your behalf.

• “Tell it like it is.” To be forthcoming with you in all transactions so that you may plan accordingly.

• Act on your behalf in the most professional manner possible and conform to all legal and ethical guidelines.

• Communicate. That means I will be an active listener, return telephone calls and Email as soon as possible and provide regular case status updates.

• Obtain your authorization before binding any coverage on your behalf.

• Preserve your confidences and only disclose the information about your business or other matters, to persons on a ‘need-to-know’ basis.

• Remain current on the laws and trends related to your business/industry.

• Properly maintain all insurance policies and records related to your account.

• Maintain and store your records in a place that is secure from theft and unnecessary access.

• Promptly release client files upon demand.