Insurance Placement

Business Risk and Insurance Consulting

We believe a risk management program, particularly an insurance program, is fluid and needs to be tactically approached in three- to five-year increments. What is an appropriate way for your company to transfer risk now might not be the right fit in five years. As your company matures in size and scope, you can take advantage of the opportunity to enhance or flex your plan design.

When we send your applications and information to insurers to obtain their proffers of coverage (generally called brokering in the insurance world), we seek to find the best combination of coverage and cost that fits your needs…which fits your cash flow, risk tolerance and five-year plan.

When we place an insurance program, we place it specifically for you.

In our specialty practice groups, we have access to exclusive insurance products with coverages customized to your specific industry.

We are a People-Business.

We won’t have a ‘service center’ in another state handle your everyday needs.

As an independent, regional insurance broker, we have a personalized model we use to broker your program to the field of insurers, and service your account thereafter.

Pictured: Brandon Mundie, CFO

FROM THE BLOG

Business Insurance Insights

Common Exposures All Airbnb Hosts Should Consider

by Valent Group | Jun 29, 2022 | Business Insurance, Condo Associations, Real Estate

In today’s technologically advanced world, individuals have a unique opportunity to efficiently rent out their home, spare bedroom or other accommodations through Airbnb, an online hospitality company. For travelers, Airbnb is a convenient platform that provides...

NOAA Predicts Above-average 2022 Atlantic Hurricane Season

by Valent Group | May 27, 2022 | Business Insurance, Condo Associations, Real Estate, Risk Management

For the seventh consecutive year, forecasters at the National Oceanic and Atmospheric Administration's (NOAA) Climate Prediction Center are predicting an above-average Atlantic hurricane season—which extends from June 1 to Nov. 30. According to forecasters, there is a...

PCORI Fee Due August 1

by Valent Group | May 26, 2022 | Business Insurance, Compliance Check, Employee Benefits, Human Resources, Safety

The Affordable Care Act (ACA) requires health insurance issuers and self-insured plan sponsors to pay Patient-Centered Outcomes Research Institute fees (PCORI fees). The fees are reported and paid annually using IRS Form 720 (Quarterly Federal Excise Tax Return). The...