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

D&O Policy: No Longer Optional Coverage for Auto Dealers

by Valent Group | May 13, 2021 | Auto Dealers, Business Insurance

When is the last time you checked your Directors and Officers (D&O) policy? Chances are high that you either don’t have D&O coverage in place, or if you do, it’s a scaled back version. While you may be relying on your discrimination policy within your EPLI...

Preparing Your Condo Community for Summer Risks

by Valent Group | May 10, 2021 | Business Insurance, Condo Associations, Real Estate

As summer approaches, community managers have new seasonal risks and exposures to address. In the Southeast, hurricanes pose a recurring threat. Also, as more people head to the coasts for vacations, pool safety should be reviewed to avoid liability. Below we provide...

Commercial Risk Insight: Workplace Retaliation, Severe Spring Weather

by Valent Group | Apr 9, 2021 | General Commercial, Risk Advisors, Risk Management, Safety

Prevent Workplace Retaliation Claims Each year, numerous workplace discrimination complaints are filed with the Equal Employment Opportunity Commission (EEOC). In 2020, retaliation was the most frequently cited claim, accounting for more than half of all charges...