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

Security Options for Your Homeowners Association (HOA)

by Valent Group | Mar 1, 2020 | Business Insurance, Real Estate, Risk Management

Many potential home buyers are attracted to communities with active security programs; protecting the value of both individual homes and common amenities is a shared goal for members of a condo or homeowners association (HOA). Many associations engage security guards...

Risk Management for Your Homeowners Association (HOA)

by Valent Group | Feb 20, 2020 | Business Insurance, Real Estate, Risk Management

A homeowners association (HOA) is crucial for the upkeep of many residential communities. But HOAs can be threatened by a variety of risks and holes in insurance coverage; they have to handle money and hire contractors like a business, insure property like a homeowner...

Insurance for Homeowners Associations (HOAs)

by Valent Group | Feb 7, 2020 | Business Insurance, Real Estate, Risk Management

A homeowners association (HOA) shoulders not only the wellbeing of a community but also many of its inherent risks. With few regulations and no general insurance programs able to fit all HOAs, it is imperative to understand the details of your association’s coverage...