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

Remember Heat Illness Safety

by Valent Group | Feb 19, 2024 | Business Insurance, Safety

When OSHA visits they will be looking for the usual documented programs and training such as Lockout Tagout, Hazard Communication, Ladder, Aerial Lift, Emergency Action, etc. This year they will also be looking for a Heat Illness Prevention program and training....

2023 OSHA Forms

by Valent Group | Jan 30, 2024 | Business Insurance, Risk Management, Safety

Do you need to complete OSHA forms for 2023 for your business and post them in your workplace by February 1, 2024? Different types and sizes of businesses are required by OSHA to complete injury and illness forms and report the data to OSHA. OSHA requires employers to...

The Role of an HOA and Condo President

by Valent Group | Dec 21, 2023 | Business Insurance, Condo Associations, Real Estate, Risk Management

Similar to the CEO of a company, the president of a homeowners association (HOA) plays the primary role in decision-making and overseeing the day-to-day administration of the association. Some HOA presidents receive compensation, but most are unpaid volunteers,...