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Professional Service Firms

If you own a professional services firm, you know that it presents a unique set of exposures. Our benefits programs are designed to serve your stratified workforce. And, with a property insurance program designed to cover errors and omissions, we can protect your assets.

When you work with our team, we begin with an analysis of your needs and exposures, set priorities and objectives, conduct thorough pre-underwriting, and evaluate carrier options. Next, we pair you with the right carrier coverage and implement a tailored program. Throughout our relationship, we evaluate the effectiveness of our programs and adjust as needed to continually improve your program.

Client Anecdote: A multi-site professional service firm experienced escalating group health insurance costs. In response, we designed a tiered program with an HSA/HRA option to offset costs, and implemented an extensive employee awareness campaign. The new plan was rolled out successfully.

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With 25 years of experience in the insurance business, Roy specializes in large Property & Casualty risk management programs, including loss sensitive and alternative risk transfer. He is a member of the Hartford Insurance Company Agents Advisory Council. A CPCU candidate who holds an Indiana Agents License, Roy earned both his B.A. and M.S. from Butler University.