Self-Assessment

How can you tell if an insurance expert is the right partner for your organization?

The fact is, choosing the right insurance and benefits advisory firm is one of the most difficult decisions organizations face - especially difficult if you do not have an in-depth background in insurance to evaluate potential insurance partners.

This assessment is intended to help you evaluate what you are looking for in an insurance advisory firm, and what insurance and benefits needs are your top priority. Please feel free to ask us for a more detailed explanation of each criterion or it’s importance in the decision process.

  1. Please rank each statement below according to how ‘true’ each it is for you.
  2. I/we have insurance needs that pertain to our business, our families, our employees, and ourselves.
  4. I/we are concerned that having different people handling different aspects of our insurance needs may result in duplicate coverage and unnecessary costs.
  6. I/we agree that an integrated plan has a better chance of leveraging legal financial opportunities, and we are interested in taking advantage of every possible opportunity and tax advantage.
  8. I/we agree it’s important to work with a person or company that we can count on for advice in dealing with day-to-day issues related to employees and key staff.
  10. I/we would like an insurance plan that isn’t just about risk mitigation, but that actually helps us achieve our goals.
  12. I/we would value a recommendation that incorporates the priorities, values and personalities of the people involved.
  14. I/we are interested in maximizing insurance products as essential components of our personal investment portfolio and wealth creation strategy.
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