Self-Assessment
How can you tell if an insurance expert is the right partner for you or 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 simple, 7-question 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 its importance in the decision process.
Please rank each statement below according to how ‘true’ each is for you.