Testimonials

Having just completed the renewal process for our D&O and E&O insurance, I realized again how much I appreciate working with you and your company.  Prior to moving our insurance to you, we were cointinually frustrated with our agent.  He was part of a much larger agency, but their lack of knowledge regarding our needs, lack of knowledge regarding available alternatives, and disorganization regarding the renewal process made us constantly wonder whether we had appropriate coverage.

We appreciate your level of knowledge in an area that is uniquely technical.  Our health care network provides a package of services that don't fall into a typical business category.  You have educated yourself on our industry and have been diligent about researching and answering our questions.  You have explored different carriers and offered multiple options for us to consider, with a guiding opinion.

It is great working with you.  Your expertise and very professional, easy-going manner are greatly appreciated.

Sincerely,

G.D. CEO Missola MT   

As the Director of the value added programs, I have attended numerous reinsurance implementation meetings with Susan for our mutual clients.

During these meetings, Susan presented the appropriate material with such dedication, ease and knowledge of the product that she set the tone for the entire meeting.

With participants from a variety of departments and disciplines, Susan managed to respond consistently with respect to their various roles and perspectives.

Throughout the year, Susan continues to provide hands on assistance to our clients in helping them manage risk effectively. Susan, often serving as a liaison to our Program, is extremely effective in coordinating the appropriate parties on various client needs while guiding the task quickly and effectively for the most optimal outcome.

Susan’s, dedication, energy and enthusiasm with our shared clients is both inspiring and motivating.

Best regards,

J.K. Director  San Francisco  CA