vision:

We are the boutique insurance broker of choice for commercial agents serving the healthcare industry. We empower agents to help larger healthcare organizations with their insurance needs, with seven powerful tools:

1. Giving them a wider range of insurance products to offer their clients.
2. Providing valuable guidance and advice, based on our extensive knowledge and experience in the field of Healthcare Professional Liability, most often referred to as medical malpractice.
3. Helping agents to create tailored insurance solutions that meet the specific needs of larger medical organizations.
4. Helping agents develop a loyal client base through additional risk mitigation solutions.
5. Streamlining the process of obtaining insurance, by handling many of the administrative tasks.
6. Helping them negotiate the best rates and solutions for their clients.
7. Giving agents the confidence to take on larger clients, through our reputation and credibility in the industry.

Armed with these tools, agents achieve greater success as new sophisticated opportunities arise. As a result, they share their success stories with peers and we continue to grow as a team.

values:

• Integrity – We conduct ourselves with moral, ethical and intellectual excellence.
• Service – We Serve our clients, prospects, partners, each other and community.
• Charity – We give our attention, time and resources to those in need.
• Growth – We create and nurture growth opportunities and embrace positive change.
• Gratitude – We are grateful for the opportunity to serve those in need with integrity.

objective:

• Client Centric – Client needs drive all behavior.
• Exceptional – We Anticipate, Prepare and Execute better than anyone
• Passionate – In our commitment to Excellence

skills:

• Listening
• Paraphrasing and simplifying complex problems
• Identifying potential solutions
• Assembling the resources needed to solve complicated problems