Select/Small Business Practice Leader
Vice President, Personal Lines
My clients typically don’t want to pore over dozens of long documents to understand their insurance. So, I take the time to create a spreadsheet that summarizes all of their assets and key exposures.
This ensures that everything is covered, there are no gaps, and that we jointly understand the full scope of issues. I know my clients’ time is valuable, and I want them to make good decisions. That’s why I make the process as easy as possible through a variety of steps, such as synchronizing renewal times, combining policies and consolidating carriers.
Over time, the spreadsheet becomes a living document that is constantly updated as needs change. This approach has served me well for a variety of clients, including high-net worth individuals and families, main street businesses and non-profit organizations.
A lot of agents like to complicate insurance, but it doesn’t need to be that way. For 20 years, my clients have turned to me for insight and the ability to help them manage the big picture. In the process, I have returned with some of the best priced premiums in the industry, and those same clients stay with me for years to come.
20 Years in the Industry
Specialties: High-end Personal Lines and Small Businesses
Practice Group Leaders
Property & Marine | Kevin O'Donnell
International | Scott Stewart
Casualty | Jonathan Bair
Executive Risk | Jim Lash
Captive | Kip Irle
Employee Benefits | Lisa Hawker
Environmental Risk | Don Bryant
Claims | Will Weaver
Risk Control | Dan Dimas
Private Client | Erica Jennewine
Aviation | Shawn Gratsch
Select/Small Business | Mark Holloway
Medical Risk | Steve Bogart
Public Entity & Schools | Joe Seay
Hospitality/Franchise | Jeannie Hylant
Real Estate | Steve Hylant
Construction | Marc Holland
Transportation | Kent Brown
Life Sciences | Michael Yon
Private Equity | Kip Irle