Independent commercial insurance brokerage
We work with nonprofits and professional-service organizations on management, employment, and crime insurance. We prepare the account, seek proposals, and explain our recommendation to the people making the decision.
We identify the entities that deliver your programs or services and the people who govern them. We ask how staff, contractors, and volunteers take part, and who handles organizational or client funds. That account forms the basis of the insurance application.
We take the submission to market and handle the follow-up. When quotes arrive, we examine definitions and exclusions that could affect the organization. We compare the terms and explain any open issue alongside our recommendation.
A professional firm in San Francisco may use employees and independent contractors on the same engagement. We review who supervises that work and whether it includes handling client money. We check those responsibilities against the proposed management and crime insurance and identify where professional liability needs separate attention.
Leadership
Leadership names have been supplied for this publication. Formal titles and responsibility summaries require company verification before they are represented as fact.
Contributors
Contributors write practical guides on insurance preparation and policy review. They are listed separately from company leadership.
Choose a time to discuss insurance for your nonprofit or professional firm. We will identify the requirements and help assemble the application for insurance quotes.
Discuss commercial insurance