What sets us apart from the large brokers?
Often
the various aspects of marketing, account management and support
services are segmented to individual profit centers within a
national brokerage. This can lead to bureaucratic barriers in
the sharing of knowledge and information. However, our
experience has proven that your time and interests are best
served by having a limited number of people responsible for
every facet of your account. The same team members that are
responsible for designing, negotiating and implementing your
program - will also be responsible for managing your needs,
addressing your problems and answering your questions on an
on-going basis. Our existing clients will attest that this
approach has provided for a rapid response to their needs and
greater account knowledge by all team members.
Before we can begin to provide the optimum risk transfer
program, it’s important that. . . .
We work to understand your needs.
We understand that every clients has its’ own unique needs and
objectives. Before we can determine the optimum structure of
risk financing and insurance, our first step is to work with you
to help you identify those needs.
We work to understand your business.
Our team invests time in learning your business. Too often,
brokerages lack the experience and knowledge to properly assess
a risk and present that risk to an underwriter. Businesses are
complex and as such, its’ important that we develop a thorough
understanding of what makes you unique and different.
We work to understand the marketplace.
We have access to an extensive marketing network and can access
hundreds of insurance companies and intermediaries. This
provides us with insight into the myriad of insurer created
programs available in the marketplace. However, often an
off-the-shelf solution will not meet the needs of a dynamic
risk. Our ability to create new and innovative approaches to
transferring risk ensures that our customers receive the most
efficient mechanism for their risk transfer dollar. Our programs
should make the market . . . not follow.
We work to leverage our relationships.
JP Financial Services is known and respected by insurance
carriers for the integrity of our submissions. We are also
recognized for structuring creative solutions. Our relationship
with the markets gives our client customer’s access to unique
programs and pricing that is not recognized by other brokers.
Once we have marketed your insurance program, our job is just
beginning. No matter how innovative and cost effective, a
successful risk management program cannot function without a
carefully planned account management process. We believe that
the scope of account management services must be comprehensive
and flexible to suit the needs of your company. Each Producer
and Account Executive have behind them a team of specialists who
deliver products and services necessary to successfully manage a
solid risk management and insurance program.