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Community Financial

Services

Insurance Reviews & Consulting

We can review and help you understand your current insurance policies purchased through any agent. Our services include a comprehensive review of your basic operating procedures in those areas where Property and Casualty, Fidelity, and Management Liability and other insurance policies may assist in reducing or transferring the burden of financial harm and protect the assets of the institution. A final report will be submitted of our findings and include a summary of your existing program, a peer comparison, along with recommendations for improvements.

We can also review your current employee benefits program and offer flexible plan design options to choose from at competitive group rates.

Risk Engineering

We will work with your insurance carrier to develop innovative, practical and cost effective solutions to loss control problems.

Educations Seminars, Workshops and Webinars

Keeping informed and promoting exchange of ideas and experiences help all of us. We are available for educational seminars, workshops and webinars that do just that.

Claims

Our agency’s Customer Service Representatives will make certain everything is taken care of and all of your questions are addressed. If additional information is needed, we will be your claims advocate and assist you in working with the carrier.