Insurance isn’t about price. It’s about people.
Our private brokerage works on the concept of being a trusted partner in managing the entire risk, not just the placement of insurance. We are experts in resilience and I create enhanced protection of profits, assets, and reputation for select clients.
We’re concerned about results and providing you a return on your investment whether you ever have a claim or not. The results for you are:
- Reduced total cost of risk
- Improved profitability
- Enhanced readiness and preparedness for operational viability
- Improved workplace safety
- Increased ability to survive any calamity
- Uncommon clarity and collaboration
- Utmost peace of mind
Our Unique Model to Benefit You
We build our private brokerage business through relationships. That simply means we value trusted relationships rather than transactions.
Result: As a Private Brokerage Client, your calls and texts are returned within 90 minutes and emails within four hours during normal business hours. You will get remarkable access.
You gain exclusive access to strategy and tactics to improve your business, and deep discounts on advanced consulting.
Result: We do more than place your coverage with an insurance company. We will personally help you build a robust resilience program, and assure your insurance protection by serving as your insurance broker. The tools and resources you receive as a Private Brokerage Client are reserved for only you and other consulting clients that pay for it. We created it; it’s my our own proprietary tool, which means no other brokers can offer it to you.
As a broker, We buy insurance for our clients. As a broker, we represent you by placing your coverage where it best belongs…period.
Result: You will get the best that we can offer, without exception. The protection of your assets and profit are our chief concerns as your trusted advisor.
Part of The Deal
- Insurance protection for your business
- Exclusive tools and resources to save time, money, and frustration
- Remarkable access, including a return contact guarantee
- Guaranteed annual reviews in person or by videoconference. No exceptions! Your policy will not become obsolete.
- Concierge retainer services for enhanced advisory on all insurances, including personal (whether insured or not)
Meet the Team
Dan has over 33 years of experience in the risk management and insurance industry. His expertise is in helping small and medium-sized businesses to safeguard their most valued assets, from property to people to profits. He holds the designations of Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM). Dan is on the national faculty for The National Alliance, a leading industry education organization. He instructs insurance brokers around the country on insurance and risk management for their continuing education and professional development. Dan has written and been cited in numerous industry publications including IRMI, AM Best, The Insurance Journal, and many Professional Insurance Association regional magazines.
(Operations Director / Client Service Manager)
Barb is client-focused. Her role is to assure fast, friendly, and knowledgeable service and solutions to her clients. She has been a licensed broker since 2017 and is working on securing her designation as Certified Insurance Service Manager (CISR).
David joins First Underwriters Kitsap in 2020 as an associate broker. David’s specialties are in Life, Disability, Health and Long-Term care insurances. He also is an expert in Medicare supplements. David resides in Poulsbo.
Your Profit Protection
Bottom line, we will help protect your bottom line – profits, assets, time, people, process, and equity of your business.
We are proud to be a part of the First Underwriters Insurance Brokers team. Through this affiliation and partnership, we are able to help companies and individuals boost resilience, protect profits, and assure lifestyles.
To contact me to learn how to become part of my private group of brokerage clients, email me at: [email protected]