Insurance Auditing Performed by State Licensed Agents

We evaluate your business needs and perform a thorough insurance review (Business, Personal, Trust, Life, Health, and P&C) by Concentric’s State Licensed Solution Partners, to:

  • Identify duplications and un-necessary coverage, as well as evaluate performance to prior illustrations.
  • Enhance cash flows by restructuring Corporate and Personal Insurances
  • Calibrate Group Health Plans
  • Assist in establishing a “Captive” insurance company
  • Also perform an independent review of Owner’s personal / trust policies to understand its affect on the business coverage requirements, continuity plans, and retirement options/solutions for the business owner

Author: Concentric Admin
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