Road bike$, mountain bike$, cross bike$, fat bike$, BMX bike$, electric bike$ - they add up. A new client came in recently who was a competitive road bike racer. Once we started talking, we realized that she was assuming her bikes were covered by her home policy. Before looking at her existing …
The commercial insurance market outlook
The effects of COVID-19 continue to be felt in many different areas – and the insurance industry is no different. As commercial accounts come up for renewal, many are either seeing their rates increase or are seeing changes in the structure of their coverage. Insurance companies that write …
What’s a client portal and why should you care?
A client portal is a secure, password protected area of a website that allows users to access their personal information online. You can find client portals on websites for many banks, wealth managers, condo associations, and online shopping websites. Client portals give clients a one-stop way to …
