2. Who We Are
Local All Client Records Fully
Automated
5,000 Clients Web Enabled
3,500 Personal
Insurance Clients
Abundant Use of
Electronic Communications
Technology Paperless
– Multi-Access Points for All
Information
3. Who We Are
Attorney
Local
Certified Property & Casualty Underwriters
5,000 Clients Certified Risk Manager
Construction Risk Insurance Specialists
3,500 Personal Certified Insurance Counselors
Insurance Clients Accredited Customer Service Reps.
Certified Insurance Service Reps.
Abundant Use of Certified Professional Insurance Agents
Technology Accredited Advisor of Insurance
Property, Casualty, Life, Health & Title
STAFF Licenses
4. Who We Are
President, National Governor’s Task Force on
Association of Professional Availability of
Insurance Agents Homeowners’ Insurance in
President, Professional the Coastal Region
Insurance Agents of NJ Insurance Commissioner’s
President, Independent Property & Casualty
Insurance Agents of Producer Advisory
Monmouth County Committee
President, Central Jersey NAIC Insurance Producer
Society of CPCU’s Licensing Coalition
President, Garden State Quality Insurance Congress
Insurance Co., Ltd.
5. Who We Are
President, Greater Ocean Event Manager, Holiday
Township Chamber of Express
Commerce Greater Ocean Township
Business & Industry Council Eastern Monmouth Area
of Children’s Psychiatric Western Monmouth
Center
Lakewood &
President, Sons of Italy
Toms River-Ocean County
Trustee, Knights of Columbus Chambers of Commerce
Chairman, Council of Freehold & Tinton Falls
Ministries Rotaries
Youth Fellowship Leader, Monmouth-Ocean Dev.
First United Methodist Council
Church
6. Who We Are
Teen Challenge of NJ
NJ Special Olympics
President, (Apart./Residence)
Monmouth Ass’n for Children
with Learning Disabilities
7. Speaking
Engagements
National Association of NJ Society of CPCU’s
Insurance Commissioners NJ Water Environment
National Conference of Association
Insurance Legislators NJ Legislature
National CPCU Society Various State Departments of
Securities & Insurance Insurance & Insurance
Licensing Association Commissioners
American Insurance Professional Insurance Agents
Marketing & Sales Society Organizations throughout the
NJ Chapter of National Country
Association of Insurance
Women
8. Who We Are
EDUCATORS for… EDUCATORS for…
– Fairleigh Dickinson
– E & K Institute for Insurance
– Brookdale Community
Education
College
Accredited by New Jersey
– Professional Insurance
Department of Banking
Agents of Kentucky, New
& Insurance
Hampshire, New Jersey, New
York & North Dakota
– Independent Insurance
Agents of Monmouth County
– Liberty Mutual, AIG, Utica,
Fireman’s Fund & Various
Insurance Broker
Organizations
9. Who We Are
AGENT COUNCILS for…
– American Reliance
– Cigna
– Crum & Forster
– Hanover
– Merchants
– Mercury
– Pennsylvania Manufacturers’
Association
– Robert Plan
– St. Paul
– Selective
– Travelers
10. Our Clients
Commercial
Retailers
Condominium Associations
Contractors
Dry Cleaners & Laundromats
Financial Services
(including business brokerage)
Offices
Printers
Professional Liability
Restaurants
Wholesalers
Office Parks
Manufacturers
Industrial Centers
Auto Services Industry
Technology Firms
Houses of Worship
Hotels/Motels
Non-Profits
Environmental Risks
New Car Dealers
Schools
Tire Dealers
Municipalities & Special Events
Fuel Oil Dealers
11. Our Clients
Commercial - Unique Approach
Program Analysis
Extensive Marketing
Formal Proposal
Full Claims Management
Contract Review: Leases, Bids, Master Deeds,
Indemnification
Newsletters & Coverage Advisories
Risk Surveys
How Not To Buy Insurance!
12. Our Clients
Personal High Value Homes
Homeowner Coastal Homes
Automobile Instant Coverage
Renters On Site Automobile
Jewelry Photo Inspections
Personal Liability The Resources to
Insure All Cars, All
Marine
Drivers, All Homes
Life & Health
14. Service Standards
Live Reception
Quote Most Insurance from Short Forms
Auto Insurance by Immediate Appointment
Centrally Located, Professional Offices
Web Enabled for Most Transactions
Abundant Communication
Available for a Variety of Seminars
