We can help your clients!

1. Pamela A Czerwinski, AAI
800-845-4145 x 34
PROPERTY & CASUALTY INSURANCE & RISK
MANAGEMENT
Joseph Gendelman, CEO
Bruce Gendelman, Chairman

2. WHY ARE WE THE IDEAL
PARTNER?
Private, Family Owned and Operated which allows us to be client focused and responsive
Unique business model produces superior relationships with clients
Stable agency staff with little to no turnover
Ability to quickly scale up number of VIP accounts to accommodate RBC growth
Detailed and precise technical risk analysis
Comprehensive risk review and program design to provide exceptional coverage
24-hour access to personal concierge
“White Glove” claims management
Extremely high client retention rate due to service and technical ability
Exclusive focus on High Net Worth Clientele and Family Office
CHARTIS Private Client Group’s largest independent broker
We do not sell Life Insurance, Wealth Management or Investments

3. We can help your clients.
Those with
concerns that go
well beyond
physical assets
Clients with Those who do
current personal everything they
insurance can to safeguard
premiums in the their families &
$25,000 to protect their
$500,000 range. fortunes
Client who look
Client with high
for value in the
and exacting
best protection
service
and services at a
expectations
fair price

4. Why Expert Risk Management for your
clients?
Often shockingly poor insurance protection, even for
sophisticated clients.
As individuals accumulate wealth, their insurance
profile inherently becomes more complex.
Not all of your clients will have the same profile, and
each risk management program is unique. Clients will
be serviced based on size, complexity and need.
Risk management requires exacting quality control
and a highly technical process.

5. Which specialized Service Programs can we offer
to your top tier clients?
Security and Loss Worldwide Art collection Exclusive
Private staff
emergency prevention travel management jewelry
management
preparedness engineering protection shipping

6. BGC Client Proven Results
Client Satisfaction.
Quantitative example of Client Retention.
Average premium size
Client Service Calls Quantitative example
$40,000
made in 2010: 99% very 2010: 99%
satisfied
BGC Chartis Client Claim Average years of
Ratio of Clients to Satisfaction based on experience for a BGC
Account Managers 75:1 Chartis surveys: 98% Account Manager: 23
satisfied years
Largest source of new
28 year history of
business: Client
constant growth
Referrals

7. BY PARTNERING WITH
BRUCE GENDELMAN COMPANY
We stand at the ready to
We pride ourselves in
be your broker partner of
Our continued focus will being fast and flexible in
choice for your clients
be the clients. exceeding your clients
property and casualty
expectations.
insurance needs.
Bruce Gendelman – Chairman bgendelman@gendelman.com
Joseph Gendelman – President jgendelman@gendelman.com
Angela Engebretson – VP of Operations angela@gendelman.com
Pamela Czerwinski – Client Advisor pam@gendelman.com