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DiMatteo Insurance Service Summary Jd 7 18 06

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DiMatteo Insurance Service Summary Jd 7 18 06

  1. 1. DiMatteo Insurance “We treat all of our clients and staff as an extension of our Family”
  2. 2. A True Family Business <ul><li>We have a large staff with expertise in each of their respective fields. Each department is lead by a family member, ensuring a common goal to exceed our clients expectations. </li></ul><ul><li>John DiMatteo, CFP, CCPS – Agency Manager and Certified Financial Planner </li></ul><ul><li>Loretta DiMatteo Lesko, CIC – Commercial Lines Manager </li></ul><ul><li>Kim DiMatteo, CIC – Employee Benefit Manager and Commercial & Benefits Senior Sales Producer </li></ul><ul><li>Rob Lesko, CPIA – Life Sales Manager and Commercial & Benefits Senior Sales Producer </li></ul><ul><li>Rose DiMatteo Esposito, CTP – Human Resource Manager </li></ul><ul><li>Victoria DiMatteo McCarthy, CISR – Personal Lines Sales Manager </li></ul>
  3. 4. Our History <ul><li>We originated when Anthony DiMatteo began his insurance career in 1955 with Metropolitan Life Insurance Company and four years later became an Independent Agent. In 1975, the Agency became the A. A. DiMatteo Insurance Service Center when Mrs. Adeline DiMatteo joined the company. The business not only evolved into a complete family run operation in the mid 1980’s and 90’s, when all of the children joined the agency, but expanded geographically as well from its original roots in Bridgeport to Trumbull with a satellite office in Bethany. We continued to prosper and within a short time, outgrew the Trumbull location and moved to the current offices located at 79 Bridgeport Avenue in Shelton and 649 Amity Road in Bethany. </li></ul><ul><li>Our services include Personal, Commercial, Life & Health Insurance, Investments & Financial Planning and Tax Preparation. </li></ul>
  4. 5. How Is DiMatteo Different <ul><li>Cost and Coverage – Over one dozen carriers represented who carry AM Best rating of “A” to “A+” to market and place your insurance program. </li></ul>
  5. 6. After DiMatteo is Hired <ul><li>On-going coverage reviews – including customized schedule of on-site visits </li></ul><ul><li>Renewal price indications 90 days prior to your expiration date </li></ul><ul><li>Firm pricing at least two weeks prior to your effective date </li></ul>
  6. 7. You deserve Services beyond just insurance Premiums <ul><li>Account management review </li></ul><ul><li>HR Services – Including HR411 – A web based HR Service with email and live Q & A </li></ul><ul><li>Complete audit reviews </li></ul><ul><li>Training and compliance assistance- on-line education, seminars & newsletters </li></ul><ul><li>Claims management </li></ul><ul><li>Loss control review </li></ul><ul><li>Written contract reviews </li></ul><ul><li>And much more…….. </li></ul>
  7. 8. HR Support Services In Partnership with HR411.com <ul><li>Thousands of downloadable forms, tools and guides to help protect your business and keep you compliant. </li></ul><ul><li>Fast, easy access to expert HR support. </li></ul><ul><li>Available Employee Handbook Wizard to create your own custom handbook an policies. </li></ul><ul><li>Easy, discounted access to state of the art background investigation and screening tools. </li></ul><ul><li>Access to an entire suite of HR Consulting and Recruitment Management services at preferred client rates. </li></ul><ul><li>The confidence to know your business is protected! </li></ul>
  8. 9. Audit Reviews <ul><li>Monthly, quarterly, semi annual payroll and coverage reviews </li></ul><ul><li>Worksheet review </li></ul><ul><li>Confirm all state appropriate credits are applied to your workers compensation policy </li></ul>
  9. 10. Claims Management <ul><li>Review claims – confirm proper processes are followed </li></ul><ul><li>Review reserves – on quarterly basis </li></ul><ul><li>Monitor time lines – from the start to the conclusion </li></ul><ul><li>Keep clients informed on updates of claims through out the year to ensure accuracy </li></ul><ul><li>Review Experience Modifications through Mod Master </li></ul>
  10. 11. Contract Review <ul><li>Hold harmless agreement </li></ul><ul><li>Managing contracts </li></ul><ul><li>Lease agreements </li></ul>
  11. 12. Loss Control Services <ul><li>Motor vehicle and background checks </li></ul><ul><li>Drug free workplace assistance </li></ul><ul><li>Fleet safety compliance </li></ul><ul><li>Job safety handbooks </li></ul><ul><li>Hazard communication programs </li></ul><ul><li>Multi-employer worksites citation examples </li></ul><ul><li>OSHA log </li></ul><ul><li>Driver qualification file checklists </li></ul><ul><li>Safety committee assistance </li></ul>
  12. 13. A Full Service Agency <ul><li>Complete Business Insurance needs, including Bonding </li></ul><ul><li>Personal Lines Insurance – Auto, Home, Umbrella, Motorcycle, Boat, RV and much more </li></ul><ul><li>Employee Benefits – Group and Individual Health Insurance, Dental, Vision, Long Term and Short Term Disability, Life Insurance </li></ul><ul><li>Financial Services – Including, but not limited to, 401k plans, IRA’s, Simple IRA’s, College Saving Plans </li></ul><ul><li>Tax Services – including bookkeeping </li></ul>
  13. 14. Three Convenient Locations 79 Bridgeport Avenue Shelton, CT 06484 Phone 203-924-4811 Fax# 203-924-4710 649 Amity Road Bethany, CT 06524 Phone 203-393-5900 Fax# 203-924-4710 185 Boston Post Road       Orange, CT 06477 Phone 203-799-2172              
  14. 15. Testimonials <ul><li>The entire DiMatteo staff is very proactive not just at renewal time, but throughout the year..... before a problem comes up. </li></ul><ul><li>Bob Wiedenmann Jr. </li></ul><ul><li>Sunwood Development </li></ul><ul><li>I appreciate how DiMatteo comes out each year, in person, and reviews every facet of my insurance. They organize things so I can easily understand what I have at all times. </li></ul><ul><li>When I call the office, everyone I speak to is extremely helpful and always solves my problems very quickly and efficiently. A recent claim was handled very quickly and fairly. </li></ul><ul><li>Bob Warner </li></ul><ul><li>Kenneth Warner & Sons </li></ul>
  15. 16. Testimonials <ul><li>The DiMatteo Insurance Service Center exemplifies the principles of service and integrity. The entire DiMatteo organization makes you feel like part of the family. I have complete peace of mind knowing that my insurance needs are fully met. </li></ul><ul><li>Bob Mariano </li></ul><ul><li>Cyclone Home Systems </li></ul><ul><li>DiMatteo Insurance really goes out of their way to handle any issues that come up, they always call right back with an immediate response for certs, bonds, or anything else we need.   They are right on top of our coverages and costs. </li></ul><ul><li>Bill Grieger </li></ul><ul><li>W R Grieger Excavating Company </li></ul>

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