3. Who We Are
All Client Records Fully
Automated
Web Enabled
Electronic Communications
Paperless
– Multi-Access Points for All
Information
Local
5,000 Clients
3,500 Personal
Insurance Clients
Abundant Use of
Technology
4. Who We Are
Attorney
Certified Property & Casualty Underwriter
Certified Risk Manager
Construction Risk Insurance Specialist
Certified Insurance Counselors
Accredited Customer Service Rep.
Certified Insurance Service Rep.
Certified Professional Insurance Agents
Accredited Advisor of Insurance
Property, Casualty, Life, Health & Title
Licenses
Local
5,000 Clients
3,500 Personal
Insurance Clients
Abundant Use of
Technology
STAFF
5. Who We Are
President, National
Association of Professional
Insurance Agents
President, Professional
Insurance Agents of NJ
President, Independent
Insurance Agents of
Monmouth County
President, Central Jersey
Society of CPCU’s
President, Garden State
Insurance Co., Ltd.
Governor’s Task Force on
Availability of
Homeowners’ Insurance in
the Coastal Region
Insurance Commissioner’s
Property & Casualty
Producer Advisory
Committee
NAIC Insurance Producer
Licensing Coalition
Quality Insurance Congress
6. Who We Are
President, Greater Ocean
Township Chamber of
Commerce
Business & Industry Council
of Children’s Psychiatric
Center
President, Sons of Italy
Trustee, Knights of Columbus
Chairman, Council of
Ministries
Youth Fellowship Leader,
First United Methodist
Church
Event Manager, Holiday
Express
Greater Ocean Township
Eastern Monmouth Area
Western Monmouth
Lakewood &
Toms River-Ocean County
Chambers of Commerce
Freehold & Tinton Falls
Rotaries
Monmouth-Ocean
Development Council
7. Who We Are
Teen Challenge of NJ
NJ Special Olympics
President, (Apart./Residence)
Monmouth Ass’n for Children
with Learning Disabilities
8. Speaking
Engagements
National Association of
Insurance Commissioners
National Conference of
Insurance Legislators
National CPCU Society
Securities & Insurance
Licensing Association
American Insurance
Marketing & Sales Society
NJ Chapter of National
Association of Insurance
Women
NJ Society of CPCU’s
1752 Club
B&M Ins. Ass’n of New York
NJ Water Environment
Association
NJ Legislature
Various State Departments of
Insurance & Insurance
Commissioners
Professional Insurance Agents
Organizations throughout the
Country
9. Quoted In…
Business Insurance
National Underwriter
American Agent & Broker
Rough Notes Magazine
Insurance Journal
AM Best’s Review
Insurance & Financial
Advisor
Reuters
Insurance Record
Tech Decisions
Various PIA publications
throughout the country
Asbury Park Press
Star Ledger
10. Who We Are
EDUCATORS for…
– Fairleigh Dickinson
– Brookdale Community
College
– Professional Insurance
Agents of Kentucky, New
Hampshire, New Jersey &
New York
– Independent Insurance
Agents of Monmouth County
– Liberty Mutual, AIG, Utica,
Fireman’s Fund & Various
Insurance Broker
Organizations
EDUCATORS for…
– National Alliance for
Insurance Education &
Research
– E & K Institute for Insurance
Education
Accredited by New Jersey
Department of Banking
& Insurance
11. Who We Are
AGENT COUNCILS for…
– American Reliance
– Cigna
– Crum & Forster
– Hanover
– Merchants
– Mercury
– Nationwide Private Client
– Pennsylvania Manufacturers’Ass’n
– Robert Plan
– St. Paul
– Selective
– Travelers
12. Our Clients
Commercial
Retailers
Restaurants
Contractors
Financial Services
Offices
Professional Liability
Wholesalers
Manufacturers
Auto Services Industry
Houses of Worship
Non-Profits
Tire Dealers
Condominium Associations
Child Care Centers
Dry Cleaners & Laundromats
Printers
Office Parks
Industrial Centers
Technology Firms
Hotels/Motels
Environmental Risks
Schools
Municipalities & Special Events
13. 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 To Avoid Risk Without Buying Insurance!
14. Our Clients
High Value Homes
Coastal Homes
Instant Coverage
The Resources to
Protect All Cars, All
Drivers, All Homes
Homeowner
Automobile
Renters
Jewelry
Personal Liability
Marine
Life & Health
Personal
15. Our Clients
Expert Consultation with
accounting professionals
Outstanding
Underwriting
Superior Market
Knowledge
Broad Array of Top
Rated Surety Companies
Bonds for…
Contractor Surety
Bid & Performance
Maintenance/Site Work
Court & Fiduciary
Fidelity
License & Permit
Surety
17. Service Standards
Live Reception
Quote Most Insurance from Simplified Forms
Auto Insurance by Immediate Appointment
Centrally Located, Professional Offices
Web Enabled for Most Transactions
Abundant Communication
Available for a Variety of Seminars