Insurance Policy Review
Why Should Marchel & Associates Review Your Insurance Policy?
Because insurance policies are complicated legal contracts.
- Attorney Peter Marchel is trained in contract review and negotiation. Peter has served many legal roles: for the insured; as corporate counsel for an insurance carrier and several brokerage firms.
- Holder of an MBA, Peter understands business.
- Holder of the Charted Property Casualty Underwriter (CPCU) designation, Peter understands how property casualty polices operate.
- Having the Registered Property Liability Underwriter (RPLU) designation, he understands how management and professional liability policies operate.
- Licensed surplus lines broker, Peter is in the market on a daily basis working with underwriters and claims professionals on behalf of his clients.
Steps to Insurance Policy Review:
- Identify and Quantify Risk
- Evaluate existing insurance coverage:
- Limits
- Deductibles
- Terms & Conditions
- Exclusions
- Endorsement Review
- Determine cost competitiveness
- Recommendations
Get in the habit of reviewing your insurance policies annually, as you could save money by doing so.
Risk Consultant
Insurance Policy Reviews Can Help Firm Up Your Financial Strategy And Plans.
Leverage the breadth and depth of our education, experience and vision to deliver solutions to you.