Insights, Advice and Industry Updates

Underwriters will put their best foot forward with the agent who has the best chance of writing the business. Everyone else is viewed as a waste of time.

Don’t Drown in the Deluge: Choose the Right Broker from the Start

Oct 3, 2023

2-minute read In the world of business insurance, lining up multiple brokers to submit coverage applications to multiple carriers was long thought to be a smart buying strategy. …

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A case study on how our bond strategy helped a Native American tribe unlock the financing needed to complete a $24-million apartment project.

Case Study: Bond Strategy Unlocks Project Funding

Sep 16, 2023

3-minute read THE CHALLENGE: Our client, a Native American tribal housing agency, was nearing the end of building a $24 million, 98-unit apartment building when it discovered the …

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Millions of salaried American employees could soon be eligible for overtime pay if they earn less than $55,000 a year.

DOL Proposes New Overtime Threshold for Workers

Sep 6, 2023

3-minute read Whether they work in the hospitality, healthcare, construction or, in fact, any industry, millions of salaried American employees could soon be eligible for overtime pay if …

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How Insurance Can Make or Break Your Real Estate Acquisition

Aug 30, 2023

3-minute read Real estate acquisition can be a thrilling ride. There’s the potential for significant returns, the excitement of closing deals, and the joy of seeing a project …

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A wildfire preparedness guide for business to help owners plan for a potential catastrophe before it strikes.

Wildfire Preparedness Guide for Businesses

Aug 23, 2023

Fire losses are typically covered by most commercial property policies. But before catastrophe strikes, it’s important to take the time to do a detailed insurance policy review to …

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How we used data analytics to help a company find hundreds of thousands of dollars in savings in its drug plan.

Case Study: Overcoming Data Obstacles to Uncover Drug Plan Savings

Aug 16, 2023

4-minute read THE CHALLENGE: As plan sponsors have increasingly come to realize, getting their hands on their own company’s medical claims data can be a huge, drawn-out hassle …

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2023 Real Estate Industry Insurance Benchmark Report

Aug 15, 2023

The latest survey of hundreds of insurance brokerages serving the real estate industry offers fresh insights on the lines of insurance their clients are buying, the limits and …

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While there are no silver bullets, we offer 22 tips to help nudge your insurance renewal costs in a more favorable direction,

22 Ways to Lower Your Business Insurance Costs

Aug 9, 2023

6-minute read It’s frustrating, we know. Your insurance renewal bill is on your desk, and it’s a lot higher than you thought it might be. Your claims history, …

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Weight-loss drugs can be expensive, but employers are considering covering them in their medical plans for obese employees.

Employers Consider Covering Weight-Loss Drugs

Aug 3, 2023

8-minute read If tech head-billionaire Elon Musk and comedienne Amy Schumer are doing it, then why can’t they, too? That, increasingly, is the question American workers are asking …

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