Equity Risk Partners
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Personal Risk
The Process

Review

Provide us a copy of your existing policy and/or current summary. We will review your current program. We want to make sure you have the right policy, the right coverage, and the right price.

Risk Analysis

Your completed questionnaire allows us to analyze your risk. This provides us with the information needed to enhance your current program.

Quote Comparison and proposal

We aggressively approach the marketplace to secure the most competitive quotes, with the broadest terms and conditions available. We outline options and recommendations for you and guide you in making the right decision for your unique situation. Your proposal is delivered to you within 7-10 business days.

Face to face meetings

We are dedicated to meeting with our clients on an annual basis. We are always available as needed. Your phone and emails will receive an immediate response.

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