We begin this stage during our initial meeting where we get to know one another. We focus on understanding your company and if we are in a position to add value by mitigating risks. We also want to educate you by explaining the benefits to owning an CG Plan and how you may start one.
The primary objective of this stage is to further analyze the risks present in your company and to develop an effective, long-term strategy to manage those risks. Part of the long-term risk management strategy will be referring your company to our Direct Writer. Utilizing the information gathered in Phase I, our Direct Writer will determine the appropriate insurance coverages and premiums to be charged.
The primary objective of this phase is to fully form your CG Plan. Important aspects of this phase are determining your CG Plan’s ownership structure and company name. During this phase you will also engage an agent of our Direct Writer to purchase insurance coverage(s). By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
We diligently monitor our clients’ CGPlan. We stay in constant contact with our clients to ensure that the objectives of the CG Plan are in line with the client’s current needs and in line with regulatory standards. When we discover that a client’s circumstances have changed, we are quick to make necessary adjustments.
Dee is a seasoned Sales Director with a BA in Accounting from Portland State University, bringing over 30 years of extensive sales experience, including a notable decade-long focus on international business. Throughout his career, Dee has honed his expertise in engaging business owners and C-suite executives, leveraging his financial acumen and adept relationship-building skills to tackle intricate business challenges effectively. Known for his entrepreneurial mindset and proactive approach, Dee excels in devising and implementing innovative processes that significantly enhance revenue streams. Beyond his professional endeavors, Dee finds great joy in golfing, experimenting with at-home cooking recipes, exploring global destinations, and immersing himself in diverse cultures.