So what an account review is and why we do it is an excellent question. It’s something we get from our clients regularly. We usually like to do an account review to learn every aspect of the business. It takes roughly a half hour phone call. We’re gonna really dive deep into how you make your money as a business. Then we also take a look at the policies you have in place to make sure that the coverage you have is in line with the exposures you have.

It’s a great opportunity really to just think about the risks to your business, both external and internal. And a lot of times what comes out of it is, a client realizes that they haven’t really been thinking about all the ways that they make money. It’s a great opportunity for them to take a long hard look at what they’re doing in their business, and whether it’s the most profitable and whether it’s the best opportunity for their business moving forward.

It’s something that a lot of clients really enjoy, even if they don’t move forward with working with our agency – it’s really a checkup for their business!

We’d be happy to review your insurance coverage options with you! Give us a call at (508) 998-3228 or visit https://pd-ins.com.