Consulting

In addition to being an Insurance Broker, I am also one of the few licensed insurance consultants in the State of Montana. I provide fee based (as opposed to commissioned based) objective advice and expert analysis to individuals or employers who don’t want to have to worry about buying anything but simply need assistance in the following areas:
  • Evaluating insurance needs, contracts or proposals

  • Designing and implementing employee benefit plans

  • Negotiating insurance contracts or renewals

  • Employee communications / presentations / education

  • Preparation of "invitations to bid" or RFP’s