Insurance (Property & Casualty)

by Jay Wertzler —

Best-in-Class Criteria

  • A property & casualty insurance professional possessing more than ten years of experience
  • A professional and consultative expert in this narrow field who has a process and client perspective which is free from conflicts. This expert will offer your clients the most dispassionate advice regarding the exact right kinds and amounts of property & casualty insurance required

 

Common credentials or certifications

While experience and demonstrated skill are more important than credentials, if absent, you should simply seek to understand why credentials or certifications were never sought. In the end, you are seeking someone to offer Best-in-Class recommendations, and their credentials, while giving a clue to their abilities, will not be your deciding factor in selecting the best candidate.

  • CPCU - Chartered Property Casualty Underwriter
  • CFP - Certified Financial Planner

 

Routine Activities

  • Review Interaction Logs™ for potential "red flags" or risk potential needing review by Insurance Subject Matter Experts
  • Proactively review all future insurance renewals for recommendations or updates

 

Other Periodic Activities

  • Review every Property & Casualty policy and make recommendations at least annually
  • Have full command of each Ideal Client's risks so that all necessary insurance is proposed