Monthly Archives: October 2016

Fall is the Perfect Time to Head to the (Insurance) Market

The change of season is definitely here, and it’s the perfect time to take a deep breath, recharge your batteries and renew your focus. For lending institutions, it’s an opportune time to evaluate annual goals, reassess budgets and consider your insurance planning. Additionally, you will want to have an insurance agent who diligently shops the… Read more »

Case Study – How Shopping Insurance Cut Costs by 50%

Customer Profile/Backstory: A Western Pennsylvania commercial lending institution has about $217 million in assets and specializes in small business loans. They have a niche portfolio in working with the Small Business Administration (SBA) of Pennsylvania and are one of the highest lenders of SBA-guaranteed loans. Challenge/Problem: This institution wasn’t experiencing any particular challenge at the… Read more »