Insurance Needs Review

Regardless of whether you are a long-time client or you’re just getting to know us, you will receive personal service. We learn about your needs and assess your challenges, because protecting your ministry matters to us. Our goal is to produce a customized, comprehensive insurance plan, perfectly suited to your ministry. That all starts with your insurance needs review.

Our team understands that your insurance coverage needs are different from businesses in your community. We also understand that your coverage needs may evolve over time, as your ministry grows and changes.

Step-by-Step Needs Assessment

We make assessing your ministry’s insurance needs easy. All it takes is a conversation. We have been working with ministries for a long time, and our experienced professionals know the right questions to ask, to make sure you get the coverage you need. Our specialists can:

  • Talk with you to learn about your ministry’s needs and complete a needs analysis survey.

  • Review your ministry’s risk control goals.

  • Tour your facilities and complete a ministry building survey to estimate the value of your buildings and personal property.

  • Assess unique and specific insurance needs that result from your property or operations, like having a playground or taking mission trips.

  • Document areas of high risk and recommend strategies to help you control them.

  • Analyze the information we gather to design a cost-effective insurance solution.

  • Meet with you to present our findings, propose our solution, and explore and explain your options.

Please Note: We cannot bind, accept, modify, or cancel coverage via email or voice mail.


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