Insurance Technical Consulting Services
Empowering Professional Growth
Technical development services are tailored to meet specific needs and challenges of individual validating producers. Through a personalized approach, producer will gain the knowledge, skills, and confidence for success. Validating producers with early knowledge have a competitive advantage to differentiate themselves.
Technical Training
ITC gives producers a strong foundation in insurance principles and best practices. Complex concepts will be demystified, breaking them down into easily understandable information. By mastering the technical aspects of insurance, producers gain confidence to navigate policy analysis, assess risks effectively, and make informed underwriting decisions.
Personalized Mentoring and Support
Each producer’s journey is unique. That's why ITC’s mentoring and support are tailored to your specific goals and challenges. Through one-on-one sessions, I will assess your individual needs, identify areas for improvement, and create a customized plan for your professional development.
Empowering Professional Growth
Professional development is also offered to support staff, as needed, on their schedule. New support staff or those who are not ready to pursue designations can get quick solutions to insurance complexities.
Team presentations are offered for agency or select staff on technical insurance topics, customized to your agency’s needs. Programs include such topics as:
- Additional Insureds
- ISO Manual
- NCCI Manual
- COPE
- Understanding E&S
- ACORDS
- Class Codes
- Rating
- Best Practices
- Your Agency’s Needs
Pricing
Transparent and Flexible Pricing
I offer an initial consultation at no charge. This allows us to discuss your specific needs and requirements in detail, ensuring that I understand the scope of your project and can provide you with tailored solutions.
Hourly Rates
For engagements that require ongoing consulting support, rates are as follows:
- First Consultation Free
- 4 to 10 hours: $150 per hour (Minimum Retention $600)
- 11 to 20 hours: $135 per hour
- 21 to 40 hours: $120 per hour
Please note that the minimum engagement period is 4 hours.
If your project requires more than 40 hours of consultation, please contact me directly to discuss the rate that would best suit your specific needs.
Premium-based Rates
For policy analysis and evaluation based on the actual or proposed premium, the following rates apply:
- First Consultation Free
- $1 to $10,000: $300
- $10,001 to $50,000: 2.5% of Premium
- $50,001 to $250,000: 2% of Premium
If the premium exceeds $250,000, please reach out to me for a customized rate based on your specific premium amount.
Please feel free to contact me to discuss your project, receive a detailed quote, or inquire about any other pricing-related questions you may have.
Testimonials
Client Reviews
Get Started
Let's Connect
Insurance Technical Consulting is here to guide you every step of the way. Whether you’re just starting your journey as a commercial insurance agent or looking to enhance your existing understanding, let’s connect. Together, we’ll unlock your full potential and pave the way for your success.
FAQs
Frequently Asked Questions
At Insurance Technical Consulting, I understand that you may have questions about my services and how they can benefit you as an insurance professional. To provide you with more information, I have compiled a list of frequently asked questions.
Getting started is simple and straightforward. To begin, you can reach out to me through the contact form on my website or give me a call. We will schedule an initial consultation, which serves as an opportunity for us to discuss your specific needs, goals, and how I can best support you. During this consultation, I will provide more detailed information about my services and address any questions or concerns you may have. Together, we will create a tailored plan that aligns with your objectives and sets you on the path to success in the insurance industry.