Insurance Placement

Business Risk and Insurance Consulting

We believe a risk management program, particularly an insurance program, is fluid and needs to be tactically approached in three- to five-year increments. What is an appropriate way for your company to transfer risk now might not be the right fit in five years. As your company matures in size and scope, you can take advantage of the opportunity to enhance or flex your plan design.

When we send your applications and information to insurers to obtain their proffers of coverage (generally called brokering in the insurance world), we seek to find the best combination of coverage and cost that fits your needs…which fits your cash flow, risk tolerance and five-year plan.

When we place an insurance program, we place it specifically for you.

In our specialty practice groups, we have access to exclusive insurance products with coverages customized to your specific industry.

We are a People-Business.

We won’t have a ‘service center’ in another state handle your everyday needs.

As an independent, regional insurance broker, we have a personalized model we use to broker your program to the field of insurers, and service your account thereafter.

Pictured: Brandon Mundie, CFO

FROM THE BLOG

Business Insurance Insights

The Importance of Insurance to Value for Commercial Property Coverage

by Valent Group | May 20, 2025 | Business Insurance, Condo Associations

Ensuring that your coverage includes correct property evaluations is a critical step in purchasing or renewing commercial property insurance. Doing so can make all the difference in providing sufficient protection and preventing coinsurance penalties amid covered...

Home Cybersecurity Tips

by Valent Group | Feb 28, 2025 | Condo Associations, Cyber, Homeowners Insurance

Safe internet practices at home are essential to protect personal data, prevent financial loss, safeguard privacy, and ensure the safety of all family members online. Consider the following home cybersecurity tips: Protect your Wi-Fi. Change your...

The Importance of the Annual Document Review

by Valent Group | Nov 7, 2024 | Business Insurance, Risk Management, Safety

Written company policies are meant to guide the organization’s daily operations through all identifiable circumstances and provide structure for times when extraordinary circumstances arise. Many policies are written to guide specific departments but affect all...