Consulting Services

We balance price, need and risk to build your customized portfolio. Here are the services you can expect from us as part of every package:

• Audit of existing coverage
  • Coverage gap analysis
  • Competitive pricing analysis
• Comparison pricing with different carriers to secure the best rate
• Tailor-made portfolio plan
• Comprehensive annual review
• Open communication regarding your account
• Single point of contact, no matter how many providers cover you
• Expertise and creativity of seasoned professionals with smart, timely advice

Call or email to talk with a CoBiz Insurance representative about your consulting services needs.