Our team will review your current programs to assess fit, expenses and coverage, in order to help ensure your basic risks are covered.
- Board Member and Trustee Risk Profile & Exposure Identification
- Errors and Omissions Insurance Review
- Property & Casualty Insurance Review
- P&C Asset Protection Strategy Development
- Property & Casualty – Facilitation
- P&C Broker Recommendation & Selection
- Coordinate Risk Management Program
- Periodic P&C Exposure Review
- Personal Staff Workers Compensation Placement & Program Management
- Facilitate Personal Background Checks as Needed
- P&C Claim Review, Report, & Coordination
Let us demonstrate how we can add value
Tell Us About You
In order to demonstrate how Pathstone can add measurable value to your specific circumstances, we have developed a methodology we call our Pathforward Process. To begin, first help us understand you and your needs.