Aegis Risk Solutions LLC
offers producers and partners access
to industry leading auto and home
insurance policies through our network.
We are a full service personal lines organization that assists financial planners, life producers, CPA and various other partners in protecting their clients’ assets…
The financial services industry is extremely competitive and producers find themselves trying to stand out by offering great service, personal attention, customized approach but what does that truly mean?
How can you stand out as providing better service when all producers are stating the same promise?
features can go beyond basic liability and collision coverage to offer you
more complete coverage and benefits, including:
Deductible Saving BenefitSM for good drivers
Enhanced rental car damage coverage
Full replacement cost for total losses
Full replacement cost for major parts
Safe driver credits, discounts and program
How do you provide solutions to your clients that is truly seen as comprehensive, holistic and different? The key is through your process. Our team adds value by incorporating auto and home into your existing practice. By adding this often overlooked and important part of the planning process, you are able to demonstrate true value to your clients, uncover savings, protect their exposure and liability and redirect savings to other important assets that are critical to the clients overall picture.
Utilizing a proven analytical approach, our team brings a wealth of knowledge and expertise to each client interaction. Fully understanding that your client is your greatest asset, we provide diligent and high touch service. Our process has been crafted to integrate seamlessly with you.
In a competitive marketplace where everyone has the same products, our team guides you in the process to distinguish yourself from competition. We do a detail analysis identifying areas of vulnerability that can be financially devastating to your clients. The analysis assists your clients in the following areas:
- Liability and need for layers of protection
- Personal articles and ways to construct a proper article schedule
- In Home services protection – Nannies, Housekeeper, In-Home Help
- Homeowners contract form – The desire for open perils and HO-5
At Aegis we protect your client for peace of mind.
Aegis, (ee-jis), means the power to protect or support someone or something.
It is also a symbolic means of describing the protection or patronage of a powerful,
knowledgeable, or benevolent source.