Treasury Management Solutions
Renew or Update Your Insurance Program
companies have a good insurance broker to advise them on the
right structure and type of insurance coverage for their business.
However, preparing for the annual renewal by gathering valuation
data, circulating and completing questionnaires, and gathering loss
experience information can be very time consuming.
And unfortunately, the task cannot be put off because this
information is critical to making a favorable impression on underwriters
and obtaining fair and competitive quotes for coverage before policies
can act as your extra set of hands to gather and present information to
your brokers and underwriters. In
addition, we can challenge your brokers to provide creative and cost
effective solutions to meeting your risk management needs. We will evaluate and follow up on all proposals, guiding your
brokers to bring the best package of coverage and price to your table.
TMS has traveled to London to meet with Lloyds and other
underwriters of the complicated D & O, E & O, and partnership
liability coverages. We have
also managed the complex renewals of policies covering over $1 billion in
income-generating fixed assets.
can also help with your unexpected property and casualty claims. We have
successfully negotiated over $5 million in various property damage claims
including two claims involving the near total destruction of prime income
generating assets of our client. TMS
can come in immediately after the incident to establish accounting and
tracking procedures and manage the financial side of the repair or
rebuilding process in order to maximize your recovery.
Jeanne Castro Schmidt, President (925) 846-9251
Fax (925) 485-3561
Treasury Management Solutions, 5207 Crestline Way, Pleasanton, CA 94566