An Insurance Advisory explained.
Much like a buyer’s agent in real estate, we do not work for insurance companies, we work for you. Business owners often tell us they feel they’re on the defensive with these firms, and they’re not wrong. In the arena of the board room, The Bag Room can be your defensive stopper, giving you a fighting chance to prevail in the worst insurance market in decades.
Our Services
For those clients seeking an interaction for a specific need, The Bag Room has an a la carte service offering. In this high-level engagement, clients can choose an in-depth comprehensive work-up, customized to address their circumstances.
If these needs are open-ended, our Members Only options will likely be a better fit.
MEMBERS ONLY privileges that provide peace of mind.
Consider this your invitation to experience an insurance relationship that puts you above all else. It happens when you secure your place as a member of The Bag Room.
Why Membership?
While we serve clients who are not yet members, becoming a member provides distinct service levels to meet your specific needs. Our Members Only privileges include priority access and reduced hourly rates with our risk advisors. As a member, you’ll benefit from the control, lower costs, and peace of mind you’ve longed for and deserve.
We offer 3 tiers of Members Only admittance to The Bag Room:
TBR Plus
Addressing personal insurance and small business insurance needs, members receive priority notice of the Risk Advisor’s schedule.
TBR Pro
We focus on complex business entities and insurance portfolio management for high-net-worth individuals starting with a risk strategy session.
TBR Prestige
This engagement prioritizes savings we can realize for high-net-worth individuals and business entities throughout the first year.
The cornerstones of our service commitment include these key offerings:
- Risk-Evaluation
- Market Strategy
- Broker Contingency Plan
- Claims Solutions
A Bag Room professional will explain the details of these offerings and will help you get fitted for your appropriate Membership Tier today:
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We look forward to working with you.
Members Only Interest form
Look to us for unmatched guidance.
At The Bag Room, relationships are everything. That’s the core principle behind one of our greatest assets: the supremely skilled Agency Partners we work with to provide results for you.
To deliver a high quality insurance environment, we partner with industry-leading agents, brokers, carriers, underwriters, and claims professionals. Be assured they are specifically chosen to act in your best interest and produce favorable client outcomes through their problem-solving expertise.
Our rigorous Agency Partners selection criteria proves we don’t let just anyone into The Bag Room. Only the best.
Tap into expertise you won’t find anywhere else.
Membership in The Bag Room has its privileges, and chief among them is having access to the expertise of our Legacy Partners. This indispensable team of trusted advisors includes attorneys, CPAs, and wealth managers who work in concert with us to help ensure your risk portfolio is gap free and rock solid.
There’s no problem too big for these professionals, nor one they haven’t seen. Working with your risk advisor, you’ll get the benefit of their insight on your most pressing concerns so you can feel confident knowing the best minds are working to deliver the results you want.
Our Legacy Partners are with us for the long term, and it’s why you should be, too.
