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Helping your client choose the right business entity for his/her small business or growing enterprise. Generating the right contracts. Assisting your client with specific projects or legal transactions, such as Real Estate or Estate Planning. In most of these cases, the subject of insurance will almost always come up.

Even a simple reminder to have all of his/her insurance policies reviewed and brought up to date may go a long way.

Here’s where INSURENEX comes in. We can be resourceful to you and your client in finding and placing the right coverage that your client will need. Not only is our staff bilingual and based locally, we make ourselves available for on-site inspections of commercial real estate or place where business is conducted. Naturally as it may turn out in some cases, if the risk is outside our expertise, we would be the first to communicate it to you and your client.

With access to a group of best-rated nationally trusted insurance companies, our approach is to work with you and your client as a team focused on helping your client grow and succeed in business.

Areas of engagement

See our Personal Insurance Center

In the Business:

See our Business Insurance Center

Complimentary Services:

Safety & Loss Control

E&O/Professional Liability:

When was the last time you reviewed your Professional/E&O Policy? We can help you find the right coverage. See Claims examples. Learn more

See how we're helping other CPA Professionals be more resourceful to their clients and successful in growing their business. Learn more

 


Next Step

Call now and speak to an advisor
818.781.8112 or schedule your personal and confidential appointment

Monday - Friday
9:00 am to 6:00 pm

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