Hawk Advisers, Inc

BACKGROUND

Briefly describe what your company does and your role there. 

We are an integrated family-owned business that operates a soft drink franchise and has rental real estate as well as other related businesses. I am the President.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

To maximize insurance coverages within the bounds of needs at a minimum cost.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

Assembles a complete insurance package for our total business enterprise including auto, workers compensation fire and casualty coverage, general liability, business interruption, employee dishonesty, pressure vessels, products liability and excess liability umbrella. They are based in a much larger city and so possess the scale to minimize premiums. hey also help us police reserves for losses by insurers, particularly workmens compensation.

How many people does your company work with?

2-5

How did you find this provider?

Other: Business was solicited by the provider

Why did you choose to work with them?

• Pricing fits our budget
• Great culture fit
• Good value for cost
• Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

reduced premiums from prior experience; particularly on workers compensation loss ratios. Also, they assisted us in establishing and administering a comprehensive loss control program.

How does your team communicate with this service provider?

• In-Person Meetings
• Phone calls
• Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

No