Testimonials

"The personalized training class Peter sponsored for our group was invaluable. My Actuarial and Underwriting team always needs to be up to date with the latest best practices. The AIFS class was structured yet flexible enough to fit our particular situation. It was a great opportunity to engage my staff to improve their awareness of business risks that are part of their work everyday and they learned methods to minimize those and positively impact customer and vendor communications. The bottom line for me, time well spent."

Donald J. Watza, CEBS
President
4 Your Benefit and BenStaff
Michigan L&H Agent

“We had Peter James come into our office and provide a lunch and learn session. Not only did he teach great material customized for my agency but we also had a lot of fun doing it. There are so many things that go on in an agency environment that it is very helpful just to take a little time and review E&O issues and at the same time do a bit of an assessment on what needs to be strengthened. Thank you Peter for offering this value added service and I would highly recommend this for everyone!”

Joel D. Broersma, CFP
Senior Partner
Broersma & Associates, LLC
National Director of Agencies

"Our staff very much enjoyed the ‘Agents E&O – Items To Know’ class. By having the class in our office, we were able to have most of our staff attend and participate in the E&O prevention discussion. We look forward to the next lunch and learn E&O class."

David Ford
Principal
Ford Insurance Agency Inc

"Peter James came out to our office and provided us with some very valuable training on Agents E&O - Items To Know. He shared examples of potential E&O problems that occur in the insurance business and gave us some important tips on things to do that would help to protect our exposure in the agency. Our entire staff went through this short but valuable training and we would highly recommend it as a valuable interactive educational tool regarding E&O."

Charlie Gentner
Master Agent
Gentner Insurance Agency