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Johnson, Kendall, & Johnson Inc.


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Case Studies
In Case Studies:
Worker's Compensation
Business Property Insurance
Competitive Insurance Program for a High-Risk Company
Consolidating Insurance Programs
Continuity of Ancillary Benefits
Catastrophic Loss Due to Fire
Alternative Insurance Coverage and Management
Implementing an Online Enrollment/Communication System
Directors and Officers Liability in an IPO
Start-Up Financial Institution
Personal Home Insurance

Case Study :: Start-Up Financial Institution

Challenge:

A group of business people, not happy with the many changes in the banking industry, decided to open a bank catering to the mid-sized business client.

What We Did:

  • Comprehensive gathering of information to present to the very limited insurance market that was available to this type of start up operation.
  • Worked closely with the insurance company underwriters and our client's CFO to create interest and confidence in the Board and management team.
  • We obtained competitive pricing and all coverage that should be in place for the operations and activities of a financial institution.

Results:

  • The coverage that we put into place enabled the Board to be filled with some of the most successful business people in the county. They had a high comfort level established through the adequacy of their coverage.
  • The financial institution had been established and has been growing over the last 5 years.
  • The board is still in place, the coverage is well established, and our client has worked seamlessly with their insurers.

 

 

 
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