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Insight

Insight is power. We look at your business from every perspective - strategic, cultural, operational, financial - to really understand the challenges and opportunities facing your business.

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Action

It’s about helping businesses thrive. From insights, we map out actionable steps to allow your firm to capitalize on opportunities and mitigate challenges.

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Results

In partnership with you, we transform focused action into meaningful results – enhancing your company’s ability to reach its goals. We are committed to helping your business succeed.

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Insight

Our expertise is fueled by a dedication to discovering the best way to safeguard your interests. And our experience enables us to identify risks and understand your objectives so we can customize policies and services to fit your individual needs.

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Action

We are not satisfied until you’re confident that your personal risks are understood and addressed. JMBI delivers a customized game plan, with options and opportunities tailored to your situation.

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Results

Your objectives are our objectives. So we provide unique solutions and continuous support to attain your personal and financial goals. At JMBI, we work tirelessly to deliver the results you demand.

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Client Success Story

Commercial - Broadening Coverage - Real Estate

Situation

A private equity firm partnered with a real estate investment firm to purchase a vacant hotel and then needed to place property and general liability coverage on their investment.  After attempting to place coverage for several weeks, the private equity firm requested JMBI’s expertise, late on a Sunday evening.

Insight

Armed with our extensive experience in real estate, we were able to discern the unique details in the purchase and document the property details.

Action

Working within a short time frame, we called upon our long-standing relationships in the insurance marketplace to provide solutions to meet the special needs of our customer and secured competitive and comprehensive quotes on the property.

Results

Within a day, we had a proposal in the hands of the insured securing significantly broadened coverage compared to what they had been offered elsewhere for considerably less premium.  The savings helped both investment firms maximize their investment potential and we enhanced the credibility of the private equity partner by performing in the way he promised the real estate firm we would.  The real estate firm subsequently referred over several other holdings, which we currently insure.

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Client Success Story

Called to Order: Private Client – Property and Casualty

Situation

A prospective new client had three policies with differing timelines. They needed policy administration and more coverage but were concerned with rising annual costs.

Insight

Our challenge was twofold: we needed to reduce premiums while increasing coverage, and offer a comprehensive program with a single term date and point of contact. We also wanted the client to feel they had integrated and coordinated coverage.

Action

We worked with our carriers to consolidate the client’s policies into a single package for all lines of business with one common effective date. Our carrier relationships and experience enabled us to reduce annual premiums by approximately $10,000 and in some instances provide broader coverage.

Results

We won the client’s business and confidence, leading to additional opportunities and insuring other family members.

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