Blueprint 365™

The Blueprint 365™ Process

Blueprint 365™ risk management with your business's risks in mind.

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Our Blueprint 365™ process is proven to lower insurance premiums while mitigating or eliminating personal and business risks. You know the value in assembling the right team. That’s why we want to do more than just hand you an insurance quote. We want to be your risk advisor.

Why it works.

Our five-step Blueprint 365™ process allows us to operate as a trusted advisor, much like your accountant, attorney, or wealth manager. By taking the time to get to know you and your business, we uncover hidden risk issues. Once these risk issues are revealed, we outline risk solutions that are customized for you and your business.

Risk Management - The BluePrint Risk Process Presented As An Infographic
How we’re different.

We don’t see our customers as transactions and we’re not looking to sell you a cookie-cutter insurance policy. We build relationships that offer ongoing risk support for upper-middle to high-net-worth income individuals and families and mid-size businesses that may not have a full-time risk manager. The extra time and attention we give you doesn’t cost you anything, but not properly identifying your risk issues just might.

How You Benefit

Personal Lines

  • Decreased insurance premiums.
  • Decreased insurance claims.
  • Decreased total cost of risk.

Commercial Lines

  • Decreased insurance premiums.
  • Decreased insurance claims.
  • Decreased total cost of risk.
  • Decreased employee absenteeism.
  • Increased business profitability.
  • Increased employee morale and engagement.
  • Increased employee productivity.
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As an independent agency, we are here to help you find the right Blueprint 365™ coverage.

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