Client Management System
Commercial Real Estate
Running a small business involves a significant investment. Business insurance protects your investment by minimizing financial risks associated with unexpected events such as a death of a partner, an injured employee, a lawsuit, or a natural disaster. When you’re assured that your company and employees are properly protected, you can concentrate on making your business a success.
Protect your business—assets, management, and employees before a claim occurs.
The challenges and risks of running a business are significant. With our business insurance service providers, they determine what kind of coverage you need and how much. The goal is to ensure you have the right coverage in place so you can focus on running your company.
Being prepared for risk-whether from accident, negligence, a force of nature, or something else-can be the difference between success and failure.
The Owner’s List (TOL) is an online platform for trusted advisors to facilitate the relationship between their service providers and commercial clients. As a trusted advisor (e.g. insurance agents, trade associations, banks) you have the ability to select the services you wish to offer, designate the providers, execute partnership agreements, and create & monitor leads from your online dashboard.
Expand your service menu and track leads.
Small businesses are the backbone of our economy and it is our job as a trusted advisor to facilitate their success. Currently, larger banks receive more clients because they can offer more services than smaller banks. When using The Owner’s List, banks gain access to all of the industry leading service providers that TOL partners with. The system can also be used to send opportunities internally (within the bank) and externally (with pre-existing relationships).
When local businesses grow, you grow!
Our service providers will work with your commercial customers to create a customized commercial insurance package. Together, they will find the optimal combination to provide protection for their business. The types of coverage can range from property and general liability to auto, crime, inland marine and professional liability.
Let your commercial customers tailor an insurance program that works best for them.
The coverage plans below are essential to protecting a business from unforeseen perils.
Protect the essential components of business under one policy.