What We Do For You:
 Welcome to TheTrustedAdvocate. We are delighted you are visiting our website and will do our very best to clearly and efficiently explain What We Do For You.
What We Aren't:
"You ought to feel highly honored," said the CFO to the insurance agent, "so far today I had my secretary turn away seven insurance telemarketers and five cold calling insurance agents." "Yes, I know," replied the agent, "I'm them."
What We Do For You:
When your organization’s insurance costs are important, TheTrustedAdvocate enables you to Keep Your Profit by deconstructing 100 years of insurance cost complexity to your economic benefit. TheTrustedAdvocate negotiates with the insurance industry on your behalf assuring your organization the best of all possible insurance and risk management economic outcomes. We are not an insurance agency, broker, nor an insurance company. We work exclusively for you as your trusted advocate, assuring that your outcomes are realized.
TheTrustedAdvocate utilizes an in-depth, comprehensive understanding of insurance distribution, company/carrier knowledge, and risk management techniques to negotiate on your behalf with the insurance industry to achieve the best possible economic result and outcomes. (See sample client determined outcomes) TheTrustedAdvocate is completely independent from the insurance industry thus your desired outcomes are realized, not the insurance industry’s.
TheTrustedAdvocate has the critical industry insight required to deconstruct 100 years of insurance cost complexity to your economic benefit and best of all possible outcomes. (See sample client determined outcomes) The insurance world has not fundamentally changed in the last 100 years leaving cost at an excessive level when compared with other segments of the financial services industry.
Fundamental 100 year market and cost drivers:
Your outcomes (see sample client determined outcomes) may have been overlooked or ignored in favor of securing a sale, making a record underwriting profit, and/or maximizing fees. Once resource, capability, and service commitments are made, there is virtually no fulfillment accountability.
Compensation:
TheTrustedAdvocate presents no financial risk to our clients. Compensation is based entirely upon successfully achieving your determined and unique outcomes. (See sample client determined outcomes) All engagements are accretive to your earnings, produce a net reduced insurance/risk management cost and in alignment with your desired outcomes.
TheTrustedAdvocate is a pay for performance, economic value added model that guarantees a minimum 100% return on investment, (ROI) based on achieving jointly agreed upon Economic Value Outcomes. Minimum engagement fees are $25,000. Engagements are accepted when a 100% return on investment of $50,000 or greater is possible. (See sample client engagement). As our economic model is completely client outcome based, a close cooperative relationship is important.
Closing:
The insurance industry is clearly capable of doing great things and may be doing a wonderful job of understanding and achieving your organization’s desired outcomes. If so, we are pleased for all concerned. If on the other hand, outcomes important to your organization (see sample client determined outcomes) are not being realized, we invite you to contact TheTrustedAdvocate.
Thank you for your interest.
Bruce E. Carr - Principal
Ron J. Lynch - Principal |
