The Insurance Exchange understands the importance of professional associations within a community and to its members. As specialists in the association industry, we recognize the obstacles faced both short and long term. We provide turn-key solutions that can help. The Insurance Exchange offers specialized products and services to help reduce exposures, service compliance needs and help contain costs while our associations continue to assist their members with valuable professional resources and services.

Sustainability is Key

Building and implementing an insurance program that recognizes specific exposures is vital in making strategic planning decisions.

Employee Benefits:
  • Fortune 100 Actuarial Services
  • International Employee Benefits
  • Compliance/HR Support Services
  • HR Technology Solutions
  • Self-Funding and Alternative Funding Plans
  • Health Care Reform Impact Custom Report
  • Consumer Driven Health Plans (HSA, HRA, FSA)
  • Well Being Programs
  • COBRA Services
  • Health, Rx, Dental, Vision Insurance
  • Life, AD&D, Disability Insurance
  • Legal Plans & Identity Theft Protection
  • Voluntary & Supplemental Insurance
  • Benefit Education/Enrollment/Communications
Business Insurance:
  • Contract Review
  • General Liability, Property, Auto, Voluntary Workers Compensation
  • Cyber Liability – Network & Privacy Liability
  • Multinational Travel Accident
  • Kidnap & Extortion
  • Errors & Omissions (Professional Liability)
  • Risk Management Services
  • Crime (Employee Dishonesty, Computer Fraud, 3rd Party Fidelity Bond, etc.)
  • Employment Practices Liability
  • Directors & Officers
  • Fiduciary Liability
  • Travel Assistance (Medical, Travel. Personal.Legal & Security)
  • Inland Marine (Transit, Installation, etc.)
  • Credit Risk
  • Intellectual Property Liability
  • Building & Personal Property
  • Business Income & Extra Expense
  • Commercial Auto
  • Umbrella
  • Bonding
Retirement Plan Consulting
  • 401(k) & 403(b) Plans
  • Executive Compensation Plans
  • Fiduciary Support
  • Plan Design
  • Mutual Funds
  • Individual Life, Disability & Long Term Care
  • Pension/Profit Sharing
  • Financial Consulting
  • 529 Plans
  • Investment Consulting
  • Rollovers (Roth or Traditional)
  • Investment Score Card System