The Insurance Exchange understands the importance of nonprofit organizations to their communities and their members. As specialists in the nonprofit industry we recognize the unique risks and hurdles that nonprofit organizations face, both short and long term, and have solutions to help. Building and implementing an insurance program that recognizes your specific exposures is vital to reduce the chance that unexpected losses could deplete financial resources. We are committed to providing nonprofit organizations with specialized products and services to reduce risks, help with compliance, protect employees and contain costs. In the current financial climate many nonprofits are being asked to do more with less. The Insurance Exchange can help by providing resources and support so organizations can concentrate on their most important undertaking – their mission.

Our long-standing relationships with major insurance carriers and our unique understanding of the nonprofit industry allow us to tailor specific solutions to our clients’ needs. The Insurance Exchange provides superior service to our nonprofit partners to make sure they receive the absolute best value from their insurance package.

Employee Benefits Products & Services

  • Customized Nonprofit Benefits Benchmarking
  • Online HR Technology/Benefits Enrollment Systems
  • Benefits Communication & Employee Education
  • HR Support/Compliance Services
  • Consumer Driven Health Plans (HSA, HRA, FSA)
  • Wellness Programs
  • International Employee Benefits
  • Fortune 100 Actuarial Services
  • Mid-Year Claims Meeting/Renewal Projections
  • Health Insurance
  • Life/AD&D Insurance
  • Dental Insurance
  • Short & Long Term Disability
  • Alternative Funding & Self-Funding Plans
  • COBRA Services
  • Accident, Cancer, & Critical Illness Insurance
  • Executive Benefit Programs
  • Group Auto & Homeowners Insurance

Business Insurance Products & Services:

  • Building and Personal Property
  • Business Income and Extra Expense
  • Crime (Employee Dishonesty, Computer Fraud, 3rd Party Fidelity, etc.
  • Equipment Breakdown
  • Commercial Auto
  • General Liability
  • Abuse and Molestation Coverage
  • Professional Liability
  • Volunteer Coverage
  • Accident Coverage
  • Umbrella
  • Network Security and Privacy Liability
  • Directors and Officers
  • Employment Practices Liability
  • Fiduciary Liability
  • Media Liability
  • Anti-Trust
  • Foreign Package
  • Kidnap and Extortion
  • Multinational Travel Accident, Including War Risk
  • Crisis Management
  • Risk Management Services

Retirement Plan Consulting Products & Services:

  • Wealth Management Consulting
  • Investment Advisory Services
  • Rollover Support
  • Retirement Plan Vendor Benchmarking
  • Plan Design Analysis and Review
  • Investment Performance and Asset Allocation Analysis
  • Fiduciary Support and Compliance Checklist
  • Plan Conversion Guidance
  • Employee Education Workshops (On-Site and Webinar)