Since 1967, The Insurance Exchange has been an exclusive insurance broker for some of the most premier property management and real estate companies in the United States, and around the globe. As specialists we take pride in getting to know the property management and real estate industry so we can better manage your insurance needs. Our longstanding experience working with property management and real estate companies of all sizes allows us to help you identify exposures to minimize risk, control costs, and develop a leading edge approach to meet objectives while simultaneously implementing strategies to drive down costs.

Owners and managers of commercial and residential properties oversee the property maintenance, the security of the building and tenants and overall welfare of many different interests. With wide array of responsibilities, it is imperative to have the right types of insurance and understand the latest laws that apply to property ownership in order to avoid costly lawsuits that can be devastating. The Insurance Exchange delivers strategies, tools and resources that will help property managers and owners protect their properties and manage tenants with ease.

The Insurance Exchange’s lasting relationships with many insurance carriers and superior service allows us to tailor specific solutions to our clients’ needs and to make sure they receive the best value out of their insurance packages while never sacrificing quality.

Employee Benefits Products & Services

  • Milliman Fortune 100 Actuarial Services
  • Customized Benefits Benchmarking
  • Davis-Bacon Act & Service Contract Act
  • Fringe Benefit Plans
  • International Employee Benefits/War Risk
  • HR Support/Compliance Services
  • Mid-Year Claims Meeting/Renewal Projections
  • Health Insurance
  • Life Insurance
  • Accidental Death and Dismemberment Plans
  • Dental Insurance
  • Short and Long Term Disability
  • Alternative Funding and Self-Funding Plans
  • COBRA Services
  • Group Auto & Homeowners Insurance
Business Insurance Products & Services
  • Building and Personal Property
  • Inland Marine (Transit, Installation, etc.)
  • Business Income and Extra Expense
  • Crime (Employee Dishonesty, Computer Fraud, 3rd Party Fidelity etc…)
  • Bonding
  • Fiduciary Liability
  • DBA (Defense Base Act Worker Compensation)
  • Foreign Package (General Liability, Property, Auto, Voluntary Workers Compensation)
  • Risk Management Services
  • Licensed in all 50 states
  • Commercial Auto
  • General Liability
  • Umbrella
  • Errors and Omissions (Professional Liability)
  • Intellectual Property Liability
  • Cyber Liability
  • Directors and Officers
  • Employment Practices Liability
  • Worldwide Cargo
  • Foreign Casualty – Cash Flow, Controlled
  • Master Program
  • Multinational Travel Accident
  • Foreign Package
  • Kidnap and Extortion
Retirement Plan Consulting Products & Services
  • 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