Our Risk Review Process in Detail

CLAIMS MANAGEMENT. Reduce down time and future claims by developing a claims management program to identify trouble spots in your operations. Controlling the costs of claims, especially in Workers’ Compensation, will improve productivity, quality, and profitability. We will review your return-to-work program, consider utilization of doctor networks, and help guide a proper accident/injury investigation.

CONTRACT REVIEW. Few businesses have an appropriate process in place to review contracts. Our service will assist you to establish a contract review process, or ensure your current process is adequate. Many contracts legally transfer various types of financial responsibility that can be met through insurance policies, if properly stated and identified. Some contracts transfer this liability unknowingly by the contract parties. Our program will ensure you aren’t caught off-guard.

PRIVATE WEALTH MANAGEMENT. Participants receive a detailed review of their investment strategy, including current financial positions, asset allocation, and investment performance. In conjunction with your Financial Advisor’s knowledgeable advice, Bearence Private Wealth Management (BPWM) can help you make informed investment decisions to help you reach your financial objectives. BPWM’s dedicated team of Financial Advisors is devoted to developing and delivering comprehensive Wealth Management capabilities designed to best serve our clients.