Initial Account Survey
A meeting to survey your needs will help us better understand your operations and some of your daily risks.
Management Review
A meeting to discuss the best strategy to market your program will include:
- An evaluation of the risks involved and the carriers best suited to meet your needs
- Alternatives to the current program
- Pricing directions and considerations
- Insurance market conditions for each area of coverage
- Recommendations for additional coverage
Account Status Reports
Designed to provide you with regular updates, as needed, to discuss:
- Status of outstanding items
- Recap items recently finalized
- Advice on potential problem areas
- Serve as a reminder of data needed from you
- Keep you up to date on changes within the industry
Loss Control
Various observations and recommendations will help reduce claims. The purpose is to provide tools to help mitigate future claim problems.
Claims Review
Loss Reports will be reviewed to identify trends and correct errors. Claims review is of special importance in Workers' Compensation, because of the dramatic effect open claims have on your experience modification and policyholder returns.
Claims Service
When a claim does occur, your first call should be to us. We will make sure that the loss is reported promptly to the proper carrier. The thorough submission of the claim to the carrier can have a great impact on how that claim is adjusted and paid. You will receive personal and efficient claim service.
Certificates of Insurance
We realize Certificates of Insurance are a very important part of your business operations and CDS Insurance places great emphasis on the issuance of these certificates. In most cases, requests for Certificates of Insurance are issued within 24 hours.
Premium Audit Review
We will oversee audits to be sure they are correct. Use of the proper rates and simple mathematics will also be checked.
Policies
We will monitor the carriers to expedite policy processing. Occasional changes and endorsements will be handled promptly.
Personalized Services
We always strive to give the personal attention and consideration you deserve and expect. We have built our reputation on it.