Belman Klein serves as an independent consultant to independent P&C firms that are seeking to deepen and broaden their client relationships.
Our services, including point of sale assistance, are designed to complement your offerings with comprehensive design and product neutral planning solutions for individual, family and business life, disability, and long term care planning needs.
We have spent many years studying the property and casualty business in order to better refine our offerings consistent with you business practices.
By leveraging our skills you can:
Broaden existing client relationships
Increase client retention
Acquire new clients through a diversified planning and product portfolio.
Boost your long-term income
Strengthen your book of business
We know client acquisition and servicing costs are high. Belman Klein can help maximize your investment. Our business model works within your industry to he broaden risk management opportunities and identify new areas for growth.
When you partner with Belman Klein, you become just that – a partner.
You maintain ownership , control , and compensation for all policies written with your clients.