Business Client Resources

Learn about your business insurance options through our educational videos and downloadable guides. Each product includes a detailed video explanation and a comprehensive guide you can download and keep.

Group Health Insurance

Medical, dental, and vision plans for businesses of all sizes — understand your options as an employer.

Group Health GuidePowerPoint presentation • 22 slides
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How Group Health Insurance Works

Learn about fully insured vs. self-funded plans, HMO/PPO/HDHP network options, employer contribution strategies, COBRA compliance, and how to choose the right plan for your team.

Group Dental & Vision Insurance

Affordable dental and vision benefits that your employees will actually use — DHMO, DPPO, and voluntary options.

Dental & Vision GuidePowerPoint presentation • 18 slides
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How Group Dental & Vision Benefits Work

Understand employer-sponsored dental and vision plans, annual maximums, network types, orthodontia coverage, and how voluntary benefits can be offered at no cost to your business.

Group Life Insurance

Group term life, key person coverage, and executive supplemental plans — protect your business from the loss of key team members.

Group Life GuidePowerPoint presentation • 16 slides
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How Group Life Insurance Works

Learn about basic vs. supplemental group life, key person insurance, buy-sell funding, portability options, and how to structure coverage for both rank-and-file employees and executives.

Group Disability Insurance

Short-term and long-term disability coverage for your employees — protect your team and your business from income loss due to illness or injury.

Disability GuidePowerPoint presentation • 16 slides
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How Group Disability Insurance Works

Understand STD vs. LTD, elimination periods, benefit percentages, non-occupational vs. occupational coverage, and how disability benefits integrate with state leave programs.

Group Retirement Plans

401(k), SIMPLE IRA, SEP IRA, and profit-sharing plans — help your employees save for retirement while reducing your business taxes.

Retirement GuidePowerPoint presentation • 24 slides
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How Group Retirement Plans Work

Compare 401(k), SIMPLE IRA, and SEP IRA plans. Understand employer matching, vesting schedules, participant loans, safe harbor provisions, and fiduciary responsibilities.

Workers Compensation

State-mandated coverage that protects your business and employees when workplace injuries occur.

Workers Comp GuidePowerPoint presentation • 20 slides
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How Workers Compensation Works

Learn about state requirements, experience modification rates (e-mod), claim reporting, return-to-work programs, and how to control your workers comp premiums through safety programs.

Commercial Liability Insurance

General liability, product liability, and completed operations coverage — protect your business from third-party claims.

Liability GuidePowerPoint presentation • 18 slides
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How Commercial Liability Insurance Works

Understand general liability, product liability, completed operations, premises liability, and how umbrella policies provide additional layers of protection for your business.

Builders Risk Insurance

Coverage for buildings under construction, renovation projects, materials, and equipment — protect your construction investment.

Builders Risk GuidePowerPoint presentation • 16 slides
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How Builders Risk Insurance Works

Learn about course of construction coverage, materials on-site and in transit, soft cost coverage for delays, and how builders risk differs from standard commercial property insurance.

Commercial Property Insurance

Building, contents, business interruption, and equipment breakdown coverage — keep your business running after a loss.

Property GuidePowerPoint presentation • 20 slides
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How Commercial Property Insurance Works

Understand building coverage, business personal property, business interruption, equipment breakdown, inland marine, replacement cost vs. actual cash value, and coinsurance provisions.

Commercial Auto Insurance

Coverage for cars, trucks, vans, and fleet vehicles used for business purposes — liability, physical damage, and hired auto coverage.

Commercial Auto GuidePowerPoint presentation • 16 slides
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How Commercial Auto Insurance Works

Learn about owned vs. hired vs. non-owned auto coverage, physical damage, cargo coverage, fleet policies, and how commercial auto differs from personal auto insurance.

Professional Liability & E&O Insurance

Errors & omissions, cyber liability, and directors & officers coverage — essential protection for service-based and professional businesses.

Professional Liability GuidePowerPoint presentation • 20 slides
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How Professional Liability Insurance Works

Understand errors & omissions, cyber liability, D&O insurance, EPLI, claims-made vs. occurrence policies, and what types of professional services businesses need each coverage type.

Business Travel Insurance

Coverage for employees traveling on business — trip cancellation, medical evacuation, lost luggage, and emergency assistance worldwide.

Business Travel GuidePowerPoint presentation • 14 slides
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How Business Travel Insurance Works

Learn about trip cancellation/interruption, medical evacuation, baggage loss, 24/7 travel assistance, annual multi-trip policies, and how to protect your employees wherever they travel.