Providing insurance brokerage to our clients is Wortham’s
primary core competency and one of our most visible
services. Our comprehensive, multi-step process includes
risk assessment, marketing, contract reviews and analytical
services, and policy servicing.
As part of our risk assessment services, we review and
analyze all risk exposures and develop an annual summary
of potential risks. Our team also counsels clients on
business trends, legal issues and possible exposures
that could lead to future claims.
Our marketing efforts are focused on developing strategies
to secure cost effective and efficient programs for clients,
including alternative financing options to reduce costs.
Working with clients, we prepare underwriting specifications.
Building on our strong relationships with underwriters,
we serve as the client’s liaison, facilitate meetings
and negotiate customized or manuscripted forms that meet
an organization’s precise needs.
In our role as a client advocate, we review third-party
contracts for insurance and indemnity requirements and
provide other analytical services, including loss-financing
analysis. The Wortham team also prepares forecasts of
insurance costs for clients’ annual budgets, calculates
experience modifiers and reviews policy audits.
Our insurance brokerage technicians take exceptional
pride in providing conscientious, diligent service to
our clients. For instance, a team of at least four Wortham
staffers reviews each insurance audit for thoroughness
and accuracy before it is delivered to a client. The
level of service that we provide to all clients sets
Wortham apart from the competition.
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Frankly,
any insurance agent can provide clients with a certain level
of insurance brokerage. What distinguishes Wortham from the
competition is the far-reaching expertise and depth of service
that we provide. From risk assessment to renewal marketing
to analytical reviews, we go far beyond the traditional insurance
brokerage services to provide our clients with the guidance
and products to protect their business. 
