Professionals often encounter clients who need guidance evaluating their insurance protection.
Chesapeake Risk works with real estate professionals, attorneys, financial advisors, and other trusted advisors to provide independent insurance and risk advisory services for their clients.
Our goal is to provide thoughtful guidance while protecting the relationship you have built with the client.
Our advisory services are frequently used by:
Real estate agents and brokers
Mortgage professionals
Attorneys
Certified public accountants
Financial advisors
Property managers
These professionals rely on Chesapeake Risk to help clients evaluate insurance protection strategies.
You may introduce the client by email or direct them to schedule a Chesapeake Risk Review.
We meet with the client to evaluate their current insurance structure and exposures.
If improvements are appropriate, we design a protection strategy and help implement coverage through leading insurance carriers.
Chesapeake Risk understands that referral relationships depend on trust.
Our approach is to provide insurance advisory guidance while respecting the professional relationships that introduced the client.
We do not compete with the services provided by attorneys, financial advisors, or real estate professionals.
A Chesapeake Risk Review may be helpful when clients are:
Purchasing a home
Starting or expanding a business
Acquiring rental properties
Evaluating liability protection
Reviewing life insurance needs
The easiest way to refer a client is to connect us directly or have them schedule a Chesapeake Risk Review.
Schedule a Risk Review
or contact our office directly.
Phone
(443) 836-5600
Email Info@ChesapeakeRisk.com
Chesapeake Risk advises clients throughout:
Maryland
Pennsylvania
Virginia
Delaware
If you work with clients who would benefit from insurance guidance, we welcome the opportunity to assist.
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