A True Insurance Partner
We pride ourselves on remarkable service and being true partners for our clients. This is so important with our clients’ total cost of risk. We value being an extension of our clients’ team and demonstrate this commit, with a 24-hour turnaround on all reasonable requests. Meaningful interactions are important when it comes to risk management and our clients can expect more than a piece of paper and a promise with two visits a year. Client implementation is in-depth and comprehensive— a true full service, real time risk management partnership.
Our Strategy: Simplification
We believe that simplifying the insurance process by streamlining communication is what a healthy strategy is all about. This allows our clients to focus on their business and what they do best. Our dedicated insurance team delivers this through a high-touch service model from an award winning platform. We are a boutique firm that offers so much more to our partners that other firms simply can’t match. As such, our clients experience superior support well beyond the initial transaction. Our deliverable extends well beyond insurance, it encompasses all the other valuable services that First Foundation was built upon including investment management, wealth planning, consulting, trust and banking services. Our team of professionals act as true consultants that provide unbiased solutions – even when the existing program doesn’t require any adjustments. Our clients benefit from a broad range of customized policies offered by well established and financially stable insurance companies. These policies can be delivered to our clients as a total package of solutions or as individual services based on the need. The value of delivering all these financial services to any businesses is exceptional.
Technology With Real Value
The technology platform we built allows for comprehensive real time risk management analysis. It’s not tech for tech sake but rather tech that provides real value to our clients. We believe in giving our clients access to their risk management needs 24/7 and the ability to benchmark their insurance program to peer group purchasing for better understanding of their total cost of risk. We offer vendor contract reviews to allow our clients further in-depth financial health and clarity.