Frankly, any insurance agent can provide clients with a certain level of insurance brokerage. What distinguishes Eichlitz, Dennis, Wray & Westheimer and the Wortham Group 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.

Providing insurance brokerage to our clients is a Wortham Group 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. Our team also prepares forecasts of insurance costs for clients’ annual budgets, calculates experience modifiers and reviews policy audits.

Eichlitz’ agents and customer service representatives take exceptional pride in providing conscientious, diligent service to our clients. The level of service that we provide to all clients sets us apart from the competition.