"Working with my business insurance advisor at OC it was amazing at how much insurance and benefits were actually costing me.   Thanks to her help, we are now saving over $2,000 per month."
                                   â€”Tom C, Business Owner, Stamford CT

Our Business Insurance & Benefits Optimization Analysis reviews the 12 types of insurance a small business owner should have (or at least understand the implications of NOT having).     Our Program delivers an insurance scorecard that business owners can use to better manage an area that is critical to expense management and liability protection but often does not get the attention it deserves until...it's too late!

  • Health Insurance
  • Property
  • Busines Owner's Policy
  • General Liability
  • Life Insurance
  • Workers Compensation
  • Professional Liability
  • Directors & Officers
  • Data Breach
  • Commercial Auto
  • Renter's Insurance
  • Personal Liability

Key-Person Insurance

Executive Bonus Programs

Business Buy-Sell Agreements

Business & Non-Profit Organization Planning

We make sure our clients have options for all types of risk management and longevity planning, including: