Proactive Service Approach
365-Day Client Care
At CCIG, our 365-day service model provides continuous, proactive support year-round. Unlike traditional check-ins, we stay consistently engaged, monitoring evolving needs, addressing emerging risks, and optimizing your insurance program in real-time.
ANNUALLY
PROGRAM & COVERAGE REVIEW
- Deep-dive carrier & coverage analysis
- Driving history & claims review
- Entity analysis (LLC’s / Trusts)
- Carrier marketing
- Deductible optimization
- Side-by-side coverage analysis
- Individual risk assessment review & discussion
- Policy issuance & accuracy proof
- Billing coordination
Planning & customization of the insurance program.
FAMILY PROGRAM REVIEW
- Current market trends (Industry & Regional)
- Annual inventory checklist & review
- Optimize coverages & deductibles
- Liability & risk tolerance assessment
- Cyber risk
- Asset schedule alignment
- Entity scheduling alignment
- Confirm service strategy
- Additional coverages & support
Meet with each family member to align and optimize insurance program and coverages annually.
FINALIZE PROGRAM DETAILS
- Confirm & process renewal recommendations and changes
- Issue & print auto ID cards, EOIs, & all other required documentation
- Confirm CCIG contact information
- Confirm billing schedule
- Provide refreshed annual summary
Facilitate all program details and provide insurance documentation.
ONGOING
ANNUAL SERVICE & STEWARDSHIP PLAN
1. Pre-Loss Planning
- Initiate property site assessments
- Assignment of designated claim adjusters
- Simulated claim walk-through establishing protocols prior to loss
- Wildfire prevention & defense
2. Post-Loss Advocacy
- Loss triage & claim filing
- Resolution of coverage disputes
- Loss monitoring & negotiation between client & carrier
- Assist with subrogation & recovery efforts
- Reserve analysis & negotiation
- Establish action plan & claim resolution plan
- Establish fraudulent/suspicious claim action plan
3. Mid-Year Check-In
- Individual client updates/changes
- Service & stewardship feedback & benchmarking
Ensuring service satisfaction and continued program optimization.
What Clients Are Saying About Us
"We can’t recommend CCIG enough! Working with Will Steck has been a game-changer for our insurance needs. Will took the time to understand our unique situation and delivered tailored solutions that perfectly fit our family’s needs while giving us peace of mind. His expertise and dedication to client service are exceptional. It’s reassuring to know we have Will and the entire CCIG team looking out for us. If you’re seeking reliable insurance guidance from someone who truly understands the lifestyle of pro-athletes and their families, Will is the one to call!"
Sam & Jacky Girard
Professional Ice Hockey Defenseman
Colorado Avalanche
"When it was time to renew my insurance policies for multiple properties, I faced significant cost increases. I turned to Andy at CCIG, and he exceeded my expectations. Not only did he secure great coverage that saved me money, but he also ensured my properties were insured to their full replacement value. Andy took the time to educate me on key factors I hadn’t considered before and highlighted important details that my previous major insurance provider never addressed. Thanks to CCIG, I now have better coverage, competitive rates, and a supportive, knowledgeable team by my side."
"CCIG has been a trusted partner for years! My team is fantastic—they're always there with smart advice to help me manage risk and make the most of my premium. Their responsiveness, combined with their engaging client events, make working with CCIG a standout experience."
thinkCCIG.com
(303) 799-0110
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