White Paper

Matching a Client and Carrier: What You Should Know

Before starting any business relationship, it’s important to ensure that each party understands one another’s needs. There are three parties involved in the process that are part of making the relationship a success.

White Paper Summary

It’s essential that brokers have a thorough understanding of a client’s business as a whole in order to effectively match them with a carrier. Additionally, they must be able to identify their client’s business, operational and economic pressures. Here, we will provide some valuable tips for developing a good insurance product and carrier match. The carrier will need all the same critical information in order to understand the client’s risk factors and propose insurance solutions. Ultimately the client must be satisfied and the experience should be a win-win for all parties involved – client, broker and insurance carrier.


To learn more about ORGIG, please visit their website.

The General Insurance Group is the largest business segment within the Old Republic Insurance Group and specializes in the property & casualty marketplace. Each company focuses on a select segment, offering specialized insurance coverages or specializing by industries. This is our competitive advantage. While collectively we offer a full suite of risk management and insurance solutions, our expertise in unique industry segments is unsurpassed. We serve large corporations with complex risks, small and mid-sized companies, and consumers with home and auto warranty offerings.

Risk Matrix: Presented by Liberty Mutual Insurance

10 Critical Risks Shaping the Liability Landscape Today

Litigation trends, including ever-rising jury awards, are amplifying new and emerging liability exposures across the board.
By: | June 3, 2019

The R&I Editorial Team can be reached at [email protected]