With the sole purpose of providing your company with a competitive advantage in the marketplace and an exclusive service offering to your most cherished clients, CBIZ Special Risk has developed Institutional Accounts. Our Institutional Accounts are the most comprehensive client advocacy, risk management solution for high net worth and business owner clients. This value-added platform is exclusively available to select insurance companies, banks, law firms, wirehouses, broker/dealers, and accounting firms.
With an Institutional Account, your company will have access to industry leading talent, resources, and expertise to ultimately reinforce the trusted advisor relationship between your company’s professionals and their clients.
Your company will benefit from an institutional relationship built on trust, integrity, and compliance. As a wholly owned subsidiary of CBIZ, Inc., a publicly held company, we are committed to complete financial disclosure and transparency as we are required to have the appropriate internal controls, and Sarbanes-Oxley, HIPAA, and IT compliance.
Our Institutional Accounts have been embraced by more than 10,000 professionals across the country. Are you ready to offer the CBIZ Special Risk competitive advantage to your professionals?
For more information, please contact Woody Wodchis at 858-444-3134.