Who We Are – Sandlin Insurance & Financial Services is an independently owned insurance broker handling the personal and commercial insurance needs of individuals, families, businesses, and nonprofits, for over 15 years.
We are fortunate to represent well-known and trusted insurance providers such as Farmers, Travelers, Safeco, Liberty Mutual/ Golden Eagle, CNA, Hartford, Chubb, Fireman’s Fund and virtually all other preferred markets in California and many other states.
Our service and support environment are highly automated to ensure the greatest efficiency and accuracy in working with each account. But our people, their personal approach, knowledgeable experience, and careful attention to detail, are at the core of our longstanding client relationships. Our commitment to be your partner is the cornerstone of our success.
Sandlin Insurance & Financial Services commercial property and casualty insurance specialists are technical experts who can help you identify, evaluate, reduce and manage risk throughout your business. Sandlin Insurance & Financial Servicess’ future plans consist of continuing to grow as an organization. Sandlin Insurance & Financial Services believes revenue growth will be achieved through internal organic growth, cross selling additional services to existing clients, and targeted acquisitions.
Sandlin Insurance & Financial Services is honored to present our qualifications, capabilities and strategies for helping you reduce your liability and overall expense relating to insurance and risk management. Our goal is to demonstrate that Sandlin Insurance & Financial Services is best suited to provide you with the risk management and insurance brokerage services required to drive down your overall insurance and claim costs while providing a detailed action plan for your overall insurance and risk management programs.
Our experienced team of experts will partner with your risk management team in the identification and management of new and emerging risks, such as Data Security and Privacy Liability, and other risks associated with your growth into new markets and potentially into new product or service lines.
Our commitment to your success
Sandlin Insurance & Financial Services is a “relationship driven, Client First” firm working for the benefit of our clients. Our relationships with clients, carriers, employees, and specialty service firms, translate directly into our effectiveness and success.
We endeavor to understand your business and organization and in doing so, better understand your risk tolerance. Our job isn’t just to be your insurance broker, anyone can do that; our job is to be one of your trusted business partners much like your attorney, CPA or banker.
We understand the importance of designing, implementing, and executing a service program that will help our clients attain their goals. Ongoing management of our relationship and monitoring of progress, assures that your goals will continue to be met. We will design, manage, and service your insurance program, so it works for you.
We will work with your or your team, to identify annual risk and insurance goals and specific strategies and tactics for jointly working to attain those goals. Our team will serve as an extension of your risk and insurance team and our compensation will be tied to our performance.
We know your industry
Sandlin Insurance & Financial Services local and regional experts’ team up to provide expertise in all facets of risk and insurance for many industries and operations like Personal & Commercial Property, Auto, Workers Comp, General Liability, Professional Liability, Business Owner Policies, Liquor, Pollution and Cyber Insurance. Sandlin Insurance & Financial Services also assists clients with operational issues, mergers and acquisitions, and expansion. Our goal is to educate our clients on their business risks, what options they have to transfer the risks or self -insure them. We like to provide various options for coverage’ s and prices, etc.
We represent clients from a variety of industries, as well as have several programs that are EXCLUSIVE to Sandlin Insurance & Financial Services. Our dedicated professionals have decades of experience in the design and placement of all forms of risk transfer including traditional guaranteed cost insurance programs, loss sensitive or cash flow insurance programs, risk retention groups, self-insurance and captive insurance companies.
We will provide the right resource for the right need. We partner with specialists in HR consulting, Employment Law, Loss Control, Workers Comp Claims Management and other specialties to support the unique needs of our clients.
You can expect that:
Our combined efforts will translate into results that you can see and quantify.
We will dedicate an experienced and professional team to support your needs.
We will be professional, approachable and courteous in servicing your account.
We will promptly return all phone calls and e-mails.
We will continue to pursue the best insurance and consulting alternatives for you.
The words that best describe our approach are partnership, consultative and collaborative.
We partner with the best-known insurance carriers in the nation so that we can be the best partner for our clients.
We consult with you at a detail level so we can mutually understand what the end result of our relationship will be.
We collaborate with you to provide realistic, attainable and measurable outcomes that work for you.
The best relationship will be one that works for you.
We are dedicated to helping you achieve your risk management goals
Sandlin Insurance & Financial Services Risk Management Process
Introduction: Understand you and your business, your perceived rights and strength.
measure and analyze the loss exposures.
Information: You share your current coverage information with us, so we can have a clear picture of your insurance program. The more information you’re able to give us at this state, the more we’re able to help in the stages that follow.
Evaluation: We do a comprehensive audit of all the information you’ve shared with us, seeking out overlooked risks.
Planning: we review our findings with you and map out steps we can take to manage your rick as a client of Sandlin Insurance & Financial Services.
Signing on: When you become a Sandlin Insurance & Financial Services client, we outline how we’ll prioritize and address the gaps found in your current risk management program over a 12-month period.
Management: We break down action items by month, determine responsibilities and adress each risk in turn. Some items are automated, while others are scheduled throughout the year based on your schedule.
Nine-to-five doesn’t apply here – we’re there when you need us.
Assessment: We repeat elements of the Evaluation and Planning steps two months before your coverage renewal date, so you’re clear on any new or persistent risks and can go into the renewal process armed with information.
Our team will review and evaluate any loss control or claims issues, service issues and enterprise risks associated with your operations and have the experience necessary to help you drive down your costs associated with risk and insurance management. Our experts have supported clients in their normal operations and as they have grown through expansion and mergers or acquisitions. We will apply this experience to all facets of your insurance program to ensure seamless integration of Sandlin Insurance services to meet your long-term needs.
We believe we will be a true trusted advisor by utilizing a holistic risk management approaches rather than focusing solely on the purchase of insurance. Sandlin Insurance & Financial Services will work with you to develop a risk management plan that will include, but is not limited to, better management of your risks, reduced risk financing cost over the long term, and broader coverage.
We look forward to the opportunity to build a long-term relationship, to earn and assume the role of trusted risk and insurance advisor and form a business partnership with you for many years to come.