Q2 2020 Highlight Reel Retention



Cooperative in New York refinanced an existing underlying mortgage.


Milpitas, CA

Broker partner renewed client with nearly identical coverage while offering higher sub-limits and saving them nearly $3,000 on annual premiums.

Cash Management

Newport Coast, CA

Increased portfolio's average interest earned by over $11,000 and will assist in managing the client's CDs.

Philadelphia, PA

Reallocated $2,048,987 in reserve funds for this condominium to help the association earn an additional $6,509 of annual interest income.

Orlando, FL

Reallocated $246,000 out-of-network funds into out partner banks in order to reduce the amount of uninsured funds.