About Us

Put your Risk in our hands

Insurance Strategies, Inc. was formed in 2001 to serve the needs of financial institutions in the upper Midwest.  Our principals have provided insurance and risk management services to financial institutions for over 25 years.

Why Insurance Strategies?

Service, Service, Service—we provide you with personal service from policy review, application completion, coverage explanation, and claims assistance.  And we’re here to answer your questions and those of your Board members throughout the policy year.

Experience—our principals have been serving community financial institutions for over 25 years.  We have experienced numerous hard and soft markets and the coverage and pricing changes that accompany those conditions.  We work to maximize your coverage and minimize your premiums during both good and bad times.

Specialists— we serve financial institutions, not grocery stores, bars, restaurants, or gas stations.  We know your industry and the exposures facing your industry.

Risk management approach—you are busy running a financial institution and deal with insurance only on an as-needed  basis.  We work with financial institutions every day.  Our approach is to analyze your risks and provide the solutions which best fit your organization’s needs and goals.

Choices— we work directly with all major carriers of financial institution insurance, selected because of their financial strength (A.M. Best-rated “A” Excellent or higher) and their exceptional track records in serving the financial institution marketplace.  These choices allow us to select the carrier(s) which best fit your needs.