Like many of you, I struggle to find savings across many of the administrative needs of the organization. Like many of you, I also receive calls from vendors claiming that they can provide not only savings but “personalized” service and availability whenever they are needed. Often, I have found myself to be disappointed when the “personal service” terminates upon the signing of the contract!!
It is for this reason that I am writing; to share with you the comfort, support and pleasure that I have had in working with Michael Jakob of Carriage Trade Insurance Agency, Inc. Michael and his team at Carriage Trade is a business that “gets it” and one that truly understands the needs of the nonprofit community. Carriage Trade has been Lutheran’s insurance broker for several years and he and his team are always available to me, my CFO, HR Director and General Counsel whenever we need him. Carriage Trade communicates with us regularly either in person or via email and often shares information concerning insurance issues in the sector.
Michael’s work also includes providing us with viable alternatives when insurance companies increase their costs without advance warning. He has also provided counsel as to how we could reduce costs by making minor changes in our operations, office design, etc. Just recently, Mike on his own investigated our payments to the State Insurance Fund and was able to get a reduction of 22% in our premiums!!
For those of you who know me well, you know that I am not one to give faint praise for individuals for “doing their job”. But in Carriage Trade Insurance, I have a reliable advocate, a positive relationship and an incredible professional that helps Lutheran Social Services of NY save money. His skill sets and expertise gives me one less thing to worry about. Something that we all need during this challenging time.
I strongly recommend Mike Jakob and Carriage Trade Insurance Agency for all your insurance needs. Give him a call, ask questions and mention that Damyn sent you!!