Insurance Services
BMT Insurance Advisors
BMT Insurance Advisors (BMTIA) is your team to handle today’s insurance and risk management challenges.
In today’s uncertain business and financial environment, sound decisions and a high degree of security are more important than ever.
BMT Insurance Advisors is an independent insurance brokerage and risk management consulting firm that builds customized insurance portfolios to suit specific needs. Designed to minimize the cost of risk, we develop an active and ongoing partnership with our clients.
Our insurance professionals partner with all divisions of the bank – including Wealth Management, Personal Banking, Business Banking, and the Retail Credit Center (offering mortgages, consumer loans, and small business loans, among other products and services) – to assist you in developing your ideal overall financial strategy.
Why Work with an Independent Agent?
As an independent agent, we represent multiple insurance companies. This contrasts with direct writers or agents who represent only one company.
Commercial Insurance
We create customized risk management programs that mitigate the negative effects that accidental losses can have on an organization.
Personal Insurance
Securing proposals from several highly rated companies, we make our recommendations based on the most appropriate insurance program for your needs.
Group Employee Benefits
Assist in evaluating and implementing flexible benefit programs ranging from premium pre-tax conversion plans to full cafeteria plans.
Financial & Estate Planning
Financial security is crucial, and we assist clients with the planning necessary to make sure you have what you need.
Risk Management
We approach risk management as a process of making and carrying out decisions that will minimize the adverse effects of accidental losses on your organization.
Claim Management
We strive to reduce the impact that claim activity may have on future insurance costs.
