The Bay Oaks Group Brokers
Risk Managers

Brokerage Services

  • Excess Workers' Compensation Policy Placement
  • Specific Excess Employers Liability Policy Placement
  • Monitoring of Severe Claims
  • Quarterly Program Review Meetings with Governing Board
  • Manage RFP Process for Third-Party Claims Administration Services

Program Management Services

  • Creation of Program Documentation, Governing Structure, and Structure of Service Providers
  • Ongoing Support & Education of Governing Board
  • Assist in the Establishment of Appropriate Funding Levels
  • Coordination of Independent Financial Review, Independent Actuarial Review, and Financial Reporting to Regulatory Authorities
  • Management of Quality Assurance Programs

About Self-Insurance

Publications & Links

About Us

We are a New York-based company specializing in the development and ongoing management of self-insured programs. We also provide brokerage services to self-insureds, insurance agencies and Third-Party Administrators. Our founding mission is to help self-insured's and agents of self-insured's maximize the full potential of their program.

We recognize the importance of reducing costs during these financially-challenging times. We offer clear, objective, and no-nonsense guidance. For example, more effective use of existing policies and resources can often lead to significant cost savings. Such savings are often hiding in plain sight, and we help our clients find them.

We have extensive experience with programs serving public schools and local governments.

Our Philosophy

The very best (most successful) programs are those that commit to a continual and thoughtful process of determining the appropriate/ideal amount of risk to self-insure and how to best insure the risk over and above that amount.

We pride ourselves on the results we achieve and the close relationships we maintain with all of our clients, be they self-insured's, agents or third-party administrators.

Our Values

  • We support our local community
  • We support charitable organizations
  • We support sustainability initiatives aimed at improving the environment in which we live and work

Contact Information

Corporate Headquarters
Bay Oaks Group, Inc.
584 Ardsley Blvd., Suite 204
Garden City, NY 11530-5552

John Congdon: 516-280-4901
Liz Walker: 516-280-4900
Fax: 631-794-2767

Wholesale Brokerage Division

Vincent Capaldi: 267-799-8600
Deborah Moller: 267-799-8601
Fax: 267-395-5554


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