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Brokerage Services

Gain access and expertise with our Wholesale Brokerage Services

Bay Oaks Group has the carrier partnerships and specialized knowledge you need to find the right coverage lines for your policyholder’s needs.

We’re the wholesale broker that goes the extra mile

With extensive knowledge and longstanding market relationships, we understand how to individualize your submission and make sure your client is protected.

When it comes to hard-to-place risks, specialized markets, or complex submissions, you need a wholesale brokerage partner you can trust to help you deliver the best possible service to your client.

Our approach creates a more efficient underwriting process that provides carrier underwriters more concise information resulting in better turnaround time for your clients.

Why Bay Oaks Group?

We complete carrier applications so you can focus your time on more important business

We review, pre-underwrite, pre-qualify, and summarize your submission for faster underwriter decision-making

We use a proprietary format to concisely present multiple quotes for side-by-side comparison

We make sure the information is clear and understandable, so the policyholder can make an informed decision

Our Brokerage Services include…

Negotiating coverage and placement of insurance policies.

Monitoring of Severe Claims

Quarterly Program Review Meetings with Governing Board

Managing RFP Process for Third-Party Claims Administration Services

We love what we do.

Whether an insurance program is complex or straightforward, the team of experts at Bay Oaks Group are passionate about bringing carriers and insureds together to create a successful program.

When you are looking for a trusted partner, you can count on Bay Oaks Group.

Contact us today to learn more about how we can help you!

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