surmount insurance family

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SAN DIEGO | IRVINE | PASADENA | BOCA RATON [email protected] | surmountins.com | 800.659.5313 SURMOUNT INSURANCE SERVICES, INC. | AN IAG COMPANY | CALIFORNIA OFFICE #OF18068 + Business Owners Policies (BOP) + Worker’s Compensation Insurance + General Liability Insurance + Commercial Auto Insurance + Commercial Property Insurance + OCIP /CCIP + Professional Liability Insurance ~ Errors & Omissions Coverage for Licensed Professionals ~ Technology Services Professional Liability ~ Miscellaneous Errors & Omissions + Management Liability ~ Directors & Officers Liability ~ Employment Practices Liability ~ Fiduciary Liability ~ Crime + Network Security & Privacy Liability + Representations and Warranties Coverage for Mergers & Acquisitions ~ Buy Side/Sell Side + Contract: Performance and Payment + Finance Lender Bonds + Warranty + Subdivision: Off-site, On-site, Property Tax, etc. + Supply + Area Franchise: i .e. Agreements by Trash Haulers with Municipalities to collect in certain areas + Court Bonds: Probate, Estate, Trustee, Appeal, etc. + License & Permit + Sales Tax + Medical Insurance* + Dental Insurance* + Vision Insurance* + Life & Accidental Death & Dismemberment + Long & Short Term Disability + Long Term Care + Employee Assistance Plan + Wellness Plans/Programs + Retirement Plans + Individual/Family Health *Self Funding Experts + Residential properties + Fine art, antiques and collectibles + Jewelry, silver, furs + Automobiles and recreational vehicles + Private aircraft + Boats and yachts + Domestic Workers' Compensation + Excess liability + Identity theft + Farms, ranches and country estates, including bloodstock/horses and livestock + Employee Self Service + Onboarding + Benefits Enrollment + HRMS/Payroll/Tax + Recruiting + Performance Management + Benefit Census Reports + Ad-hoc Reporting and Business Analytics + ACA Compliance Ready Reports + Loss Control + Safety Management + Auditing & Inspection + Expert Witness + OSHA Representation + Claims Management + Policy Development + Employee Orientation + Drug Testing

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S A N D I E G O | I R V I N E | PA S A D E N A | B O C A R AT O N

i n f o @ s u r m o u n t i n s . c o m | s u r m o u n t i n s . c o m | 8 0 0 . 6 5 9 . 5 3 1 3

S U R M O U N T I N S U R A N C E S E R V I C E S , I N C . | A N I A G C O M PA N Y | C A L I F O R N I A O F F I C E # O F 1 8 0 6 8

+ Business Owners Policies (BOP)+ Worker’s Compensation Insurance+ General Liability Insurance+ Commercial Auto Insurance+ Commercial Property Insurance+ OCIP /CCIP+ Professional Liability Insurance ~ Errors & Omissions Coverage for Licensed Professionals ~ Technology Services Professional Liability ~ Miscellaneous Errors & Omissions+ Management Liability ~ Directors & O�cers Liability ~ Employment Practices Liability ~ Fiduciary Liability ~ Crime+ Network Security & Privacy Liability+ Representations and Warranties Coverage for Mergers & Acquisitions ~ Buy Side/Sell Side

+ Contract: Performance and Payment+ Finance Lender Bonds+ Warranty+ Subdivision: O�-site, On-site, Property Tax, etc.+ Supply+ Area Franchise: i .e. Agreements by Trash Haulers with Municipalities to collect in certain areas+ Court Bonds: Probate, Estate, Trustee, Appeal, etc.+ License & Permit+ Sales Tax

+ Medical Insurance*+ Dental Insurance*+ Vision Insurance*+ Life & Accidental Death & Dismemberment + Long & Short Term Disability + Long Term Care + Employee Assistance Plan + Wellness Plans/Programs+ Retirement Plans + Individual/Family Health

*Self Funding Experts

+ Residential properties+ Fine art, antiques and collectibles+ Jewelry, silver, furs+ Automobiles and recreational vehicles+ Private aircraft+ Boats and yachts+ Domestic Workers' Compensation+ Excess liability+ Identity theft+ Farms, ranches and country estates, including bloodstock/horses and livestock

+ Employee Self Service+ Onboarding+ Bene�ts Enrollment+ HRMS/Payroll/Tax+ Recruiting+ Performance Management+ Bene�t Census Reports+ Ad-hoc Reporting and Business Analytics+ ACA Compliance Ready Reports

+ Loss Control+ Safety Management+ Auditing & Inspection+ Expert Witness+ OSHA Representation + Claims Management+ Policy Development+ Employee Orientation+ Drug Testing