Deciding Eligibility: Assessing Clients for Hybrid Risk Transfer and Self-Insured Programs

Jeff Kleid, Founder of VCL Risk, discusses the challenges brokers face in assessing clients for hybrid risk transfer and self-insured programs. He emphasizes the importance of understanding clients' needs and preferences, and highlights the unique approach of Elite Risk and Victoria Insurance in providing personalized solutions. Evaluating clients thoroughly and questioning their motivations is crucial. The impact of time differences on work and the importance of quick evaluations and finding the right fit are also discussed.