Insurance Service Plans That Work As Hard As You Do

Proactive account management designed to reduce risk, improve efficiency & keep your coverage on track.

Mallory Agency’s service plans give you more than a policy—they give you a partner.

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Coverage You Can Rely On

Insurance shouldn’t be a once-a-year conversation. With a structured service plan in place, we provide ongoing support tailored to your business’s pace, complexity & growth goals. From scheduled policy reviews to claims strategy, we make sure your insurance stays responsive, relevant & ready.

What’s Included in a Mallory Service Plan?

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Policy Review Calendar

We meet regularly to review your coverage, renewals & limits.

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Claims Review & Trend Analysis

We help you evaluate loss data & adjust strategies.

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Carrier Communications

We manage back-and-forth with your underwriters & providers.

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Risk Strategy Meetings

We consult on operational changes that could affect your insurance.

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Custom Documentation Support

We provide certificates, endorsements & compliance records on demand.

Request a Custom Service Plan

Who Benefits from Structured Insurance Service?

If your business has multiple locations, employees, vehicles or vendors—a service plan helps simplify complexity. It’s ideal for:

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Growing companies
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Contract-heavy operations
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Safety- or compliance-sensitive industries
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Clients with multiple active policies or carriers

What Sets Mallory Apart

Dedicated Account Management

You get a named advisor who knows your business—not a rotating support line.

Proactive, Not Reactive

We bring issues to you before they turn into problems.

Industry-Aware Support

We understand construction, property management, logistics & more.

Efficiency That Pays Off

Clients with structured plans often save on premiums, downtime & administrative costs.

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Common Questions About Insurance Service Plans

  • Is there an extra cost for this service?

    In most cases, no. Service plans are included as part of your account relationship.

  • Can I customize the plan to my business?

    Absolutely. Every service plan is tailored to your structure, policy mix & goals.

  • How often will we meet?

    That depends on your plan complexity—monthly, quarterly, or semi-annually is typical.

  • Do I need to have all my policies with Mallory?

    Not necessarily—but the more we manage, the more value we can deliver.

Let’s Make Insurance Work Smarter for Your Business

We’ll help you stay organized, supported & ahead of risk—with a plan built for your pace.