Strategy and Operations

We use proprietary tools and expert knowledge to analyze our clients’ business strategies and identify opportunities for growth. We help our clients gain a competitive edge in the marketplace by streamlining business operations and implementing smart business strategies. All of our strategies help clients tackle challenges that are specific to their industry, client needs, and business objectives.

Marketing and Staffing

We help our clients identify the most effective marketing strategies to meet their business and revenue goals. We provide recommendations for clients on everything from the best channels for investment to staffing best practices to possible new product development or customer segments to target. As your goals change, we can adjust our recommendations and tools to grow and change alongside them.

Business Preparation and Continuity Plan

Before a disability or a disaster ever strikes, GIS helps you prepare. We do a baseline assessment of the business, assist with organizing business information, and prepare appropriate documentation for an emergency. We help you craft a Business Continuity Plan that is ready to implement after an event triggers a BOE policy. The plan includes employee and customer communication, brand and reputation management, and an option for an exit strategy.

Claims Concierge and Advocacy

In addition to preparing for a BOE claim, GIS is committed to helping our clients through the entire claims process. We assist with preparation of the claim paperwork and supporting documentation, advocacy for the policyholder to the carrier, and ongoing in the aftermath of filing a claim.

The Challenge of Disability to Business

When disability hits a small business owner or the primary producer of revenue, a Business Overhead Expense (BOE) Policy is critical to continuing the operations of the company and allowing time to determine the options available to the business. Without a BOE policy, a business is often forced to close its doors once disability strikes. However, preparing the business for using BOE and managing both the business and the information required for the BOE policy can be overwhelming for a small business and important benefits may be missed.

A Highly Unique and Effective Solution

GIS offers its BOE Services Solution, the first of its kind in the marketplace, designed for small businesses. GIS becomes a partner and trusted resource to help with business challenges when disability strikes a principal in the business. The service includes preparation of the business prior to a triggering event, including assistance with choosing and preparing a designated person and your personal claims concierge who assists with the heavy lifting of paperwork identification, record keeping and management of requirements under the BOE policy. With this personal service, your business can focus on continuing operations and making critical decisions for the future of the company.

A Program Unique in the Marketplace

When disability strikes a principal in a small business, the business faces the ultimate challenge of maintaining continuity with customers and remaining a going concern. With a BOE policy in place, certain monthly expenses of the business can be covered for a specified period of time to help defray costs such as utilities, telecommunications, maintenance services, rent, equipment lease payments, and certain employee salaries. However, preparing a business for an event which would trigger the BOE policy, managing the paperwork for a BOE claim, and maintaining the continuity of a business is often overwhelming for a small business. The GIS Business Overhead Expense Service is a one-of-a-kind solution in the marketplace. This unique service positions a business for the unthinkable and supports the business during this difficult period. The BOE Service is highly effective and provides beneficial services a business could not access without going to multiple resources and expending a great deal of money and time. The program lessens the burden of managing the claim and effectively addresses issues related to business continuity when a business faces when disability strikes.

Business Pre-Planning and Continuity

Baseline assessments of the business, assistance with organization of business information, appropriate documentation, selection and training of a trusted designated person to manage day-to-day operations during the disability term, aid in establishing checks and balances, assistance with designing a decision plan during disability, assistance in crafting a Business Continuity Plan after a triggering event activating a BOE event, communications plan for employees and customers, plan for brand and reputation management, and preliminary planning for a smooth transition or exit should the triggering event become a permanent situation impacting the viability of the business.

Creation of a business operations file in an encrypted, secure vault provided by GIS. The file will hold necessary signing authority documents, receipts, accounting documentation and reports, and information required to support a BOE claim to the issuing carrier.

Claims Concierge and Advocacy

GIS will provide an experienced, personal Claims Concierge for the policyholder This includes assistance in preparation of the claims paperwork and supporting documentation, advocacy for the policyholder to the BOE policy carrier, and ongoing support to the policyholder during the term of the coverage.

Business Support During the Term of the Coverage

Providing the policyholder and designated person support with communications to customers, assistance in fulfilling certain job functions performed by the covered policyholder, exit strategy, operations management, brand management, consultation, interaction with professionals such as accountants, and other business matters during the term of coverage. GIS will either assist the designated person in preforming the functions or will work with the designated person to identify trusted third-party resources.