Commercial Insurance is an important part of a company's financial plan. Coverage can be complicated and assistance is needed to choose the appropriate protection. The agent you choose is a critical decision for appropriate coverage and competitive premiums. Not all agents and companies are created equal!

Montgomery Insurance & Investments has the experience and expertise, over fifty years combined, to help your company develop the right package of coverage that fits your budget. Montgomery Insurance & Investments has been writing commercial insurance in the Miami Valley over forty years. We don't just quote a policy. It is our desire to build a relationship with you and learn your business and needs. We provide the following service that sets us apart from our competition.

We analyze your business exposures and insurance needs through the use of the following tools:

Personal interviews
Property evaluations
On-site inspections
Coverage checklists
Applications and surveys
Non-insurance transfers
Financial statement review
Motor vehicle records (MVR)
Insurance Company resources and loss control


Montgomery Insurance & Investments can tailor a business insurance program with the following coverage:

Property (Building and Contents)
Business Income and Extra Expense
General Liability
Employment Practices Liability
Specialized computer coverage
Tools and General Floaters
In-Transit and Off-Premises
Crime and Employee Dishonesty
Umbrella Liability
Professional and miscellaneous liability
Boiler and Machinery
Equipment Breakdown
Directors and Officers Liability
Fiduciary Liability
Flood
Specialty Coverage
Bonds (License, Permit, Performance, Probate and Fidelity)


We represent some of the best companies in the region that are known for financial strength, modern insurance programs, excellent customer and claim service and competitive rates:

Cincinnati Insurance Company
Westfield Group
Auto-Owners
Western Reserve Group
Allstate
Progressive
Miami Mutual


The experienced staff of Montgomery Insurance and Investments is here to service your insurance needs:

Commercial Insurance Staff

Account Executives
Brad Montgomery - ext. 107
brad@montinsinv.com

Anne Gerard - ext. 205
agerard@montinsinv.com

Account Managers
Jim Saner - ext. 111
jsaner@montinsinv.com

Kristi Williams - ext. 109
kwilliams@montinsinv.com

Customer Service Agent
Nancy May - ext. 105
nmay@montinsinv.com

SERVICES : Commercial Insurance
IS YOUR BUSINESS PROPERLY INSURED?
Feb 20, 2008 by Insurance Newscast

Today, businesses face greater risks than ever before. In addition to such typical risks as theft and fire, there are a host of other risks that are unique to each particular type of business. That’s why it is essential that businessowners make sure they buy the right type and amount of insurance and update their policies annually to include improvements, major purchases and increased rebuilding costs as well as any liability risks, according to the Insurance Information Institute.MORE


SERVICES : Commercial Insurance
INTELLECTUAL PROPERTY PROTECTION: KEY TO ENTREPRENEUR SUCCESS
Jan 9, 2008 by Insurance Newscast

Ensuring your intellectual property is safeguarded against theft is one of the first steps every entrepreneur should take. From processes to ideas to inventions, intellectual property is often more valuable than physical assets and its theft costs U.S. companies roughly $300 billion annually.MORE


SERVICES : Commercial Insurance
KEEP SENSITIVE INFORMATION OUT OF EMAIL
Oct 30, 2007 by Based in part on a Westfield Insurance Co. InfoSec Tip

Careers have been destroyed, money lost and relationships ruined when an email returned from beyond.
MORE











Personal Insurance

IF A TREE FALLS ON YOUR HOUSE, ARE YOU COVERED?

TIPS YOU CAN USE: CELL PHONES AND DRIVER DISTRACTIONS


Commercial Insurance

IS YOUR BUSINESS PROPERLY INSURED?

INTELLECTUAL PROPERTY PROTECTION: KEY TO ENTREPRENEUR SUCCESS


Employee Benefits

GROUP LONG-TERM CARE INSURANCE SALES INCREASE IN 2007

MOTIVATE YOUR CHILD TO BE HEALTHIER


Financial Services

EMPLOYER SUPPORT FOR LONG TERM CARE INSURANCE GROWS

IRS ANNOUNCES INCREASED DEDUCTIBILITY LIMITS FOR LONG-TERM CARE INSURANCE
Xenia: 114 South Detroit Street • Xenia, OH 45385 • (937) 372-7646
Jamestown: 1 West Washington Street • Jamestown, OH 45335 • (937) 675-9321
CD200601302 Exp 07/2007