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 Executive
Brad Montgomery - ext. 107
brad@montinsinv.com

Department Manager
Jim Saner - ext. 111
jsaner@montinsinv.com

Account Managers
Kristi Williams - ext. 109
kwilliams@montinsinv.com

Blair Montgomery - ext. 105
blair@montinsinv.com

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Xenia: 114 South Detroit Street • Xenia, OH 45385 • (937) 372-7646
Jamestown: 1 West Washington Street • Jamestown, OH 45335 • (937) 675-9321
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