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Our Approach to Commercial Insurance

Insurance for Businesses

the insurance relationship


At Univest, we’ve redefined the client/broker relationship into a collaborative partnership to achieve optimal results by treating our client’s business as if it were our own and measuring our success by our contribution and impact to the client’s bottom line.

We know our clients are the ultimate resource when it comes to understanding the nuances unique to their business and the challenges they face. As a dedicated partner, we familiarize ourselves with the breadth and depth of day-to-day business operations and maximize support from our resources throughout the agency – from advisors to marketing personnel to claims representatives to the extensive network of carrier partners – to tailor recommendations and create custom programs that provide for every aspect of business.

Risk Exposure Audit

In an effort to deliver a robust set of risk management solutions, we utilize our risk exposure audit designed to:

  • Understand client goals and objectives
  • Evaluate existing coverage and conduct an exposure gap analysis
  • Recommend a strategy to achieve success and minimize risk
  • Continually evaluate exposures and optimize solutions accordingly
risk exposure process  1 analyze exposures, 2 develop strategies 3 implement 4 ongoing review

Exceeding Expectations

We strive to exceed client expectations by offering benefits beyond a traditional insurance broker.

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Wealth of knowledge from seasoned, licensed agents
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Suite of solutions from multiple carrier partners
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Client advocate working on your behalf
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Trusted partner throughout every phase of business

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Insurance products are offered through Univest Insurance, LLC. and are obligations of the issuing insurance companies, are not obligations or deposits of or guaranteed by any bank and are not insured by the FDIC or any other agency of the United States. The purchase of insurance products are not a condition to any bank loan, product or service. Univest Insurance, LLC. is a licensed subsidiary of Univest Financial Corporation.

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