Our Services

Partnerships  Our professionalism in this industry is key to enabling our clients to feel a sense of security once they've selected Montgomery Partners, Inc. as their company to assist in their partnership connections.  Our current clientele consists of Independent Managing General Agents to Fortune 500 Insurance Companies.

Premium Audit 

We offer Premium Audit Service with experienced Professionals that provide physical, phone and mail audit services.  Our clients are provided the finest service available with auditors averaging over 15 years of experience.

We focus on contracting with Premium Audit and Inspection Vendors that utilize software that allows our clients to access on-line ordering, viewing and reporting capabilities.

Loss Control

Our Commercial and Residential Surveys (Inspections) provide a wide array of survey services including full underwriting survey, loss control survey, insurance-to-value surveys and more.  Inspections are performed on residential, high-value and commercial properties.  Services may include additional items such as photos, replacement cost and diagrams.  The convenience of standard forms or customized reports are available.  Our vendor professionals provide a comprehensive, detailed report of risk's operations, exposures and proper classifications.  Please contact us to find out more about our additional specialized services.

Collection

We work with a national Collection Partner specializing in accounts receivable management solutions for the Insurance (Commercial and Personal), Corporate, Medical and Retail industries.  Our Partner incorporate sales techniques with financial guidance to clear customer balances in a non-confrontational business-like manner.  This results in a higher liquidation and maintains a professional image for our clients.