Resources

We love our clients and business partners. Below are resources designed to help our clients and business partners succeed. Insurance is only part of what Safe Harbor Insurance Advisors provides. Is your agent or agency a partner? Or are they just sending you a renewal every year. We’ve love a chance to earn you as a client. Let’s set a time to speak.

Get your RISK ANALYSIS

Risk is what destroys wealth, comfort, and safety. Understanding your risk is fundamental in designing tailored coverage for your business and family. Safe Harbor Insurance Advisors understands the importance of identifying each clients risks and building a plan to mitigate risks.

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Learn more about risk mitigation; lowering costs; driving revenue; improving employee moral; being an employer of choice; watch our videos; get our best practices lists and tools; hear from other experts in the field; and much much more.

Commercial Clients PORTAL

Please CLICK HERE to access our commercial client portal. Our commercial clients have access to a complete HR Library, a LMS Safety Video Library, videos on risk management best practices and your commercial insurance document library.

Personal Lines Clients PORTAL

Please CLICK HERE to access our personal lines client portal. This portal will provide resources to our clients who have homeowners, auto, toys, investment properties or life insurance policies with Safe Harbor Insurance Advisors.

Strategic Partner PORTAL

This library is for our business channel partners. Here our business partners will find resources to help drive business and better utilize insurance to help their clients.

FREE Resources & Checklists

Be sure to access our FREE resources. This page offers any business a library of checklists, eBooks, whitepapers, calculators, links to government agencies and organizations here for South Carolina, and much more. Running a business is challenging. Our Advisors offer tools to reduce risks, streamline processes and reduce costs.

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Request Your Proposal Here

Are you ready to save time, aggravation, and money? The team at Safe Harbor Insurance Advisors is here and ready to make the process as painless as possible. We look forward to meeting you!