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Religious

Value added services offered:

    • Financing and leasing services for property, vehicles and equipment.
    • ECCU for qualifying institutions
    • Services include property financing, vehicle financing and leasing, and equipment financing and leasing. This company also offers religious institution full service credit union services for staff and attendees.
    • Bank of the West
    • For qualifying institutions
    • Services include property funding
  2. Vehicle purchasing and leasing services
    • Master planning consulting services: matching ministry to building use, ministry visions and goals, charitable giving plans, growth issues, timing of ministry projects and changes.
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Dorr R. Phelps, CPIA, CSA, LUTCF, RFP, RHU®,CFP®

Son, Husband, Father, Business Owner, and Friend.

Hi, I am glad you stopped by today. I trust you find our site easy to use and helpful. If you have other needs not covered on our site, or wish to have a personal contact, please feel free to contact us by phone, email, fax or in person; we are here to assist you with your insurance, risk management, and financial planning needs for your security and peace of mind. You can contact us by simply clicking the contact or staff button at the top of this page and sending us an email if you prefer. We always appreciate hearing feed back from our clients if there are issues you feel we need to consider, or ways we can better assist you more effectively.

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Dorr R. Phelps, CPIA, CSA, LUTCF, RFP, RHU®,CFP®
Commercial Business Insurance Plan Overview

Commercial Business Insurance Plan Overview


Protect your company against having too much insurance or even worse--being under-insured. Don't put your assets at risk. Let us review your current insurance program. We offer the following services:

Commercial Risk Survey Let us determine the current holes in your insurance program.
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To review a claim for your account please note these directions

To review a claim for your account please follow these directions.

1. Go to web site www.ohiobwc.com

2. Halfway down the left there is a place to setup and e-account

3. Click on it directions follow you will need your account number

4. When the e-account setup window opens enter with login info

5. Go to the Ohio employers tab click to enter

6. Look to the left side of the screen for

7. Employer services click on it

8. Look claims management click on it

9. Look for claim reports click on it
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Commercial Travel Risks

Commercial travel risks with foreign travel are very real today and should be carefully reviewed before you travel.  Points to consider follow but are not all inclusive:

  1. When you arrive, how are your connections to be made?
  2. Will you have the correct form of payment for travel in the foreign county?
  3. Will you have adequate time between connecting modes of travel?
  4. If you have personal needs while traveling, how are these to be met?
  5. Do you have the proper documents, and are you able to keep them sa
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Renting A Private Passenger Auto While Traveling Abroad

Renting a private passenger vehicle while traveling abroad can be a challenge. Call us before you leave so that we can ease your mind as you travel.  Usually it is best to include the insurance offered by the rental company in the country or area in which you are traveling. Claims that happen outside the United States or Canada could leave you with many issues that may not be covered, as well as many delays. Usually foreign rental agencies want to help make your travel enjoyable and are more than willing to offer insurance that is not that expensive and which will care for your claims much easier, as well as offer the peace of mind that you are covered properly.

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Frequently Asked Questions about Assurant Individual Dental Plans

Please note your individual Dental Service Agreement for your specific benefits and limitations.  The information provided below is of a general nature to assist persons with understanding the general scope of this program.

What are co-payments?

Co-payments are reduced fees that you pay directly to the dentist for some dental treatments. A partial list of some frequently used dental treatments is included in this site under SAMPLE CO-PAYMENTS. This list shows you the potential savings with Assurant Employee Benefits versus what you would pay without this Plan. Click below to view sample co-payments.
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Frequently Asked Questions about Assurant Group Dental Plans

Please note your individual Dental Service Agreement for your specific benefits and limitations.  The information provided below is of a general nature to assist persons with understanding the general scope of this program.

What are co-payments?

Co-payments are reduced fees that you pay directly to the dentist for some dental treatments. A partial list of some frequently used dental treatments is included in this site under SAMPLE CO-PAYMENTS. This list shows you the potential savings with Assurant Employee Benefits versus what you would pay without this Plan. Click below to view sample co-payments.
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Procedures and Safeguards Where to Start & Keeping Them Current (PSWSd.pdf vpswp33 by drp)
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