We’ve all heard the horror stories—claims that drag on, get denied, or spiral into costly nightmares. But what if you had a blueprint to handle claims the right way from day one?

Join us for an exclusive CFMA luncheon featuring Jake Stacy, Practice Leader at USI Insurance Services. Jake will walk us through a practical, step-by-step approach to initiating and managing claims effectively and helping to ensure the process is smooth, efficient, and works in your favor.

Whether you’ve faced claims challenges in the past or simply want to strengthen your internal processes, this session is packed with insight you won’t want to miss.

Jake Stacy serves as Practice Leader at USI Insurance Services overseeing both the Seattle and Boise markets. USI is the 4^th largest privately-held broker in the country, serving over 500,000 clients. Over the past 8 years, Jake has placed over $50M in insurance premiums, working with a variety of companies including real estate owners, developers, and contractors.