Scale By Numbers

Episode 7| Joe DeLucchi | President and CEO | CAL Insurance

May 14, 2021 Season 1 Episode 7
Scale By Numbers
Episode 7| Joe DeLucchi | President and CEO | CAL Insurance
Show Notes

Learn Business Growth Strategies

Scale By Numbers Podcast

💡WHO WAS OUR GUEST:  Joe DeLucchi | President and CEO of CAL Insurance

💡What does CAL Insurance do?  Cal puts together structured insurance programs, for businesses, schools, nonprofits, real estate investment groups, and successful individuals and successful families across the United States. They are business insurance advisors. They will help founders learn precisely what they need to cover their business and then go to bat for them and make sure they have the best insurance packages and coverages to mitigate risk.

💡Who should have an Insurance Advisor: Everyone! Insurance is very complex. The policies are created and written by lawyers and can be very difficult to translate. Without having someone on your side checking the boxes, there could be exclusions in your policies that you may not have known were there. No insurance is the same, and the complexities and hidden exclusions are embedded in the language. CALs goal is to explain their policies in precise terms and ensure that each of their clients has the suitable packages to fit their company RIGHT NOW. 

🚀HOW CAN CAL INSURANCE HELP COMPANIES SCALE:   CAL creates policies that protect a company from risk. Like other members of our start-up stack, mitigating risk for their clients is their number one goal. The most valuable thing that a founder can do is to get their insurances right from the beginning. Cal focuses on the transactional side of insurances. As advisors, they take a complete overview of the corporation, the business, the founder's goals, analyze where they are and where they are going, and create a "meaningful insurance program" to fit them perfectly. 

💡Ideal Start-Up Insurance Package: Joe suggests that founders should be involved with finding the correct insurances for their business from the beginning. Why? Because who knows the business better than the founder! He was kind enough to go into deep detail about the ideal coverages that are best for a software company:

  • Workers Compensation--In every state you registered in
  • D& O Insurance
  • Professional Liability
  • Cyber Insurance
  • Errors and Omissions

Ready To Scale?
But not ready to invest in a CFO? One of our bespoke packages can help you.

Connect with us because we love new friends!
LinkedIn | Twitter |YouTube |Website