Insights for Executive Pastors and Church Boards

Guides for executive pastors, business administrators and boards: renewals and RFPs, multi-campus programs, schools and childcare, property valuation and governance. Written by Jake.

Insights

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How to Run a Church Insurance RFP: A Timeline for Executive Pastors

A step-by-step RFP process for churches of 500 plus.

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Church Insurance Submission Packet: What Underwriters Need

Loss runs, statement of values, payroll by class, and the program list.

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Schools & ChildcareWhat licensed childcare changesHale Street Insurance
Schools & Childcare

Why Letting Your Incumbent Broker Quote First Blocks the Market

How church boards lose a competitive renewal before it starts.

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Multi-Campus Church Insurance: Covering Every Location

How multi-site congregations close the gaps.

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Church Workers Comp Experience Mod: How It Is Calculated

Why frequency hurts more than severity, and what a church can change.

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Employment & HRExperience mod explainedHale Street Insurance
Employment & HR
Multi-CampusCovering every locationHale Street Insurance
Multi-Campus
Renewals, RFPs & BrokersMarket blockingHale Street Insurance
Renewals, RFPs & Brokers
Renewals, RFPs & BrokersThe submission packetHale Street Insurance
Renewals, RFPs & Brokers
Renewals, RFPs & BrokersThe 120-day RFP timelineHale Street Insurance
Renewals, RFPs & Brokers
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A note for smaller congregations

Hale Street focuses on larger and multi-site churches. If you're a smaller congregation, these guides and your denomination's recommended church program are good starting points. If you have a school, multiple campuses or large property values, we'd welcome the conversation.

Resources for church leaders

The annual review checklist, a multi-campus program checklist and a submission packet checklist.

See resources

Checklists

Planning a renewal, a new campus, or a school or childcare launch?

Start with a program review. Send us your current policies, or call and talk it through.

Prefer to talk? Call or text Jake at 978.712.0111.

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