THE TRUST ASSET MANAGEMENT SYSTEM

This system allows Trust Companies and other Financial Institutions that have a fiduciary responsibility to insure and manage the insurance function for specific trust assets a means to accomplish that task.

The goal was simple; develop a user-friendly product that is the most advanced Trust Asset Management software available.

TAMS Brochure PDF Download

About

After having been involved in providing insurance for trust properties for several years, in 1992 we set out to update, enhance and add function to a Trust Asset Management System. This system is specifically targeted to the needs of Trust Companies and other Financial Institutions that have a fiduciary responsibility to insure and manage the insurance function for specific trust assets. The goal was simple; develop a user-friendly product that is the most advanced Trust Asset Management software available. Constantly enhance the product, keep on the leading edge of technology and retain the reputation as the best in the business. These design changes are made in conjunction with the request of the users.

Managing the insurance needs of assets held in trust is a relentless task that typically produces vast amount of paperwork and monitoring problems. Most real and personal property accounts need insurance. We provide each trust office with the ability to place insurance for assets held in trust in the easiest way possible. Our solution starts with a system that allows for simple step by step input of needed underwriting information. The system then allows policy invoicing and evidence of coverage to be issued instantly at multiple locations. All of these functions take place directly within a given Trust or Service Department.

Our Difference

Since we are part of The Charles L. Crane Agency, we are able to help provide solutions to the other insurance needs that are presented to the trust company. The need may be as simple as insuring an asset not held in trust, so it cannot be added to the trust policy.

Crane has over 250 employees who are driven to be the best in our industry. Through innovation & technology, we strive daily to exceed customer expectations with service that is responsive and reliable.

We value long term relationships with our clients, our employees and the communities we serve. Founded in 1885, Crane has witnessed the turning of two centuries and continues to thrive today by helping protect what matters most.

Our size gives us strength & stability and provides you with peace of mind. We are the oldest independent insurance agency west of the Mississippi and currently ranked as one of the largest privately held insurance agencies in the country. We conduct business in all 50 states and have strong relationships with the insurance companies we represent, some of which lasting more than 100 years. When you place your trust in us, one thing is certain… Crane is your advocate in an uncertain world.

Leadership Team

David R. Boschert, SVP
314-444-4903
Email David

Kim LaChance, Client Service Manager
314-444-4904
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Megan Boschert Hogan, Client Service Manager
314-206-4126
Email Megan

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