OUR PROCESS

Our Process

Step 1: We Listen

So many insurance agents have their own priorities, quotas, and agendas that when you're shopping for insurance it can feel like you're just given whatever cookie cutter answer they have at that moment.

We're different. We take the time to listen to your needs and discuss all the options available to you.

It's all about the initial discussion and us taking the time to listen.

Step 2:  Present Your Options

After carefully listening to your needs our experienced agents will go to work finding the right insurance coverage for you needs. 

Since we can check multiple insurance carriers we not only can provide you with the right coverage, but also the best price. 

It's all upside to you.

Step 3: Explain Coverage

If the idea of talking about the finer points of insurance coverage makes your eyes glaze over and your mind go blank, don't worry we get it.

We'll help explain your insurance coverage and needs in real human language. Let us worry about the fine details, but we'll make sure you have enough information so you feel confident in your insurance choice.

Step 4:  Stay In Contact

Most people never hear back from their insurance agent after they've signed on the bottom line.

Your agent will maintain personalized, close contact with you by reaching out on a regular basis with semi-annual and annual touch points to discuss any coverage questions and life changes. 


Step 5:  Always Available

You got insurance specifically for emergencies. It's not like accidents only happen during the convenient hours of M-F 9am-6pm. 

Your agent, as well as the whole firm is available to support any question, concern, provide guidance and fully available in the event of any emergency or claim.

You can feel confident that you'll be able to reach us in your time of need.

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